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China Targets Apple, AMD Disappoints With AI Outlook
2025/2/5
Bloomberg Technology
B
Brent Phil
H
Hugh Johnston
J
Jason Schreier
知名游戏记者和播客主持人，深入探讨视频游戏新闻和文化。
J
Joanne Feeney
M
Mandip Sen
P
Peter Elstrom
R
Ross Gerber
S
Sam Altman
领导 OpenAI 实现 AGI 和超智能，重新定义 AI 发展路径，并推动 AI 技术的商业化和应用。
S
Sarah Guo
S
Spencer Soper
Peter Elstrom: 中国监管机构正在调查苹果应用商店的政策,特别是其对应用收入的30%分成以及对支付系统的限制。苹果公司面临着其他国家类似的担忧,即应用商店的收费是否对开发者构成不公平竞争。如果中国决定对苹果、谷歌和英伟达采取行动,可能会非常严厉,但这可能更多地取决于中美两国之间的动态,而不是公司本身。我个人认为,苹果公司需要认真对待这次调查,并积极与中国监管机构沟通,以避免受到严厉的处罚。同时,这也提醒我们,在全球化背景下,企业需要更加关注地缘政治风险,并做好应对各种复杂情况的准备。
Deep Dive
China's SAMR is investigating Apple's App Store policies, including its 30% commission and payment system restrictions. This action follows similar probes in other countries and occurs amid US-China geopolitical tensions. The potential impact and timeline of the investigation remain unclear.
- China's SAMR is investigating Apple's App Store fees.
- Apple takes a 30% cut of app revenue.
- The probe is happening amid US-China geopolitical tensions.
- The investigation's impact and timeline are uncertain.
Shownotes Transcript