Dan Ives

And I think many other tech players that have looked at this company, they're not doing it if nothing's happened.

I mean, I truly believe they've had breakthroughs, which is what's unique.

After obviously decades and decades, like you've said, coming out of labs of the theory, but not actually being able to scale.

I think it's ultimately, it's monetization of AI, right?

In other words, it's the build out what the use cases look like, not just on the enterprise and on the consumer side.

And it will get to race, right?

Like from Meta to Microsoft to, you know, whoever from a CapEx perspective, that continues to be the focus, the monetization.

And I think that's really going to define the winners.

I think it's the monetization from Azure and what you see from AI.

I think the reality is that 30% of the Microsoft deals are tracked and have been accelerated when it comes to AI over the last few months.

So as that plays out and the forecast plays out and they reiterate their capbacks, I think it's further validation that when it comes to the enterprise, Microsoft's going to be the core winner when it comes to AI.

I think, I mean, my experience with F1, I think the thing that people don't realize, not just how loud it is, but especially like when you're in there and you actually have like the headphones on and you hear them talking to the drivers, just the complexity.

I mean, that's the thing.

It's like, it's really amazing.

Did you change your tire?

I did, but I will tell you at Indy 500, I came close to almost changing tires.

Okay.

Yeah, I mean, to me, it's really, it's all about where they're ultimately going to take this.

I mean, in the future, and we'll see as Apple ultimately goes down the path with Gemini in terms of the AI future, they need to have as wide of a content lens as possible.

And I think when you look at Apple TV, it's all part of, look, the quality speaks for itself.