Unfortunately Apple's in a tough spot. Their gear is too good: I'm on year 4 with my Watch, my iPad is 3 or 4 years old, and the only reason I upgrade my iPhon

Unfortunately Apple's in a tough spot. Their gear is too good: I'm on year 4 with my Watch, my iPad is 3 or 4 years old, and the only reason I upgrade my iPhone every couple of years is for the camera. And there just aren't that many Android users willing to switch. Dividends and stock buybacks are keeping their shareholders happy, but at some point they need a growth story, and the iPhone set an incredible bar to hurdle. (I'm not defending their ad business, to be clear, but it's hardly shocking that they're trying to find something to bring in new revenue.)