Blake Montgomery

It doesn't have like a generative AI product.

It's also not making the enormous investments in AI that the other Silicon Valley companies are.

It's not buying data centers for many, many tens of billions of dollars.

And that seems to be a deliberate strategy.

They're kind of holding back on spending so much that they have to lay off a bunch of workers like Amazon.

I think that's very possible.

Apple has done that before.

They were not the first company to make a smartphone.

There are others that preceded the iPhone.

Do we all remember the iPhone as the invention of the smartphone?

For the

So will Apple come to some sort of place with AI where they do the same thing, sort of take something that their competitors have pioneered and make it into a beautiful, intuitive thing?

thing that we all kind of recognize as the arrival of AI in a certain form.

Very possible.

I don't think that's going to happen.

I have to be honest.

The scale of what they would have to invest to make that happen is so vast that it seems much larger to me than the gap between the early smartphones, like the BlackBerry end.

Maybe.

I mean, Apple is slated to debut some new devices that will be, like, they have patents related to smart glasses, kind of like Meta's, and you will probably, like, be talking to some sort of AI through those glasses.

My bet is that it's going to be someone else's AI that you're talking to.