(Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium

A question about Apple sentiment in China spawns memories of Apple's entrance to Japan, the utility of the iPad as a Mac replacement (and why the Vision Pro would be the better option for that job), plus Apple acquisitions, Apple's growth premium, and where, exactly, Meta is spending all that money in the Metaverse. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple’s New iPad Pro Should Turn Device Into True Laptop Replacement — Bloomberg Apple Earnings, Wearables and Vision Pro, AI Leverage — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.