Jaiden Schaefer

There's one VC firm in particular I've seen that they bought like 20 of them.

They linked them all together on a server rack and they gave each of them like is its own employee and they give them our own email and Slack address and they ping it on Slack and tell it to do things and it goes and accomplishes tasks for them.

And apparently it's automated like 10 to 20% of everything they do in their organization.

So, I mean, there's a lot of really interesting things going on, but people are buying these Mac minis in bulk to run these tools, which is just hilarious to me.

So a whole bunch of reports are saying that these are sold out everywhere, like I was mentioning.

I think this is pretty ironic.

Apple is, you know, slow and kind of behind on all the software, but somehow the hardware is...

They're making all their money.

And maybe this is their strategy all along.

I saw another post recently on X where they were showing the CapEx of some of the top companies, some of the top tech companies.

There was Google, there was Meta, there was Microsoft, and there was Apple.

And it was showing the CapEx.

And with this AI boom, Google, Meta, Microsoft, all of them have their CapExes absolutely exploded, you know, spending hundreds of billions of dollars to build out data centers for everything.

And Apple has just stayed flat.

They are just...

chilling.

They're not spending up a ton of money to build these AI products.

And I think they're just maybe waiting for this wave to pass.

And they're like, hey, look, we'll just partner with Google on whatever we need to get the AI to do.

And we'll keep kind of doing what we're doing.