"If judged on the question of creation and satisfaction of the customer — i.e. the ultimate purpose of the firm — the App Store and Services in general has satisfied 1.4 billion people. That they are spending over $1.3 trillion and doubling in 4 years is nothing short of astonishing."

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"The genius of SenseOS is that Apple already has the only advantage that matters: people living inside its ecosystem. And unlike any startup, Apple can deploy a unified, privacy-first, latency-free interface across 2 billion devices."

Read More Apple's Tim Cook better read this