In AAPL’s first ever virtual WWDC, one unifying theme that stands out is its growing commitment/emphasis on privacy. This is already reflected in several practices at the company:
1) minimizing data that Apple or anyone else collects;
2) a push for on-device intelligence;
3) transparency and user control over data that is collected.
Two other themes from WWDC: 1) highlighting the advantages of owning an integrated hardware/software/services stack in the push toward increased customization and AI/ML; and 2) convergence across the iPad/Mac platforms for both HW (e.g. Mac will use AAPL’s custom ARM-based processor) and SW (e.g. port iPad apps onto Mac).
Overall, there wasn’t anything too thesis-changing at WWDC. The big anticipation remains the 5G iPhone launch in the fall.
Disclaimer: This information is only for educational purposes. Do not make any investment decisions based on the information in this article. Do you own due diligence.