Apple

“Two years ago, we published the render of, and it looks the same, so that tells you how long it takes to make artwork.”

“I do believe the screen technology that they've built is going to be, like, I mean, they literally are going to be, like, the sharpest, best screens in your house.”

“Like my point of view is that it's almost impossible to communicate a three-dimensional or four-dimensional experience on a two-dimensional screen.”

“But you get back to like, is this a consumer product anyone's going to use? And I don't think so. Right. Is the honest answer.”

“I do think it's going to get More universal, obviously, in like five or 10 years when these look like real glasses, which everyone thinks will ultimately happen, but it's been a pipe dream for a long time.”

“I'm a hundred percent a believer in private spaces that will be booted everywhere. And, you know, ironically, like, you know, it'll be places like, you know, where the porn is going to go. It's going to go to like big iMessage groups and Apple won't talk about…”

“I sent an email down to Apple the other day asking for a feature called dinner time, which is a feature parents can use to shut all the family's phones down, make everybody come to dinner, including the parents, and the kids can do it too”

“It always made me as a journalist somewhat uncomfortable to be part of like seeing like just journalists, like standing up and cheering. Not that people can't acknowledge the company, but it's very unusual. People don't cheer at press conferences.”

“And Apple's really the only company that I see kind of taking this Cambrian computing and trying to put it all together into one big vision, and I think that's pretty powerful.”

“I'm tired of this phone interface, and I think like, I guess my question is just how many years, I think it's like a closer to 10 year out, like transition, not five years out, but that's just my intuition.”

“Look, I just don't, I just think like at this point, Apple and the really big tech platforms are such incredible machines that like, it's really like none of these launches matter, right? Like they just churn shit out and it's fine and everyone buys it. And li…”

“Pay a little more for it, put a nice sticker on it, but it's not like you are actually having an impact from a climate perspective, right? Like we still need a bunch of rare metals.”

“Now, I personally think that, like, we're on iPhone gazillion, and these events have lost some luster”

“And you could say it's Vision Pro, but I don't think Vision Pro is the iPhone.”

“I think what they said yesterday is we've now put Siri on device because of our silicone. It has transformers in it. That points towards an investment in Siri. That means that within a few years, that's going to be radically different.”

“We reported the information that their big bet on, like, US semi-manufacturing actually has this wrinkle that final assembly still happens in Taiwan.”

“I think the bigger honest possible case is that Apple will, because of their data structures and how they've approached privacy and much of other stuff, at a pretty deep level, hold back the world's innovation on this stuff, right?”

“Like they're trying to take an enormous supply chain and move it in a better direction and it will have an impact.”

“I think Apple bans it pretty quick.”

“Our partner at Offline worked with Steve for 28 years, and he will tell you that they were as obsessed in the early days at building an amazing product as they were at building an amazing business. They were constantly focused back and forth.”

“Apple's not gonna kick them out. Apple's China exposure is enormous, right? Like, you know, even if they should, they won't, right?”

“I don't think it's gonna sell a lot, but I think people are gonna be more impressed than they think.”

“And Meta and Adobe. And like, it's all the same people, right? And they're just going to do grinding warfare.”

“I think broadly the app store has shown a pretty even hand, and the point of the thing is trust, right? Like, when I pick this thing up and I download anything onto it, I trust it. Right. And to build that trust, you have to invest and build something like thi…”

“To me, what, what's going on right now is that Apple is distributing a pro device. This is a truck, not a car. They're sending trucks out to... They're sending trucks out to developers... And the developers are, you know, they're just trying to get a bunch of …”

“This isn't a consumer product, and Apple literally named it the Apple Vision Pro. There's never been a 1000 dollar MacBook Pro. There's not going to be a 1000 dollar Apple Vision Pro. Whenever the Apple Vision comes out, we might have a 1000 dollar tool.”

