The Bull Case for Apple
When Apple was first getting started, people had a hard time believing that everybody would own their own personal computer. What would a normal person need a computer for?
Fast forward a few decades and, if you live in the developed world, it’s rare to find a person who only uses one computer. As a software developer, my number is probably higher than most peoples but I have:
- a MacBook Pro, for work
- an iPhone, to take everywhere I go
- an iPad
- 3 Apple TVs plugged in around my house
- a computer inside my watch that I wear almost every day
- A computer inside the “pencil” I use to draw on my iPad
- A computer inside each ear of my Airpods
- A computer built into my Tesla that can help drive the car
You might not think of all of these things as computers, but they all have microprocessors and run the same kernel you run on your Mac. So here, in a nutshell, is the case that Apple will continue to grow and likely become the first trillion dollar company: In a future where everything is a computer, there will be a whole lot of opportunity for the world’s best computer company.