Gavin Baker

speaker

289 appearances 1 recordings 1 series first heard Aug 2025 last heard Aug 2025

Gavin Baker’s voice in public audio — every appearance, attributed to the second.

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So I just think it is what it is.

I think you'll see these articles and it's gonna be hard to stop, but I don't I don't think it's all that dispositive.

Well, I mean, as an investor, buybacks are great.

And I think there's often a false dichotomy made between buybacks and R D.

I mean, Apple

certainly could have afforded to do both.

And you know, maybe it would have been better, you know, I what what was the status a trillion dollars?

You know, maybe they should have bought seven hundred billion dollars.

Well, with seven

the should have spent two hundred billion less and spent that on data centers and been like a real competitor in AI.

And I just continue to be baffled.

by Apple's you know, and I think they're very comfortable being late to markets, you know.

The iPhone was not the first smartphone.

You know, the, you know, the iPad was not the first, um, you know, it was the first tablet.

Yeah.

But you know, there was the, you know, there's the Palm Pilot.

There are all those devices from kind of the, you know, the bubble.

But I'm just

shocked at their inaction and ineptitude in AI, how bad the products are from a user perspective.

I mean they're they're terrible.

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