In this episode, Neil focuses on Tim Cook's recent presentation at the Goldman Sachs Technology and Internet Conference and his comments on Apple software and hardware. Additional topics include a brief background on investor conferences and why Apple attends such events, Wall Street's behavior towards tech hardware and software, and how hardware is positioned to play a factor with Apple's plans in the home, car, health, and finance industries.
Show Notes:
Transcript of Tim Cook's presentation. - iMore
The Trick of Downplaying Hardware - Above Avalon
AAPL Orchard daily email - Above Avalon