Tim Gettys

And this isn't like doom and gloom, like fear mongering.

This is what's happening right now.

And on top of it, we're seeing companies pull out from making RAM, period, for anything that's not AI use, like data centers and all that.

It's like, shit, dude.

Well, I do think that it's... Again, it goes back to at some point the bubble's going to burst of just this infinite growth and infinite put everything, put everything.

The AI stockholders are already like, okay, but what's the use case?

When you look at how much Apple has fumbled, Apple intelligence, I don't know how much you followed this, but like...

We're at a point now that it's essentially all but guaranteed that they're going to have to partner with Google, Gemini, because Apple just can't get it together.

And they're at this point where the last 18 months, their whole kind of push was Apple intelligence, Apple intelligence, Apple intelligence.

It's coming.

It's coming.

The new series is coming.

You buy the thing because the new series is coming.

It's still not here.

That's crazy.

I mean, even Gemini is like, the real Gemini is like a newer thing being like in its actual, what does it have?

1.0 or whatever it's at now.

But then there's Microsoft Copilot.

Like there's this battle happening right now.

And I think that groups are realizing what's the selling point to consumers with consumer products.