EPISODE · Aug 3, 2026 · 17 MIN
库克最会赚的钱,继任未必收得到
from 虎嗅·商业有味道
“如大家所知,这将是我的最后一次财报电话会议,今后将由John主持这些会议。”库克说。库克交出的不只是CEO的位置,还有一套建立在20亿多台活跃设备之上的收费系统,以及一组彼此牵制的约束。也就是说,iPhone必须继续留住用户,苹果必须守住平台规则,AI不断增加的研发与推理成本则需要找到新的买单方式。库克已经证明,一家硬件公司也能拥有互联网巨头量级的服务业务。下一任CEO需要证明的是:当入口从App转向Agent,苹果还能向谁收费,又凭什么收费?00:01:36 直到第755页,才进入库克时代00:05:49 把这一季推上新高的,仍是硬件00:09:37 307亿美元背后的减速信号00:13:38 AI,新的收入还是新的成本00:16:06 告别之后
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库克最会赚的钱,继任未必收得到
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