Asymco One Office Hours Live Q&A with Horace Dediu & Gene Munster: April 8, 2026

A lively discsussion of Apple topics such as:

• Geopolitics: China concentration; Taiwan tail risk
• Financials: Solid near-term growth
• AI: Critical narrative shift; to be proven
• Growth Strategy: User expansion
• Business Model: Evolution: hardware → services → Personal AI platform
• Moat: Privacy + integration; trust

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