Uploaded August 2025 | Updated September 2026, 2 weeks ago
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Apple just lost nearly $1 trillion in market value in six months, iPhone sales are slipping across the US, Europe, and China, and for the first time in decades people are asking if Apple is losing its edge. Funny enough, the story looks eerily similar to IBM in the 80s: total dominance, record profits, then a slow collapse as competitors caught up and the moat vanished. Apple’s still huge, but growth is stalling, market share is falling, and even its “premium” status is taking hits in places like China. Hardware’s struggling, services can’t fully escape the hardware lock-in, and rivals like Microsoft and Google are eating away at the future with AI and platform-agnostic ecosystems. The question now isn’t whether Apple dies tomorrow, but whether this is the start of a decades-long decline, just like IBM.
LinkedIn: linkedin.com/in/hariharan-jayakumar-silo
Instagram: instagram.com/hariharan.jayakumar
Timestamps:
0:00 - Apple Loses $1 Trillion
0:32 - Empire With No Moat
4:15 - The State Of Apple
9:00 - The Apple Ecosystem
Resources: pastebin.com/xL2z1AUF
Disclosure: This video is sponsored by CleanMyMac. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
Boost Speed, Cut Costs — Get Tidy Today! Try CleanMyMac free for 7 days and use my code LOGICALLY for 20% off clnmy.com/LogicallyAnswered
Apple just lost nearly $1 trillion in market value in six months, iPhone sales are slipping across the US, Europe, and China, and for the first time in decades people are asking if Apple is losing its edge. Funny enough, the story looks eerily similar to IBM in the 80s: total dominance, record profits, then a slow collapse as competitors caught up and the moat vanished. Apple’s still huge, but growth is stalling, market share is falling, and even its “premium” status is taking hits in places like China. Hardware’s struggling, services can’t fully escape the hardware lock-in, and rivals like Microsoft and Google are eating away at the future with AI and platform-agnostic ecosystems. The question now isn’t whether Apple dies tomorrow, but whether this is the start of a decades-long decline, just like IBM.
LinkedIn: linkedin.com/in/hariharan-jayakumar-silo
Instagram: instagram.com/hariharan.jayakumar
Timestamps:
0:00 - Apple Loses $1 Trillion
0:32 - Empire With No Moat
4:15 - The State Of Apple
9:00 - The Apple Ecosystem
Resources: pastebin.com/xL2z1AUF
Disclosure: This video is sponsored by CleanMyMac. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
