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i've studied Apple basically my whole career if you think about their defining competitive advantage was the
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integration of hardware and software that led to the beautiful MacBook that we're all using it led to the iPhone and
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the fact that they were so coupled between hardware and software the user interface you know etc and I think it
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directly led to them winning let's call the mobile era in AI they're the opposite they don't control the silicon
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they don't control the underlying models and so now they're back to maybe using a
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historical analogy the PC makers who didn't control the OS that's right so I think the good news for them is look
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they still have a monopoly on users they have 3 trillion of market cap to kind of
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play with so I think it's way too early to count them out what's the most extreme thing that they could do just
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for intellectual sake right buy OpenAI for 500 billion i'm just going to put a crazy thing out there right so you think
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okay that's the most extreme well is it even that extreme and what would Apple's
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stock do that day go up that's my view too i actually think it would go up not down even if they did something like
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that I would love to see them be a little bit more aggressive you guys remember when Steve Jobs bought Finger
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Works it was this tiny acquisition they made this little trackpad that you could
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use your fingers on no one figured out why they did this and then in turn into multi-touch and scrolling right so I
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think it's going to be fascinating to see what they