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Mac OS Ken

Mac OS Ken: 01.25.2021

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 25 January 2021

⏱️ 17 minutes

🧾️ Download transcript

Summary

- Evercore Note is Apple Car Crazy - Apple Shares Hit New Intraday and Closing Highs on Friday - Apple Earnings Call Set for Wednesday - European Lawmakers "Invite" Top Tech CEOs to Meet - Developer Files EU Complaint Over Coronavirus Game - Apple Goes More In-Depth on iPhone 12, MagSafe, and Pacemakers - Brie Larson Set to Star in Second Series for Apple TV+ - Don't Shoot PDX Taking Portland Apple Store Art for Safekeeping - Sun Basket - Eat Clean, Feel Great. Use promo code macosken for $35 off your order at SunBasket.com/macosken! - Ken's going live on YouTube! Subscribe to his channel: YouTube.com/kenray - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0

This is Mac OSKIN.

0:07.0

Evercore goes deep on Apple Car. Europe Invites tech CEOs to a showdown. An interesting antitrust

0:17.5

complaint. It is Monday the 25th of January, 2021.

0:22.8

I'm Ken Ray, and this is news from Macco West Ken,

0:27.9

brought to you by yours truly and sponsored by SunBasket.

0:31.8

Delivering oven ready meals that are fast, fresh and delicious. Get $35 off your order using promo code Maco West Ken at SunBasket.com slash Maco West can. This show is also supported by people like

0:49.2

you patrons through Patreon find out more in that your support at patreon

0:56.3

dot com slash

0:58.4

Maco-Scan

1:01.8

Another financial analyst has gone hardcore Applecar ahead of this week's earnings.

1:07.0

One may have nothing to do with the other, certainly Apple execs are not going to announce an Apple car on Wednesday's call, but

1:15.2

Apple sentiment is running high and now bam a second note about Apple car days

1:20.6

before the earnings report.

1:23.0

Midweek last week, it was Cowan Company analyst Chris Sankar.

1:27.5

Then Evercore analyst Emmett Daryanani ended the week last week,

1:32.0

getting behind the imaginary wheel.

1:35.0

Apple 3.0 ran the note wherein Ad Rock set out six key observations.

1:41.1

Boiling those down, one, he is in the apple soup to nuts approach doing hardware software

1:47.3

Silicon and so on to Apple could make up for generally low margins in cars with money, made in services.

1:56.1

Three, don't undersell mobility.

1:59.8

iPhone is a mobile computer. Apple car will be too.

2:05.0

Four, the total addressable market is a gargantuan $3 trillion,

...

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