Dan Ives

And now you're seeing sovereigns in Middle East.

And for the first time in 30 years, the U.S.

has added China when it comes to tech.

Look, and we've talked about it so much on this show over the years, right?

I mean, the reality is that...

There's no bigger consumer install base in the world than Apple.

2.4 billion iOS devices, 1.5 billion iPhones.

And it comes down, besides just the cash generating machine, everything we see in services, when you look at the AI revolution, okay, they've watched it from the stands so far.

But now they're about to get into the field and actually do it and monetize the install base.

The consumer AI revolution comes through Apple.

And I think that's something that we're going to see with Google partnership and others.

And Tom, I just continue to view it as like 75 to 100 hours per share incremental will be added to Apple for AI.

And that's my view.

And also look at this iPhone 17.

It's been a surprise upgrade cycle that no one expected.

I'd say more pressure, but they couldn't do it till Google ultimately won the DOJ suit.

Once they won the DOJ suit, that's where the candlelight dinner between Sundar and Cook...

And I think that ultimately is now where that's tracking to what can be a deal that couldn't have been until they won that deal.

And I think that's where they're going to go.

They're not buying perplexity.