Q But Dan, is it, is it, we've talked about this, like in this conversation and let's just kind of put a point on it. Is it Apple intelligence or is it just the fact that like Apple's poised for an upgrade cycle? Because maybe the headline is that it's Apple intelligence, but the upgrade cycle might be the thing.
A I think that's always been our, that's always been our contention, right? Like in other words, like a lot of people, You know, we, we hear so much negativity, like, oh, you're wrong. I'm like, look, this upgrade cycle in itself without AI, the stock's going to work. The AI piece is ultimately the start of how most consumers in the world are going to eventually interact with AI. And I think, look, WWDC, me and you were there together, right? Like stocks, one 90. Investors are like, oh, this is so disappointing. Think about it. That's, you know, in June. And I remember we would talk, right? Like our whole view is like Apple basically said, we now will be the castle for AI. And if you want access to it, you got to come through Apple intelligence, clearly open AI. I eventually think Meta Google are going to have to make the same move. I think Alex, in my opinion, I think that's more
AI assessment note: “this upgrade cycle in itself without AI, the stock's going to work.”