Mark Gurman

And then you can't do it too often because if you do it too often, it doesn't have the power that it has if you do it only every so often.

I think it's going to enable some features for future AirPods, smart glasses, and mixed reality headsets and all that.

But it's not fundamental to the overall AI strategy, which I think they're still trying to figure out.

It's just one piece of the puzzle.

He didn't do a very good job.

Why not?

Well, I think his statement was kind of worthless because.

In some respects, I think that he spent, I don't know if it's a statement talking about how the president, the one who's overseeing the policies that led to the situation in Minneapolis, has his ears wide open to listen to feedback.

I mean, I'm not sure.

That's what his employees who are sort of revolting internally about this were looking for.

I think they were looking for Tim Cook to take some sort of stand here, and he really didn't.

From his perspective, he's scared to upset Trump and get tariffs and other policies slapped onto Apple's business.

So you'll see him continue to do what he's doing because –

This is not about taking a stand at this point for him.

This is about protecting the underlying business.

And the results speak for themselves.

The underlying business seems pretty well protected.

Massive, massive quarter.

This is a home run.

Their greatest quarter ever by orders of magnitude.