Apple's China Problem, Its Tenuous Valuation, And The iPhone 15 — With Walter Piecyk

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 8 September 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Walter Piecyk is a partner at LightShed Partners and GP at LightShed Ventures. He joins Big Technology Podcast for a special episode looking entirely at Apple as the company lost $200 billion in market cap this week. In this episode, we break down Apple's entanglements in China, its expensive share price, and what to expect with next week's iPhone 15 launch. Stay tuned for the second half where we discuss Charter's dispute with ESPN at the end.

Transcript

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0:00.0	A leading Apple analyst joins to talk about the company's $200 billion market cap plunge and what's coming up as it reveals the iPhone 15.
0:09.3	All that and more coming up right after this.
0:11.5	Will AI improve our lives or exterminate the species?
0:16.3	What would it take to abolish poverty?
0:19.5	Are you eating enough fermented foods?
0:21.9	These are some of the questions we've tackled recently on the next big idea.
0:25.9	I'm Rufus Griscombe, and every week I sit down with the world's leading thinkers for in-depth
0:31.5	conversations that will help you live, work, and play smarter.
0:35.6	Follow the next big idea wherever you get your podcasts.
0:41.6	Welcome to Big Technology Podcast Friday edition where we break down the week's news
0:45.5	in our traditional cool-headed and nuanced format.
0:48.8	This week, a special episode with a great analyst.
0:51.9	We're going to focus entirely on Apple, which was the biggest
0:54.6	story in tech and the market this week. It's dropped tremendously in the market. It's gone down
1:00.3	$200 billion. I mean, it was at $3 trillion, so it can afford to lose a little bit, you would
1:05.6	think. But the big news is that it has really exceptional weakness in China that's starting to be revealed in a very public way and some challengers and plenty more to discuss.
1:18.5	Joining us today, we have a special guest with us, Walter Pichick.
1:22.2	He's a partner at Lightshed Partners and the GP at Lightshed Ventures.
1:30.2	A real bear on Apple. So this is going to be a fun conversation. Welcome to the show. Thanks. Thanks for having me. So let's start with what's going on
1:34.5	with Apple. You know, the stock plunges. Everyone's trying to figure out why. A couple things bubble up in
1:39.0	China. First is that China has banned government employees from using the iPhone. And then we
1:43.6	learn that it might
	...

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