Carol Massar

Is that really the long-term viability if they don't get AI together?

They do.

Yes.

Well, Anurag Rana of our BI team, he talked with Tim and I just moments ago, and he talked about, you know, how they're working with Google when it comes to AI, relying on them right now for their models.

And so they're not doing the big AI spend.

That makes sense for now, too.

So do you agree that that's kind of a smart strategy now and kind of waiting it out a little bit, but at some point they've got to kind of do their own thing?

Yeah.

Hey, I want to roll into this, a story you've got on the Bloomberg that you put out today.

And this has to do with Apple buying the Israeli AI startup that interprets facial movements, QAI.

Is this important?

Great stuff, as always.

And we'll be looking for your reporting.

He is Mark Gurman.

Thank you, Mark.

Managing editor for Global Consumer Tech for Bloomberg News out there on the West Coast.

Yeah.

Like, is it just, whoa, just a good quarter?

Or was it luck?

Or was it really strategy, right, of understanding?