Ed Elson
speaker
772 appearances
3 recordings
1 series
first heard Sep 2026
last heard yesterday
Ed Elson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 3.
Appearances
You don't have to pick anything you've signed up, you've paid and it reduces
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the calorie um expenditure around decisions.
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Apple's move into subscription has created, I think, a a massive amount of shareholder value.
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Apple right now, I think trades at a PE of
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Is it 33 or 43?
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But the bottom line, it's it's valued as if it's a growth company and it's the I think the top line, one of the largest companies in the world, maybe the exception of Walmart and a couple of others.
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Um, because it's growing its subscription revenue faster than its core business.
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Also, it's I think it just posted sixteen percent growth on the iPhone.
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Which is staggering.
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But a decent question, where does this all reverse engineer to?
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Uh Apple converting unpredictable transactions into predictable subscription revenue?
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is a gangster move.
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It's only getting started.
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I still haven't gotten a subscription plan from Apple.
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I'm I d Apple, take me, I'm yours.
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Do what you will with me.
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Take my money.
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Sign me up for a monthly program that gives me some sort of self expressive benefit or access to new programs or figuring out that I lose my iPods every two months, that they're going to replace them every three months, whatever it is, right?
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And I think this is I think they're just getting started, if you will.
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And also just from a personal standpoint, if you're thinking about a business
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Showing 601–620 of 772 · page 31 of 39
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