Would 100B in Buybacks Effect Apples Stock?

The transcript discusses growth assumptions and revenue projections, highlighting differences from consensus expectations. It examines a proposed $100 billion buyback strategy, questioning its impact and feasibility. The text critiques tech companies' buyback practices, noting poor timing and low returns. It delves into Carl Icahn's feud with Marc Andreessen, focusing on corporate conflicts and board responsibilities. The discussion emphasizes the importance of fiduciary duties and potential conflicts of interest in Silicon Valley.

What criticisms did Carl have regarding Marc Andreessen's role in corporate governance?

How does the text describe the relationship between directors and their fiduciary duties?

What implications does the text suggest about conflicts of interest in Silicon Valley?