Lou Whiteman

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.

Definitely not Paramount.

Maybe a Hasbro or a Mattel for merch reasons.

I think something like that, maybe.

But I really think, just wait a few years and see how electronic arts goes, and I'll probably just end up buying that.

I mean, sure.

I mean, if they can get it, I don't I mean, I like the strategy.

I don't know how much how desperate they feel to to do another big deal, especially burned after the last one.