Lou Whiteman

But wait, hold on.

This pin will have a microphone, two cameras, an onboard processor, a battery, and all that, and also be flat and light enough to effortlessly attach to your clothes.

You got that?

All of these startups that John mentioned, one of the real problems was the stupid thing would keep falling off or it would be so heavy, it would rip into clothes.

We'll see.

Here, though, let's get serious for a second.

As an investor, if you're an Apple, this would be my worry.

The speculation here is that they are trying to rush something out ahead of whatever Johnny Ivey or whatever his name is, and OpenAI are trying to get out later this year.

That's just speculation.

I don't know what that's going on here.

But Apple has made its money on observe and iterate, come out not with the first thing,

But with the better version, if they are switched to, we got to be first because someone that we used to work with is going to release something.

That, I mean, again, the question forever with Apple is like, what's the next big thing?

I don't know if this is a positive development.

If, and I say if, this is the direction they're going, it's scramble and get something out and figure it out later.

That's not really the Apple winning strategy over time.

The obvious answer here, let's just wait a few years when the PE firms are ready to sell electronic arts.

Isn't that the best fit?

That's true.

That, to me, is what I come out to.