Patrick McGee

And what are they doing?

They're doing the iPad magnets for two and a half years before calling it quits or something, right?

It's just it's a huge company.

And I don't know, fundamentally, just the honest statement.

I don't know if it's just the nature of a company that size or if it's Tim Cook's pedigree and risk aversion that just sort of makes the company a little bit dull, predictable and more like a utility than it ever has been.

So I think it's pretty nuanced because on the one hand, Apple would like to say, hey, we can just be the hardware engineering company.

Someone's going to build out massive data centers, you know, if it's open AI, if it's cloud, fine, but they're going to use the iPhone to access it.

And meanwhile, we'll actually collect 15 to 30 percent of every subscription, you know, supporting that ecosystem.

I mean, in that sense, it's brilliant.

But the nuance there also is that Apple had the first mover advantage with Siri.

Siri is pre Alexa.

It's pre any of this by a decade and they completely squandered the potential.

So the question is just going to be what sort of revolution is AI?

And if you if you if you listen to Demis Hassadis and Elon Musk and all these people.

I mean, if they are almost like half right about how much potential there is here, that it's the biggest change to computing since the web, if not much larger than that, then it's a strange place to be for like the world's most iconic company that has this creative five decade history behind it to basically not be involved and just be a sort of passive vehicle for other people's AI systems.

On the other hand, it's possible that, you know, they do just sort of ride this out, let every other every other company spend and just take the sort of Google partnership where they have where like they are literally being paid to be the vehicle.

And, you know, nobody really asks these days, why doesn't Apple have their own Google competitor?

It's kind of a nonsensical question.

And possibly AI is like that.

And so I sort of hate to say time will tell.