Oguz Erkan(@oguzerkan):$AAPL App store revenue dropped first time in a decade while uploads are at record high thanks to AI. AI is driving productivity, but it doesn’t translate to revenues. This means, in the short term, we should expect to see AI’s benefits mostly in the form of efficiency gains.

Oguz Erkan

@oguzerkan

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Joined June 2023

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Oguz Erkan@oguzerkan

2026.08.25 20:10

$AAPL App store revenue dropped first time in a decade while uploads are at record high thanks to AI. AI is driving productivity, but it doesn’t translate to revenues. This means, in the short term, we should expect to see AI’s benefits mostly in the form of efficiency gains.