Jon Quast

To me, Apple is really just piggybacking on that.

It does have the consumer reach and the distribution and the products as well.

I think it can do personalized AI.

The partnership with Gemini makes sense.

Late Apple founder Steve Jobs once said, people don't know what they want until you show it to them.

Maybe Apple is going to show us that we really want this.

I can wrap my head around the use cases a little bit, but when it comes to what I'd actually use this for in the logistics of making it work,

I just don't see any AI device company out there that can get it done.

You look at the defunct startups out there that have tried and have failed.

I think that the Apple Vision Pro is a good example here.

We have talked about VR headsets forever.

I really think that Apple delivered a just beautiful product when it came to the Apple Vision Pro, and people haven't really adopted it because still... $3,500 is a lot to spend for a VR headset, to be fair.

That is a very good point.

That's a very good point.

But at the same time, were people who did buy it, were their lives really enriched in the way that they thought it was going to be?

I don't know that it actually delivered on the promises.

As far as potential IP goes, Nintendo is the cat's meow.

It has just so much untapped potential, and Disney could do a lot with that.

But I don't necessarily think that Disney needs more content.

It has so much already that it can make into so many different things.