David Friedberg
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uh confounding that they're optimizing for share buybacks and earnings per share instead of having some amount of that money go towards innovation and acquiring companies biggest acquisition is beats give me a break i mean it's interesting right for me and i've studied apple basically my whole career and it's kind of interesting right because if you think about the they're defining
Thomas, that was a great question I was about to ask.
If Apple could do one thing, they could do one internal project or buy one external company, maybe we could do both around the horn, what would we advise them to do?
My number one is build a humanoid robot.
How does Apple not have a humanoid robot?
That seems like that's obviously the next giant consumer market is having Optimus or Figure in your house.
Freebird, I'm going to go to you first since I went to you last time.
Is there a product that they could do
that they could build, that they would be uniquely suited to that would turn this all around?
If you could pick it on their roadmap, what would it be?
Got it.
Okay, so we've got Optimus, we got the device you're talking about, this ambient assistant is part Siri and part maybe a pendant that records your behavior in the world and gives you feedback to it.
And that's what they're calling a puck, perhaps that Johnny Ive has made or these pendants that record everything.
Thomas, what's your thought on the one product they could create?
They can even be in a candle lit bath with you.
Friedberg could be in there.
Or you and I, I have a bath for two.
You and I could be a candlelit bath for two.
Chamath, do you have a device before we go on to IPOs here?
Do you have a device or an angle for Apple to go after if they were truly ambitious?