Jon Quast

I wouldn't necessarily say, though, that this is Abel trying to establish himself and make a name for himself and go his own direction.

If you look at the stake that Berkshire has in Kraft Heinz, yes, it is huge.

And yet it's only 2.4% of Berkshire's total stock portfolio.

And so if he was going to make his mark, he'd do it in another company such as Coca-Cola or American Express, selling off these much more important positions.

But I think he's just tidying up the portfolio from something that he recognizes maybe isn't going to deliver the returns they're looking for.

And Buffett's already expressed that he's disappointed.

Let's see you do it.

We've talked before on this show about personalized AI and how Alphabet really does have a good hand to play when you consider its distribution and all of its products that integrate together.

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.