Alex Heath

Well, I'm asking now.

Well, I'm asking now.

Well, I'm asking now.

There was a lot of chatter going into Apple's latest iPhone release about this AI super cycle with Apple Intelligence and this idea that Apple Intelligence would reinvigorate iPhone sales and the mobile phone market in general is plateaued. When do you think AI, on-device AI, really does begin to reignite the growth in mobile phones? Because right now it doesn't feel like it's happening.

There was a lot of chatter going into Apple's latest iPhone release about this AI super cycle with Apple Intelligence and this idea that Apple Intelligence would reinvigorate iPhone sales and the mobile phone market in general is plateaued. When do you think AI, on-device AI, really does begin to reignite the growth in mobile phones? Because right now it doesn't feel like it's happening.

There was a lot of chatter going into Apple's latest iPhone release about this AI super cycle with Apple Intelligence and this idea that Apple Intelligence would reinvigorate iPhone sales and the mobile phone market in general is plateaued. When do you think AI, on-device AI, really does begin to reignite the growth in mobile phones? Because right now it doesn't feel like it's happening.

What is that shift? Is it a new product? Is it a hardware breakthrough? A combination of both?

What is that shift? Is it a new product? Is it a hardware breakthrough? A combination of both?

What is that shift? Is it a new product? Is it a hardware breakthrough? A combination of both?

Are you bullish on all these AI wearables that people are working on? I know Arm is in the MetaRay bands, for example, which I'm actually a big fan of. I think that form factor is interesting. AR glasses, headsets, do you think that is a big market that's coming? I do.

Are you bullish on all these AI wearables that people are working on? I know Arm is in the MetaRay bands, for example, which I'm actually a big fan of. I think that form factor is interesting. AR glasses, headsets, do you think that is a big market that's coming? I do.

Are you bullish on all these AI wearables that people are working on? I know Arm is in the MetaRay bands, for example, which I'm actually a big fan of. I think that form factor is interesting. AR glasses, headsets, do you think that is a big market that's coming? I do.

That makes me remember there's been reports that Masa, your boss at SoftBank, has been working with Johnny Ive and OpenAI or a combination of the three to do hardware. And I've heard rumors that there could be something for the home. Is there anything there that you're working with that you can talk about here? Yeah, I read those same rumors. Yeah, okay, good.

That makes me remember there's been reports that Masa, your boss at SoftBank, has been working with Johnny Ive and OpenAI or a combination of the three to do hardware. And I've heard rumors that there could be something for the home. Is there anything there that you're working with that you can talk about here? Yeah, I read those same rumors. Yeah, okay, good.

That makes me remember there's been reports that Masa, your boss at SoftBank, has been working with Johnny Ive and OpenAI or a combination of the three to do hardware. And I've heard rumors that there could be something for the home. Is there anything there that you're working with that you can talk about here? Yeah, I read those same rumors. Yeah, okay, good.

Amazon just announced that it's working on the largest data center for AI with Anthropic. And Arm is really getting into the data center business. What are you seeing there with the hyperscalers and their investments in AI?

Amazon just announced that it's working on the largest data center for AI with Anthropic. And Arm is really getting into the data center business. What are you seeing there with the hyperscalers and their investments in AI?

Amazon just announced that it's working on the largest data center for AI with Anthropic. And Arm is really getting into the data center business. What are you seeing there with the hyperscalers and their investments in AI?

Are you worried at all about a bubble with the level of spending that's going into hyperscaling to the models themselves? It's an incredible amount of capital. ROI is not quite there yet. You could argue it is in some places. But do you ascribe to the bubble fear?

Are you worried at all about a bubble with the level of spending that's going into hyperscaling to the models themselves? It's an incredible amount of capital. ROI is not quite there yet. You could argue it is in some places. But do you ascribe to the bubble fear?