Mark Gurman

People are still buying iPhones.

You saw the $85 billion worth of sales, which could have even been more, if not for some manufacturing challenges.

But the challenge is, where is OpenAI?

Where is Anthropic?

Where are Google going to be at the end of this year, right?

They're likely to be well ahead of where they are today.

So that's really what we have to pay attention to.

My belief is the only reason they're going to be able to get this done this year, which I still believe they're going to do despite these latest snags during testing, is because their models are being improved by the Google Gemini team as part of that collaboration between the research labs at both Apple and Google.

That is going to be a major boon for them.

I do expect this big Siri chatbot revamp in iOS 27 coming out with the iPhones in the fall to be pretty nifty and pretty cool, a new way to control your phone with AI.

They just need to pull it off, and I think they will.

But the big question is, how impressive is it going to be in September compared to whatever OpenAI and Gemini has for their own customers and Dropik has with Claude in six months from now?

So he covered a lot of similar ground to things that we've heard before in congressional testimony and other public remarks about this issue of social media addiction.

Obviously, what's unique here is the context in which he was giving this testimony, which is this landmark case that's testing whether juries will respond to claims that these companies knowingly designed their platforms to addict young users.

But we heard him cover a lot of different ground.

As you noted, he talked about this issue of clinical addiction versus problematic use, which is something that we hear a lot from social media companies referring to people who use the platforms more than maybe they feel good about.

We also heard him talk about some internal emails in the company when he was asked about them by the lawyer about decisions they were weighing about certain features on the platform related to photo filters on Instagram.

This is a process, right?

Both sides present arguments.

You have plaintiffs.