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Mark Gurman

👤 Speaker
567 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Yeah, two tentpoles this year for Apple, education and enterprise.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Apple is, I would say, tripling down on moving units into both of those segments.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

They have a lot of the consumers already.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

They're trying to break into other areas that they've struggled to break into in the past.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

And all these products have price points and feature sets that are going to be heavily applicable to business use cases and bulk purchases.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Also, a lot.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

low-cost MacBook with an iPhone chip coming as well.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

This will be sub $800.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

So this is going to be pretty fancy and compelling for both those segments as well.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Well, because your laptop is seven years old.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

Time to get a new one.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

But no, in reality,

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

They have AI capabilities now, better graphics processors.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

So if you're on an M1 machine or an Intel machine, definitely think about getting something new.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

I'm on an M1 myself, and I'm looking forward to the touchscreen MacBook Pro overhaul coming in the fall.

Bloomberg Tech
Alphabet’s Mega Bond Plans Includes 100-Year Offering

So that will be pretty nifty as well.

Bloomberg News Now
Warsh Fed Nomination Prepped, Stocks And Bonds Drop, More

Massive, massive quarter.

Bloomberg News Now
Warsh Fed Nomination Prepped, Stocks And Bonds Drop, More

This is a home run, their greatest quarter ever by...

Bloomberg News Now
Warsh Fed Nomination Prepped, Stocks And Bonds Drop, More

orders of magnitude.

Bloomberg News Now
Warsh Fed Nomination Prepped, Stocks And Bonds Drop, More

It's a gigantic beat on overall revenue.