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benfwalla committed Aug 5, 2024
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[
{
"title": "Apple Earnings, Meta Earnings (Stratechery Update 8-5-2024)",
"public_url": "https://stratechery.com/2024/apple-earnings-meta-earnings/",
"publish_date": "Mon, 05 Aug 2024 10:41:30 +0000",
"file_location": "./data/Apple Earnings, Meta Earnings (Stratechery Update 8-5-2024).md",
"summary": "In the \"Apple Earnings\" section of Stratechery by Ben Thompson, the focus is on Apple's successful transition towards services as a significant revenue driver, evident in their recent earnings report. This shift highlights the Services Narrative as a key aspect of the company's strategy. Moving on to the \"Meta Earnings\" portion, Ben discusses Meta's emphasis on integrating AI into their products, signaling the growing importance of AI in the tech industry."
},
{
"title": "Microsoft Earnings, CoPilot and CapEx, Pichai on Risk",
"public_url": "https://stratechery.com/2024/microsoft-earnings-copilot-and-capex-pichai-on-risk/",
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