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· Farshad · Office Hours
An Office Hours question asked by Dave Emery, June 9, 2026. Q: Will agentic AI replace the vibrant app economy, consolidating revenue to Apple and the agent providers? Or will it enable a new set of apps? The premise of…
· Farshad · Office Hours
An Office Hours question asked on June 9, 2026. Q: You recently calculated Apple’s CAGR at an impressive 26.6% over the last twenty years. Without giving stock advice, what do you make of Apple’s forward prospects? The…
· Farshad · Office Hours
An Office Hours question asked by Dave Emery, June 9, 2026. Q: Are we heading for an AI bust for the large hyperscalers? Or will the spending eventually produce the revenue the advocates promise? And if it’s a bust, how…
· Farshad · Office Hours, Research
An Office Hours question asked by Lalit, June 9, 2026. Q: Could some future Apple TV morph into a data center for the family? And what about all the talk about Home and AI? I’ve anticipated the Home story for years, and…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., June 9, 2026. Q: When the iPhone 4S came out, the rumor was that Siri was its own operating system running alongside iOS. Watching WWDC, that intent-based OS finally seems to be…
· Farshad · Office Hours, Research
An Office Hours question asked by Greg, June 9, 2026. Q: That long child-safety section seemed to be championing the walled garden — things Apple can do that companies whose business models depend on selling data can’t.…
· Farshad · Office Hours, Research
An Office Hours question asked by Roger S., June 9, 2026. Q: Beyond selling more capable hardware — phones, Macs, iPads — is there real monetization in all of this AI? Absolutely. They gave us an architecture: it’s about…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., June 9, 2026. Q: The Apple–Google deal for the frontier model is multi-year with no known end date. What happens after — and what is Google really getting out of it? When that…
· Farshad · Office Hours
Recording and transcript of the June 9, 2026 Asymco One Office Hours, recorded the day after Apple’s WWDC 2026 keynote. Horace Dediu shares his impressions of the event and takes questions from Asymco One subscribers.…
An Office Hours question asked by Darcy B., May 1, 2026 Q: Will Apple do more in transportation than CarPlay Ultra? Not just cars — transportation in general. Well, there’s a lot of modes out there, and I apologize I…
