iOS

“For example, this Apple, you know, ad revenue business, I think is climbing by billions of dollars while Facebook's core business is being affected by the cookie tracking policy change on Apple iOS.”

“When you look subsequently at how much money they've spent in AR and VR, spending half a quarters of that cash could have given them the chance to disrupt Android and iOS in 2010 and 11, which in hindsight is obviously a no brainer bet, right?”

“I think this is the most important developer platform since the iPhone and the launch of iOS and the app store. And I would argue maybe ever. In our industry, certainly since the beginning of the internet.”

“If the emerging markets continue to grow GDP per capita and iOS continues to be the superior product, you'll see Apple able to steal into more share over time.”