Apple's services move isn't a gorund-breaking take and the writing has been on the wall for at least 2 years. Addressing some of your points: > Apple have take

Apple's services move isn't a gorund-breaking take and the writing has been on the wall for at least 2 years. Addressing some of your points: > Apple have taken their absolute dominance in selling music and moved to middle of the pack in music streaming squeezed between Spotify and Youtube. That is true, but Apple is estimated to have almost ~70M subscribers and Spotify has ~290M. Not sure how many of Apple's are paying but that's a lot of people who find Apple's service at least "good enough" which means less revenue for Spotify and competing services. If apple decides to provide a platform for music creation and direct publishing to Apple Music, that creates more lock-in. > They're late to TV streaming and somehow, despite being incredibly closely linked to Disney have failed to tie up a deal. Apple being late is a pretty frequent occurrence but execution is what can set them apart here. I doubt Apple will invest the billions it takes to make good entertainment but time will tell. They succeeded (in the USA) with maps and the Apple Watch so far. > Apple's Siri is distinctly second tier, losing them both for Apple Music, but also potential shopping via smart assistant. No question there - Siri is still a mediocre product but it is also accessible across their devices. Assistant is better but only if you have an Android phone or the Google app. If you want to buy a smart speaker, you have to _device_ which service you want versus "If Apple makes this speaker, I know it has Siri and works with my devices". > iCloud Yep that's a joke and bad deal. Storage is quite cheap so I don't get why Apple won't expand the options. Apple One is a rough start but I expect them to refine it and slowly add options to improve the offering. Fitness+ could be huge if they pair it with the socioeconomic class of people who go to spin/yoga/pilates/crossfit classes and view fitness as a badge. They can create a social network effect like Strava and build partnerships with Peloton, Flywheel, etc. (I'm not the right demographic so this is a guess). Apple could partner with hospitals for health data sharing with doctors and maybe get insurance companies on board for discounts. > Finally you've got the Appstore. Apple is getting absolutely hammered on their 30% fee. At this point it looks almost certain that they'll either change their fee structure or face regulatory action. +1 > If Apple is a services company why isn't FaceTime adding $100Bn of market cap to Apple's value as a competitor to Zoom? Because Apple sucks at making services for a world that's not Apple-focused which is what you need to survive in enterprise. I'm okay with Apple dominating cross-platform video calling ... Overall, I think the ease of a customer using their Apple ID/Device for _everything_ is hard to overstate and is Apple's long term play.