“There's something about getting that email from Apple saying your price can't be in the color red. It has to be in the color blue. That just makes you realize how beholden you, like they were commenting on the colors of the fonts in our app, right?”

“I just don't think they actually enforce them equally. I think there's the policies, and then there's the policies, right? And the strategy, and the negotiations, and the biz dev, and what's Shopify getting versus blah, blah, blah, right?”

“The answer is, three percent is for payment processing, which is about what you pay for payment processing.”

“I don't think that apps anymore do that with the obscuring of email addresses and tokenization and a bunch of this other stuff. You don't really own your app customers the way you used to.”

“I think it ends up being Apple and Google all over again, to be honest, at the end of the day.”

“I had a business card of one in an Apple executive that worked in the app store, and I put it in a glass box that you would break in an emergency and left it in the office. So then I'd say like, look, when you're pushing bills and things come up, if you need t…”

“I think you have to think of this almost like the new version of the Macintosh, and this will borne out its own versions of iPhones and iPads and watches, right? There'll be accessories that go along with this, and you have to like, think of this as like the t…”

“I didn't watch it yet, but I knew about that because we reported in the information that that was the moment when they demoed it to Bob Iger.”

“So there's no way for Sony to come out and like, make a good device and charge good margins on it's going to be a hundred percent software ecosystems. And like, those will end up being like, I think the Oculus world in the Apple world.”

“Android is kind of dying slash not working and iOS is just completely dominating.”

“Apple could cut TikTok's business if that's our concern. In the US down to nothing, very easily, just with defaults.”

“Apple's typically behind on a lot of product launches on purpose. They kind of do like a watch and see and private build.”

“I think Dave made this point, you know, weeks ago. I think he's basically right, or the smart point, which is like, the way Apple would release this is a bunch of APIs for developers. That's the powerful move, right? Is to figure out effectively how to make th…”

“I think as everyone that listens knows, I'm extra long on Google in the AI race for a lot of reasons, but I'm also, I'm not short Apple.”

“I think regardless of anything, what's going to happen is that the government can't keep up with efficiency on any of this regulatory stuff. And so it just is going to take five to 10 years. And by that time, Apple will be like, everyone will have moved on fro…”

“I don't think you can make a, I really don't think there's an antitrust case inside of this suit. I think it's very, very hard. You can't claim that I just on one simple piece of data, which is that Apple doesn't even have a monopoly position in the smartphone…”

“Like, they're all sitting here now saying, you know, do we take the relative pennies from OpenAI and Apple and everyone who wants to license our content? And I actually think, unfortunately, they are, because publishers are so scared about what any kind of dro…”

“My theory is that the average Headset has been used for 10 minutes. And that means that at 3000 dollars, it's 18,000 dollars an hour.”

“Although, I did see, Jess, in, in Apple news this week, I'm quite impressed that they've shifted 14% of iPhone production to India in a very short period of time.”

“I would argue that it is right now, but it's mis-executing.”

“And for me, it got me to believe that Google and Apple, I continuously believe are going to be the last remaining horses in this race.”

“One of the things that they have done is they've recruited an enormously talented team of many, many, many, many, many ex Apple people, probably arguably one of the most valuable teams out there right now.”

“And it's really the only app and network that is interoperable across Google and Apple.”

“The one thing that I was disappointed about is that you cannot access these local models directly. It's something that a lot of folks aren't talking about. They've put a pretty intense wrapper around it, at least on the developer front. You know, you can use t…”

“Obviously from an open AI perspective, it clearly establishes where open AI is in the competition for the best LLMs. Obviously many people wanted that business. And many things were evaluated, and so it's really rewarding to see where Apple thinks the best AI …”

“Dave and I both worked at Apple back in the day, and I remember the town hall that Steve spoke at in like, oh, seven, oh, eight, where he specifically pointed out that Facebook was going to be seeing the equivalent of cigarettes, and like how prescient was tha…”

“I was hoping actually that the Apple release would include Like native access to local APIs, but it doesn't which is unfortunate as I was like ready to write checks for social AI stuff”

“Yeah, I would say that I think the Vision Pro is almost certainly the most expensive device per minute used in history.”

