
Der nächste große Apple-Move wird unterschätzt
The transcript analyzes where maximum value is created in value chains, comparing various industries:
- Airlines & Planes: Value often lies not with manufacturers or airlines, but with airports (through retail) or CRM tools like SAP.
- Electricity: Not with grid or power plant operators, but with products in refrigerators (e.g., Coca‑Cola).
- Internet: Not with hardware manufacturers, but with access devices (Apple, Microsoft) and platforms (Google, Facebook).
- AI: The speaker doubts that value will stay in AI models (OpenAI, Anthropic) long-term, but rather at the customer touchpoint.
Apple is betting on a camera in AirPods – a smart move because:
- AirPods are fully socially accepted (unlike smart glasses).
- Apple is known for strong privacy protection (blurring faces, etc.).
- This creates a personal assistant with camera, audio, and data connectivity.
Takeaway for entrepreneurs: Maximum value often lies not in the initial sale, but in after-sales (service, retail, real estate). Examples: McDonald's profits from real estate, Disney from upgrading an island.






