2 Comments

Interesting take.

Agreed on the super sticky moat from using the premium "apple ecosystem".

Would be even more intriguing if the Churn rate & absolute engagement #s, from the Apple ecosystem, in the past few years can be known... Unsure if apple actually discloses these though..

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Sep 17, 2020Liked by Atit Kothari

Very very interesting! I was thinking of the same thing yesterday

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