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Open original source ↗If Apple gets Siri right, it can be a high-margin annual subscription that boosts services. Maybe even bigger than investors think.
100M paying users at $20 a month is a ~$24B a year business, about 6% of revenue. And that’s a low end example just for scale. I think there could be far more paying users given how useful personal AIs are already. $AAPL
From our Apple Fathom with @dougclinton.