Zaid Admani

Now on top of this new Siri, according to Bloomberg's Mark Gurman, who's a friend of the show, Apple will also be launching some new home hub devices around the same time, which is Apple's answer to the Amazon Echo.

So in order for that home hub to be good, Siri has to be good.

Speaking of hardware, Apple also did a low-key launch yesterday of their M5 chip.

This new chip will be going into the MacBook Pros, the iPad Pros, and the Vision Pro.

Apparently they still sell that.

And this new M5 chip is 3.5 times faster in AI performance

compared to the M4.

But then again, no one's really using AI on these Apple devices in the first place.

But yeah, I think ultimately Apple is gonna have to find an AI company to acquire.

Software just really isn't their thing.

They continue to lose talent.

So I think it's time for Tim Cook to open up the checkbook and make a big acquisition.

They should have bought Anthropic when they had the chance.

It's too late now.

Now sticking with the AI theme, let's talk about chips.

The biggest chip manufacturer in the world, TSMC just reported earnings this morning and they had a monster quarter.

TSMC reported a 39% jump in profits to $14.8 billion last quarter, blowing past estimates and hitting another record high.

Revenues were also up 30% year over year to $33 billion.

You know, TSMC is a critical player in the AI boom because they're the only ones that physically make the advanced AI chips for Nvidia, AMD, Apple, essentially everyone.

The sports analogy I like to use is that Nvidia is the star quarterback of the AI boom.