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Stories discussed in this episode:

• Apple reports Q2 2025 earnings with $95.4 billion in revenue
• Apple gross margin on services rises to a new record high
• Tim Cook addresses Apple's delay of personalized Siri features
• Apple says Trump import tariffs will increase its costs by $900 million this quarter
• Tim Cook explains why Apple isn’t worried about iPhone tariffs
• Spotify has just submitted its app update including links out to the web for payment, here's how it will change the experience
• Apple updates App Store Guidelines to allow links to external payments
• Apple approves Spotify app update with external payment links

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