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cover of episode Apple’s App Store Reign Ending? & Eyeball-Scanning Crypto's US Launch

Apple’s App Store Reign Ending? & Eyeball-Scanning Crypto's US Launch

2025/5/2
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Morning Brew Daily

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N
Neil Freiman
T
Toby Howell
播客主持人,专注于新闻分析和评论
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Neil Freiman: 我讨论了苹果公司第一季度的盈利报告,其中承认关税可能会对其销售产生巨大影响,以及在法官裁定其不能再从其应用商店以外的销售中收取佣金后遭受的损失。我还讨论了Sam Altman的虹膜扫描加密货币项目World在美国的推出,以及亚马逊和麦当劳的双周度股票表现。 我分析了苹果公司面临的挑战,包括关税、中国市场营收下降以及服务部门增长放缓。我还讨论了法官对苹果公司App Store的裁决,该裁决可能对其收入产生重大影响。 最后,我还讨论了其他商业新闻,包括Kohl's公司解雇首席执行官、微软公司提高Xbox价格以及MoviePass推出新的每日幻想游戏Mogul等。 Toby Howell: 我与Neil一起讨论了苹果公司第一季度的盈利报告,以及法官对苹果公司App Store的裁决。我还讨论了Sam Altman的虹膜扫描加密货币项目World在美国的推出,以及亚马逊和麦当劳的双周度股票表现。 我详细分析了苹果公司面临的挑战,包括关税、中国市场营收下降以及AI战略的不足。我还讨论了法官对苹果公司App Store的裁决,以及其他公司对该裁决的反应。 最后,我还讨论了其他商业新闻,包括Kohl's公司解雇首席执行官、微软公司提高Xbox价格以及MoviePass推出新的每日幻想游戏Mogul等,并对肯塔基赛马会进行了预测。

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Episode 574: Neal and Toby chat about Apple’s Q1 earnings which admitted tariffs may make a huge impact to its sales, and the L it took after a judge ruled it could no longer take commissions from sales outside its app store. Then, Sam Altman’s eyeball-scanning crypto makes landfall in the US, promising to be at the forefront of crypto innovation. Meanwhile, a double-Dog of the Week special from Amazon and McDonald’s. 

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00:00 - Canned Hard Lemonade

03:20 - Apple Revenue and App Store Woes

09:40 - World Crypto Token

13:15 - Dog of the Week: Amazon

18:10 - Dog of the Week: McDonald’s

21:00 - Headlines

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