“The information is reported there, they're not even working on the next version of it.”

“It's AI because it's such a Hail Mary that, like, you can burn fifty billion, a hundred billion dollars, and the coin toss of whether it pays off or not is so favorable if it's, if the narrative plays out, that people will spot you that. They'll actually proba…”

“Smart replies, which is anytime you're text messaging or writing an email, the keyboard automatically suggests like entire sentences for you to include into what you're doing. And the first time it started doing it really kind of shocked me. Like I was taken a…”

“The one thing I will say is that there's a great app called Dot, which is a former Apple designer that started a AI app. And it's similar, but different in that you give it access to your calendar and you answer some questions, which of all of these apps that …”

“I was sitting there going, wow, this is the new devil in the defaults for how a billion people are going to use AI every single day. This thing is recommending what I should say in response to my friend that I'm text messaging.”

“And will Apple actually improve the speed of the chip? Will they put a native LLM chip on board? I think the answer to that question is probably yes.”

“Google paid Apple, twenty billion for the default search deal, and Apple's services division, which this revenue went into, generated eighty-five billion. So about a quarter of its services division is coming Directly from Google.”

“Apple is prestige dad TV, and, you know, they're, that's, like, a market, and I think that's fine, so.”

“Because I do think that in the end of the day, we're going to rely upon Facebook, Apple, and Google to defend free speech on the internet, right? Because they're the only ones powerful enough, or crypto, or it's like a crypto decentralized thing.”

“There was like a central core that Steve would meet with on Mondays. And then, you know, once a quarter, he would meet with 100 people that weren't necessarily respected of the actual org structure. It was like more where the work is flowing to.”

“One of the things that defines this idea of founder mode is skipping the organizational structure. And going directly to the people that do the work. And you know, this is famously how Steve Jobs did it with the top 100 at Apple. It's how Elon, I think, seems …”

“For what it's worth, I will say that since the Vision Pro, talk about flashy Apple launches, since the Vision Pro was such a failure, ultimately.”

“I just think it's a small enough market size that they don't care, and they'd rather make a better camera button on the iPhone that impacts the billion people.”

“It is Apple's fault. They are the ones that actually have identity. They are the ones that actually could do financial controls properly. They're the ones, and they've done a really good job of deflecting that.”

“Apple would crush these people with a high design CPAP machine.”

“You know, he was telling me that the app store did a trillion dollars in business in 20, 22 alone.”

“Cause that's the thing that I think about a lot is that the Apple ones haven't been updated in years.”

“I think realistically, Apple is very haughty. It's kind of like the Harvard of tech companies, and if someone else does it, they're gonna do the opposite.”

“Apple, many of its processes, the way it focuses on design and engineering first and quality is really Japanese processes and ways of thinking.”

“Like the point I was making about Apple making the small LLMs available via API is not like the small LLMs are not going to achieve what you're talking about.”

“And those APIs are not yet available to developers when they are. There's going to be a Cambrian explosion of consumer applications that happen because you can now use these things for free.”

“I do buy that like anthropic or open AI might have a big play in the enterprise world, but for the consumer world of AI, those two have to be the winners.”

“Apple appears to really not be in like the frontier model LLM game. They've made that decision. You know, I think a lot of that is also coming from investors, like Apple cares so much about its CapEx, and so on and so forth, like they clearly aren't trying to …”

“The answer is, well, you need to depend on Apple making their small models that are on device available via API, which they haven't yet, right?”

“It's kind of hard to foot the fact that the stock's never been higher, but I actually think strategically they've never been weaker in terms of what this next generation looks like.”

“I think that small devices. Organized in symphonies, like is like the thing that is going to be the future and that you're going to have to be in all these different places.”

