David Sacks

Now, because of the success of Gemini and the potential for personal digital assistants, personal agents...

I think we're probably pretty bullish on that company.

And look at their stock chart.

It reflects that.

I mean, I think it's doubled in the last year.

Now, you take something like Apple, on the other hand, and I'm not saying this is going to happen, but I'll just throw out a counterfactual, which is what if your personal digital assistant or a personal agent gets so good that you don't need to check your phone, you just tell it what to do, and you don't need the wall of apps anymore.

I mean, the way that you call an Uber won't be to...

punch a few buttons, you'll just tell it what to do.

So you could imagine the phone operating system getting disrupted if the agents are good enough.

Just to make the counter-argument against myself, I mean, even though I think that you'll just increasingly tell your agent what to do instead of be clicking around or

you know, touching the screen, you still need a dashboard or a user interface to like check on it and just see readouts of information.

You still need to be able to visualize it.

Where is the Uber that I've asked to be sent to me?

How far away is it?

Still want to see it on a map.

So I could imagine that even if, let's say, you know, Siri++ becomes the dominant way of interacting with your iPhone, you'll still...

want that apple user interface hard to say i mean i see a lot of people out there tweeting that apple is brilliant for kind of missing the whole ai wave and not spending a lot of money on data centers or capex and then there's other people who say well wait a second they're they're missing critical capabilities then there's a question of will they be able to make deals for you know an ai powered siri i don't know i think this is very hard to know at this point in time

Wait, wait, wait.

Why are we doing this in California?

I don't even think I can go back to the state at this point in time.