"By 2028, the company's fast-growing services division will account for 37% of Apple's profits, and services revenue could double to $79.4 billion in 2028 as Apple's 'search ads' and other businesses grow," Apple operations executives said. ”

In addition, Apple also plans to hold a press conference on March 25, that is, the following week, to launch a paid news subscription service based on Apple-News, but will not release hardware products. This year, it also plans to spend at least $2 billion on original video programming and invite Hollywood A-list actors and studios to join it. We have a positive view that bundles video streaming and iCloud cloud storage as a monthly subscription package, or combines it with a news subscription service to sell it on a monthly basis. ”

Hearing this, a lady in the high-level conference room suddenly frowned, she was Angela Lorenz, whom Cheng Yangze admired, a "female devil" from the fashion industry, and an Apple executive who was increasingly vocal in his successor to Cook's position.

Angela Lorenz said decisively: "I don't agree with this decision, when the coastline group enters the game with holographic intelligent terminals to compete with us, these projects that have been formulated are outdated, of course, if the implementation needs a premise, that is, we have full confidence to compete with the holographic intelligent terminals of the coastline and can maintain a market share of 35%, otherwise it is in vain." ”

"Ms. Angela, are you too pessimistic?" So said one executive.

"It's not pessimism, it's rational consideration." As she spoke, Angela Lorenz looked at the executive and asked, "Do you think the iPhone will be able to beat the mysterious new product of the coastline in the future market competition?" Oh no, we don't have to win, if we can hold on to 50% of the market we have at the moment, even if we win, the implementation of these projects can have the possibility of returning, otherwise, it is meaningless. ”

The executive was dumbfounded, and finally chose to remain silent.

"What do you think?" Tim Cook spoke and asked her, and Angela Lorenz said: "Referring to the opponents who have competed with the coastline in the past, their results are ...... They're all dead! ”

John Nisroji, Apple's senior vice president of hardware, said dishappily: "Ms. Angela, the company pays you more than $70 million a year, but you don't want to sit here and tell shareholders and managers how Apple died, so what is your opinion?" ”

"Let go of arrogance!" Angela Lorenz responded succinctly.

Everyone was stunned, and for a moment, Tim Cook didn't say a word but stretched out his hand to her to continue speaking.

Suddenly, more than a dozen executives present looked at her, and Angela spoke in a smooth and smooth tone:

"As the company's core hardware terminal, once the market share of the iPhone declines, it also means the collapse of the App-Store software ecosystem that relies on its hardware terminals as the soil for survival. The business plan to continue to launch a series of paid subscription services based on Apple-News is doomed, so my conclusion is, if you can't beat your competitors, why not live with them? ”

Living with the enemy?

Everyone looked at each other silently, and Angela Lorenz, who continued: "These business plans are good, but I think they should be slightly modified to fully integrate services such as paid news subscription services and search ads into the future PHM application ecosystem of Shoreline. ”

"Are you crazy?" John Nisroji couldn't help but blurt out.

"Pride and prejudice come at a heavy price John." Angela Lorenz looked at him: "I know that the closed-loop ecosystem is a great masterpiece of Apple's founders and a sign of Apple's success but...... That's all in the past. Let go of pride and prejudice, enemies will become friends, and opponents will become partners, and our entry will bring more vitality to the PHM ecosystem, when Apple's service industry may account for more than 55% of the company's profits, and it is not impossible for the service industry to exceed 100 billion US dollars in revenue by 2028. ”

"Of course, I also agree with the reservation, then cancel the launch event held on March 25, see how the new product launch of the coastline and its follow-up effects are, and then make a final decision."

Everyone was silent, although they were very angry at her "collaborator" behavior, but from an objective point of view, especially from the company's current situation and business perspective, she was not wrong.

It's just that......

Closed-loop ecology is one of Apple's signature products, and to put it bluntly, it is a lower body that cannot be put down.

"That's all?" Cook, who had never spoken, said a word when everyone was silent.

"Including but not limited to." Angela Ahrengz continued: "The company is restructuring its management to reprioritize its services, AI, hardware and sales divisions, reducing its reliance on the iPhone, with the goal of shifting growth to services and potentially transformative technologies. The service side is about living with the enemy, and as for the potentially transformative technology side...... Honestly, the coastline is doing better than we are, and I'm pessimistic about this restructuring. ”

Speaking of this, she looked around at everyone: "Why don't we invest heavily in the automotive industry?" And why not consider acquiring the belated giant GE (General Electric)? ”

As soon as these words came out, she calmly continued: "On March 16, GE's stock price closed at $10.18 per share, with a market value of about $77.4 billion, and at its peak in 2000, GE's market value was as high as $594 billion, making it the most valuable company in the United States. General Electric, which represents the glory of the American electrical era, is now in a situation like a twilight giant, we have more than 200 billion US dollars in cash reserves, which is a good opportunity to start, and it must be fast, maybe Buffett has made Berkshire Hathaway ready to start, which is what I am most worried about. ”

Apple is indeed playing with cars, but it lacks interest in playing and doesn't play very seriously.

Lorenz said that he invested heavily in the field of automobiles, and everyone still understood that the coastline group in this field was not deeply involved in it, and all indications showed that Ye Hua was not very interested, that is, selling on-board systems or something.

Comparatively, it is wisest to avoid facing this monster head-on.

But what is the rationale for the acquisition of General Electric (GE)? Still Buffett to start? So swearing?

Facing everyone's questioning eyes, Angela Laurenci looked around with her: "Don't you understand? Won GE...... It means that it can play an unparalleled important role in the future era of wireless transmission, at least in North America will be irreplaceable, by that time, the Coastline Group Life Light Company wants to expand its business to North America, its success will depend to a large extent on our will, unless he gives up the North American market! ”

As soon as these words came out, Tim Cook and others were stunned.

But after only a moment's pause, the Apple CEO suddenly woke up and said, "This is the end of the meeting, Gabriel, and immediately start meeting with General Electric CEO John Flannery." Angela, come to my office, we need to talk individually! ”

With that, Cook hurried out of the office, and Angela Lorenz followed him out of the executive boardroom, leaving a dozen executives at a loss.

"God, Cook doesn't really want to buy GE, does he?"

"This must be crazy!"

Founded in 1892, Edison is one of its founders, and is the world's largest super-multinational giant providing technology and service business across three centuries, and it is a real industry leader.

GE's main business areas include power equipment, electrical equipment, household appliances (Ps: in reality, acquired by Haier for $5.4 billion), jet engines, medical machinery, aviation and Hangzhou railway equipment, a total of 250,000 industrial products.

It is no exaggeration to say that GE is a company that defines the "American era", even in the United States, don't look at the bleak situation of this company today, no matter how miserable, even from the original American idol to today's puddle of mud, GE is also a big company in the United States, and the United States will never allow this company to declare bankruptcy.

In the high-level conference room, an Apple executive thought about it carefully, seemed to understand, and couldn't help but sigh and say: "It seems that Angela is likely to be the best candidate for the next CEO!" ”

……

(PS: Weakly ask: Can you ask for a ticket?) ）