“Also, according to the information, we've known the Vision Pro hasn't exactly been a rocket ship, but it does appear like they are suspending production on version one.”

“The point of this product was to get it in the hands of software developers so that they can see what's possible with you know, this new operating system, this entirely new context. It wasn't meant ever to be. A consumer device.”

“You probably need Tim Cook to like nicely retire into supply chain management and promote someone who's a real visionary leader who has a vision for the company that isn't, you know, more efficiency.”

“It's hard to not say that this is a year that Apple, to be less bullish on Apple, not more bullish on Apple, and shockingly more bullish on Mark and what's going on at Meta in terms of being like, oh my God, did these guys actually start producing hardware”

“They're working on this like internal code named N one Oh nine. It's the cheaper version likely the smaller version, the more Orion esque version of the vision pro. And they're expecting to produce somewhere between like four and eight million units of that is…”

“The large models have almost nothing to do with the experience that they're delivering on Apple Intelligence right now.”

“Apple initially targeted sales of three million Vision Pro units. Then they revised the number to 900,000. Then they revised the number to 800,000, and it looks like they sold 450,000.”

“Like, and it will be actually, I think, the first time a billion people use AI in a, you know, tiny way.”

“I do maintain that if you want to say, Cost per minute of use that the Vision Pro is probably the most expensive device in the history of the world.”

“There's no cases, like the case stuff, it's like they've cut all of the good cases. They don't make good cases for it anymore. It's very, it's like, it's a very strange product in this way. There's a bunch of details that are just missing.”

“I think if you look at the actual track record it, you know, this is probably, you know, unfortunately, a negative on, on the FTC environment, but it does seem hyper targeted at four or five companies. You know, Splunk was acquired for thirty billion dollars b…”

“And that's why I think it will counteract whatever your sort of 10 blue link shift is.”

“Google is, is in, you know, singularly the trickiest spot, I think of the big tech players. Cause you know, this is not particularly disruptive to Meta. It's basically all upside. It's all kind of like an adjacent side business to AWS and Amazon. It's all net …”

“Apple usually is the last to come in with the innovation. So I think 20, 25, my prediction is Apple is the company of the year.”

“Apple kind of, or not kind of, they really showed that they have the trifecta down there of the ability to build technology The ability to build platforms and the ability to build products all at once. Most of the big tech companies can only do two of the thre…”

“And Siri is the beginning of what will evolve over time into agentic sort of interfaces for humans.”

“Obviously from an open AI perspective, it clearly establishes where open AI is in the competition for the best LLMs.”

“And I think that, like, plays to Google's advantage in the AI race that they have Chrome. Like, OpenAI doesn't have a browser that they can install this into, and Apple's certainly not, like, ahead in this race with Safari.”

“At the same time, the one thing that I was disappointed about is that you cannot access these local models directly. It's something that a lot of folks aren't talking about. They've put a pretty intense wrapper around it, at least on the developer front. You k…”

“You can't claim that I just on one simple piece of data, which is that Apple doesn't even have a monopoly position in the smartphone market. You know, and like the lawsuit had to reduce the scope of the smartphone market to like just the expensive part of the …”

“And so it just is going to take five to 10 years. And by that time, Apple will be like, everyone will have moved on from this and like the whole OS will probably be much different anyways.”

“Clearly Meta and Amazon and Apple, to a lesser degree, Google, Definitely Empire Elon are all quite in alignment with Trump, right? And I think, like, have decided to really, like, lean in in every way to this administration from, like, you know, the money the…”

“I think they do this anytime a new phone launches because they just want you to get rid of your phone and update it no matter what, so you can fix all the bugs.”

“You can't do Apple style launches in the social media era.”

“The thing that ChatGPT is becoming and continues to get better at is memory. And just like we've seen at Apple, Dropbox, like many places where data is a moat, like...”

“Apple disbanded its centralized AI team and actually is now distributing all the AI people onto the vertical teams.”

