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Do you think Netflix and Spotify are really needed (genuinely wondering)? Netflix maybe because of exclusives, but I would think most people with Vision Pro are also going to have Apple Music. With their TV and Music offerings, it might actually be better not to have Netflix/Spotify etc.



Obviously many people use Spotify over Apple Music and want to use it.


How do you know? Where do you get the numbers? Vision Pro isn't even out yet so I'm curious how you could know this. Do you have inside-Apple insight? Such as how many of the people who ordered Vision Pro are on Spotify vs Apple Music?


Yep, I’d say if this thing can’t sell beyond the Apple services subscribers, it won’t exist in 5 years.




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