Apple and Disruption
The conversation highlights the potential for Apple to disrupt the auto industry, with Scott expressing skepticism about Tesla's current design appeal. Meanwhile, Ed points out the underwhelming projected sales of Apple's new headset, suggesting it may not significantly impact the company's revenue. The discussion shifts to Sequoia's strategic split into separate entities for China and India, reflecting the complexities of global investment amidst geopolitical tensions.In this clip
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Prof G Markets
Prof G Markets: Apple’s Headset, Sequoia’s Big Breakup, and Hypocrisy at the PGA Tour
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