Ed Elson
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Appearances Over Time
Podcast Appearances
But what do you think he got right?
Yeah.
Patrick...
I'd be curious to hear if you have anything to add on to that and potentially, but my follow-up is what do you think he got wrong?
Is this part of the AI problem here?
I mean, we talked about the fact that Apple is basically the only company that is not investing hundreds of billions of dollars into AI infrastructure.
I mean, look at Amazon, its CapEx is expected to reach $200 billion this year.
For Google, it's close to that, $175 billion.
And then Apple is going to spend only $14 billion.
They're actually cutting their spending.
Is that...
I mean, what does that say about the company?
Is that because they don't have vision or is it because they have discipline?
I mean, what are we to make of that?
And where is Tim Cook?
How does he play into that, Patrick?
Yeah.
Do you agree?
Stay tuned for more of this panel after the break.
And by the way, we are heading out on tour at the end of May.