“The courts are likely to say that the Apple Google search deal cannot continue in its current form for antitrust reasons.”

“Apple really It needs, if it's going to be in the sort of LLM type game in search and AI, as opposed to like optimizing cool on device use cases, it's really got up its game. And by all accounts, all our reporting of the information just shows a huge freaking …”

“These AI Companies and business models that they are like computers. They're not like services. Like I buy chat GPT pro because I want to have the best computer to use for my, you know, everyday life. Just like I buy a new Mac book once every two years or a ne…”

“There's also no reason to fight against this other than it will hurt their business.”

“The fact that, like, these parental controls are all rife with dark patterns to me is, like, an actual crime, and that you should be able to actually control these things and protect kids from them, but most of them you cannot.”

“Obviously the OS is the place to do this enforcement. If you care about it, it's one of those things. I've always found it fascinating that Apple and the community was able to like, put the blank, put the finger on Facebook or Google or Snapchat or whatever, w…”

“Our new, but was previously at the information reporter, Aaron Tilly, and one of our reporters out of Hong Kong, Wayne Ma, published this really interesting in-depth piece about Apple's ambitions in satellite internet, including a lot of details about Project …”

“Also, some amazing detail about their conversations with Elon Musk and SpaceX over using Starlink, where Apparently must gave them a 72 hour deadline to accept or reject his proposal.”

“Basically, they are now going to rebrand all of their operating systems based on the year it is today.”

“And you know, it's the top of tech meme today. You know who acquires it? Apple.”

“They're never gonna kill Siri. They're gonna, like, ride Siri to the grave.”

“Like when you announce like a visual redesign, which I agree, Dave, I've been through them. They're awful. Like it's the worst experience to redefine a lot of services, a huge amount of resources. You almost always tank your numbers when you're doing it. Like,…”

“Apple announced on device Large language models that are available to developers, which means that you can now access a large language model for free on the device, and that will enable a whole new class of AI apps that just weren't possible before because it'…”

“They should just probably buy Anthropic.”

“And it seems clear to me that, you know, spatial computing, which was an enormous piece of this year's keynote is actually where they're headed, right? They've said it out loud. And so I don't think that this is rocket science to project that that's what's goi…”

“I think that there's this fundamental thing which is hard about AI for Apple, which is that Apple really believes in consistency and delivering a quality experience the same time every time. That's pretty opposed to the nature of these probabilistic computers …”

“There's different teams inside the companies relates to AI who have different strategies. There's a more incremental let's play to our strengths. Let's keep evolving around the on device stuff. Let's partner to make our services better. There's a group that sa…”

“The problem is Anthropik's biggest investors are Amazon and Google, so that's why it's probably not gonna happen.”

“Apple is not in this league yet. They're doing cool things in AI in different areas, but, like, they're not-”

“With crypto, you can't produce another loot box. There's only one, you know, CryptoPunk NFT. There's only one Bordet. So, You are selling it for 10,000 dollars. You cannot add a 20% fee inside the Apple store on that digital item. It would be absurd, right? A …”

“His core business isn't threatened. Like, Google has to put chips down because, like, their core business is, like, too threatened. Meta has to put chips down, one, because Mark is just, like, hyper-competitive and cares about this. And because, like, they hav…”

“Microsoft, Amazon, Alphabet are all in the 60 to 80% range right now. Apple is at 10%.”

“That makes a lot of sense, but now it feels like everyone's going to use that. Meta's going to use that. Apple's going to use that.”

“I mean, this thing is like mostly battery. The craziest thing about it is that the phone part, like the electronics all fit in the very top and like the top 10th of the phone, like right behind the bump that the camera's in and the rest of the phone is just ba…”

“But the basic point is like, I just kind of like the vibe of Apple just being like, fuck all of you. Like, this is all stupid. And we're just gonna make more iPhones and lots of money. Like, I love that as a vibe.”

