This is easily disapproved by just looking at their charts. Especially if you remove the Covid bump.
https://sixcolors.com/post/2025/11/apples-fiscal-2025-in-cha...
And even a little bit of analysis will show none of your ideas will grow the bottom line.
your chart shows total revenue but not per category but even so it shows the last 4 years revenue didn't grow that much as before and its mostly growing because grow in services revenue.
The last chart
https://i0.wp.com/sixcolors.com/wp-content/uploads/2025/10/2...
you can see in your linked chart that everything is pretty much flat except services in the last 4 years. iPhone revenue in 2022: 205B, then next to years down (201B) and in 2025: 210B.
Where is the analysis?
What’s the average price of a laptop? Hint: it’s much less than $1000. Do you think that people are going to start buying more expensive laptops?
For the iPad, how have the convertible Windows Surfaces been doing?
You really don’t see a problem with creating a “token router”? He also wants to create a distributed CDN where every computer is a node - ignoring the fact that most people have asymmetric internet access with low upload speeds and the entire value proposition of a CDN is that there are colocated servers at ISPs. Bit torrent (basically what he is proposing) is not exactly fast.
I do think that people will buy more expensive laptops if they are higher quality. People spend multiple thousands of dollars on laptops, especially if they are powerful.
I own a Windows Surface. I personally find it very convenient, although I'll concede this point if you say the economics aren't working out.
I don't see the problem with creating a token router. Openrouter exists and seems to be doing fine. I'd love if you could actually elaborate on your concerns.
I agree that the CDN idea is pretty weak, but you could make it a bit better by rewarding users based on uptime. Rather than basing the rewards on total time opted in, base it off of total successful requests.
Apple made 112 billion dollars in profit fof the fiscal year that just ended. Do you really think an idea like open router would even sell as much as the AppleTV?
A CDN’s entire purpose for existing is high bandwidth colocated in ISPs data center.
Microsoft Surface sales peaked at $6.7 billion in 2022.
https://www.cnbc.com/2022/11/26/microsoft-surface-is-nearly-...
With a 3% market share and it’s been declining since.
https://www.theverge.com/2024/7/30/24209519/microsoft-q4-202...