Lou Whiteman

We shouldn't get into it on this podcast, but it has a weird...

figure, which is just like, I don't know, that was an engineering compromise, I think.

Here's the point I want to make, though.

It's interesting going through this to me.

So many of the things were just, like Rachel said, slap AI on something we already have, or version 2, 3, 4.0 of something that's been tried and failed.

Pebble has a new ring.

LG is doing another paper-thin television that they say can just go on the wall with magnets.

We give Apple a ton of flack for not coming up with the next big thing.

And it makes me wonder, looking at what CES says the next big thing is, maybe we're just on a point of the technological curve where it's hard to come up with what our current

capabilities are, something that really, really moves the needle.

I mean, Johnny Eve and Sam Altman, if they come up with their AI imaginary friend device, whatever OpenAI spent billions for, maybe they'll make me look stupid.

But I just think maybe this, my investor takeaway is for Apple, maybe we're being too hard on them because I don't see anyone else knocking out of the park in terms of the next big thing either right now.

In 2013, Netflix co-CEO Ted Sarandos said, the goal is to become HBO faster than HBO can become us.

Spoiler alert, or what is this?

Is this a surprise ending or something?

They are going to become HBO in a weird way.

The first reaction is, wow!

I think it makes sense.

I can't help but make the stupid joke about 25 years ago, there was a market-defining deal where the target had Warner in the name and it marked the top.

I think this is different though, because I do think that AOL might have been coming from a place of desperation.