“You know, it is very easy for the people who need to raise a trillion dollars, by the way, so they need to have a narrative of why Apple is doomed, aka OpenAI, right?”

“Despite spending easily a 100,000 dollars on Apple products in my life, I don't like Apple, if you didn't know, if you're not, if you're a new listener to the pod.”

“I like the pro it's got a great new camera suite. All three cameras are 48 megapixels and Sam, you'd probably appreciate this, but the Telephoto lens on the pro is now 200 millimeters, which is pretty insane.”

“The general story is you don't really have a login because of any one service, but there's just, like, so many little services that, like, as a bundle, you're stuck on the platform”

“Apple spending something like 10 to 20% of income on this capex. Everyone else is like well north of 50.”

“Google and Apple are doing a Siri deal, so Siri is going to be powered by Gemini, essentially, until, until Apple, quote, figures it out, but it, there seems to be this pattern here of Apple realizing Google is, is pretty good at this stuff, and they'll be pre…”

“They've shown only an appetite to invest something like 10, maybe 20% of their operating cash flow in AI infrastructure. They're not willing to spend 70, 80% like Meta or Amazon or Microsoft.”

“I think that the air was actually an exercise in miniaturizing and You know, moving their silicon and, you know, surrounding PCB stacks to be extremely small, and that this is, it's like a road sign on the way towards what they're going to be doing with wearab…”

“Turns out this thing isn't selling as reported in information, delaying next versions, et cetera.”

“Laureen is clearly in team open AI in this In this battle playing out. And that, you know, she has had longstanding, obviously, relationships with Altman, and it's all relational, but I think it's interesting. And I do think that there's a time when it would h…”

“Alan Dye, Apple's design lead. Is leaving the company and joining Meta.”

“So Mark Garman at Bloomberg had the scoop and Tim actually had a statement on it, which I thought was highly unusual and is a sign of what a big loss it was for them.”

“That they will have one new HIT product next year. And I don't know if it's gonna be for the home, or something in the AR space, or something else, but I think there's a sleeper product that's gonna happen next year.”

“Speaking of Apple, I think they come back next year, both in the AI realm, like they're going to make either one big acquisition, like an topic.”

“What's going to happen at some point is someone's going to come out with one that's great. Right. And it's open and whatever, and it's free. And then you're going to be, and it's going to be totally controlled by like some hacker network that's going to do ter…”

“So like, I actually think when you think about the AI wars, which happens a lot, what's gonna happen is like in order to do good stuff beyond the like, you ask it a question or a chat bot, you give it access to such a level of scary security stuff, that the pe…”

“The irony of all this is kind of plays to Apple's hands in a weird way, right? Like I have to say I am a perennial Apple hater. I love how little they're spending on CapEx. I think it's the greatest thing ever.”

“Perhaps only Apple has the technology and the ability to deploy personal AI to, you know, the edge, I guess onto people's personal devices. Because that's their business.”

“I hate Apple, but Apple's lack of CapEx has made me start liking them, because it's just so great. They're like, fuck you, no CapEx.”

“They're like the only ones in AI, other than, I guess, Google, that's executing a business model in AI that actually works.”

“It's super clear that Apple is focusing on inference at the edge. I mean, we've been saying this, I've been saying this for You know, I don't even know how many podcast episodes now, but you know, this is their unique advantage.”

“It's also not about protecting Xcode, right? There was some sense, I think, in that article that potentially this is about protecting Xcode. I don't think it is. Apple's always allowed like React Native and Flutter and like all these different sort of develope…”

“So what we've done at Bitrig, we've actually like done some of what you guys have talked about in that article. We, you know, went server side with it. Now you can generate code on a server in a virtual machine, and you can display that in a pop-up, right? But…”

“I also think Apple has a history of saying things are privacy related and then letting them do it and not letting other people do it. Ad targeting, for example.”

