Marco Arment

Yeah, but I didn't realize that that extended to the like addressable cool kind as well.

Yeah, but I didn't realize that that extended to the like addressable cool kind as well.

Yeah, I think I would side with the Historical Commission on this one.

Yeah, I think I would side with the Historical Commission on this one.

I recommend that path. Yes.

I recommend that path. Yes.

Anyway, I mean, you are talking about Germany, like maybe literally all of their counters are exactly the same size and shape. Like there's no other place that I would think that's a possibility. But in Germany, maybe. I don't know.

Anyway, I mean, you are talking about Germany, like maybe literally all of their counters are exactly the same size and shape. Like there's no other place that I would think that's a possibility. But in Germany, maybe. I don't know.

essentially get the same result but doing way less work and apparently they did yeah and i think you know we we've been in a pretty long span of technology you know companies and technology stocks and technology earnings and profits being pretty mature until very until you know the big llm and ai boom of the last couple of years

essentially get the same result but doing way less work and apparently they did yeah and i think you know we we've been in a pretty long span of technology you know companies and technology stocks and technology earnings and profits being pretty mature until very until you know the big llm and ai boom of the last couple of years

And I think it was easy for us to assume that the technology industry is stable now. But in the past, there have been periods where the tech industry was not so stable. There were big boom times. There were big technological changes. Obviously, the birth of the personal computer was a pretty big deal, shook a lot of stuff up.

And I think it was easy for us to assume that the technology industry is stable now. But in the past, there have been periods where the tech industry was not so stable. There were big boom times. There were big technological changes. Obviously, the birth of the personal computer was a pretty big deal, shook a lot of stuff up.

Then later on, the internet for home users really shook a lot of stuff up. You know, the consumer web came on with, you know, e-commerce that shook a lot of stuff up. And, you know, then mobile happened and that shook a lot of stuff up.

Then later on, the internet for home users really shook a lot of stuff up. You know, the consumer web came on with, you know, e-commerce that shook a lot of stuff up. And, you know, then mobile happened and that shook a lot of stuff up.

Yeah, and I think the LLM-based AI phase, I mean, I guess we're just calling it AI now, so I'm going to stop saying LLMs even though it's more correct, but whatever. So the AI era is upon us now, and all these things that have been stable are suddenly not so stable. It does create bubble dynamics. Bubbles do burst.

Yeah, and I think the LLM-based AI phase, I mean, I guess we're just calling it AI now, so I'm going to stop saying LLMs even though it's more correct, but whatever. So the AI era is upon us now, and all these things that have been stable are suddenly not so stable. It does create bubble dynamics. Bubbles do burst.

It does create a bunch of volatility in every market that is touched by it, which is, in this case, many markets, right?

It does create a bunch of volatility in every market that is touched by it, which is, in this case, many markets, right?

um so we have to assume like you know like i mean look geez like google now has disruption to their core search product for the first time ever like in their entire existence they have like more more disruption and more threat to google google search than we've ever had before um you know this is this is a big deal um and in fact i mean you know i'll leave tim cook alone for this episode for the most part but uh

um so we have to assume like you know like i mean look geez like google now has disruption to their core search product for the first time ever like in their entire existence they have like more more disruption and more threat to google google search than we've ever had before um you know this is this is a big deal um and in fact i mean you know i'll leave tim cook alone for this episode for the most part but uh