
They say, “A picture paints a thousand words.”
These numbers paint billions. 😜
Apple:
AirPods still lumped in “Wearables”—a juggernaut that deserves its own line.
Meta’s watching as Vision Pro AR glasses near launch—hardware domination continues.
Services RUNDLE (Apple Card, App Store, iCloud, TV+): impressive growth. Could it become their AWS in 5-10 years?
Amazon:
Reinvesting as always—Rivian losses ($300M) fuel EV logistics expansion.
Scaling smaller EV fleets—Tesla Semi competitor or lighter focus?
Alphabet:
YouTube Ads ($9.9B) growing with Shorts monetization.
Cloud ($9.5B) climbing steadily.
Waymo is still deep in the red.