“I heard that open AI and some of the bigger apps have been stuck in the queue for a month. For changes that are unrelated to VibeCode, it's just random changes unrelated.”

“We have a company that we're very close with and working on called BitRig. This is the co-founders of actually Swift UI, which is one of the best Apple frameworks in the Swift world. So a bunch of ex Apple, it's a whole ex Apple team. They're world-class engin…”

“We're kind of like just moving up the compiler stack again.”

“This is a transition plan with John Ternus, who we should talk about, taking over as CEO, and Tim Cook staying on as executive chairman, and him taking on some of the going to the White House diplomatic kind of roles.”

“They're not going to run a search and hire a CEO from another company to run Apple, unless they're like covering.”

“If you're executive chairman, then if shit goes wrong, you can step back in. Yeah. It's not a full transition.”

“Like you can't choose the software people. They are not under the same timelines and same pressure that drive the fundamental business of Apple on a global basis. And so you have a very narrow set of internal choices that you can choose from.”

“The CEO job that John Ternus is inheriting is not the CEO job that Tim Cook inherited. Like, this is more of an alphabet moment, I think, for Apple. Like this is a three trillion dollar, four trillion dollar company that is, you know, has an enormously importa…”

“I think it will still be very much a cook call, you know, how they're deciding, what are they doing with their manufacturing? What are they doing with their China business”

“Tim had been telling everyone he knows how tired he is for years, and how he doesn't want the job anymore, and how exhausting it is.”

“The Mac mini. The Mac mini is the breakout AI device of the year.”

“The Apple's Mac Studio, for example, at 512 gigs sold out immediately when OpenClaw launched and has never come back into stock because you want to be able to load an entire model into memory”

“I would expect that actually a lot of people switch to using this or actually that it's their first experience with advanced AI in their everyday life.”

“And what it looks like they've done here is just taken, you know, state of the art Gemini models, both the on-device local flavor, as well as the cloud flavors and distilled them for their own purposes into these, you know, quote, Apple foundation models. Whic…”

“No, actually, they are no longer focused on the iPhone because Apple will not allow you to create an iPhone app that modifies itself after being downloaded, which, you know, makes sense actually, but it's shifted the entire strategy of not just this company, b…”

“We've actually now worked in partnership with Apple to develop a bunch of Mac studios in custom configuration That is enabling us to unblock our engineering team's ability to be, you know, extremely productive.”

“It's a political movement for decentralization that became the most centralized company in the world.”

“I think both are almost certainly true in that I am sure that it is true that people lifted a bunch of IP out of Apple on their way to OpenAI.”

“Apple internally is extremely confused organizationally on AI. There's a lot of reasons they're having trouble moving forward on it.”

“Apple and Google or Android have both locks Wi-Fi location. You cannot access it as a developer.”

“It felt like they had the Apple AI, Apple intelligence launch that largely did not pan out in the way they wanted it to”

“On the kids stuff, they get to blame. I mean, the stuff like the, like, age verification stuff will be It's so easy for them to do, but somehow it's Facebook's problem. Like, they're pretty good at pushing off blame to others.”

“Like the system on a chip, the SOC decision, I think will go down as one of the most strategically important technology decisions that happened in Silicon Valley in this era.”

“This is my being really cynical snarky, but the cynical snarky take is in about 15 years, you can supply chain optimize the hell out of a company and make stock go way up, but then Apple better figure out how to not be Nike, right, and come up with the innovat…”

“So I'm going to bet that it's kind of one of these accidental genius moves, right? Which is that he goes down in history and Apple looks Fucking great, because they avoided a incinerator box of cash, and they're gonna be on top in 10 years.”

“And like, by the way, you know, I have a desktop, like sitting in my computer in my room where I just like logged into my son's iMessage account. And I've sit there and fucking screenshot it all day long algorithmically. Cause there's no APIs to it. So I can p…”

“But they're no longer TSMC's biggest client.”