> Apple Watch, AirPods, HomePod, iPhone X, ARKit, Siri Shortcuts, FaceID, iMac Pro. Those aren't transformational changes, they're are incremental changes that

> Apple Watch, AirPods, HomePod, iPhone X, ARKit, Siri Shortcuts, FaceID, iMac Pro. Those aren't transformational changes, they're are incremental changes that Apple is already good at. A transformational change would be creating high-quality media shipping to Apple TV- a direct competitor to Netflix, fully contained in the Apple ecosystem. Building a content media division is very hard for Apple to do, but would keep them relevant. Apple is missing the boat on media, which is the probably the biggest battlefield in 2018. Disney, Netflix and Amazon are setting the pace and there's no reason why Apple couldn't compete. Not only compete, but win in that space, with the insane capital and ability to lock into Apple hardware. Nobody is talking about smartwatches. Everyone is talking about what they're binge-watching. Apples winning the wrong conversations.