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Microsoft versus Apple.

Okay, so can we just be honest.

We won't even need to lead up most disappointing WWDC i've seen in the last let me be hyperbolic and sensation of last fifteen years.

AI got kicked down the road to twenty twenty six.

This is my announcement.

If Apple does not deliver a significant AI development in twenty twenty six, I'm going to tell.

Everybody to sell all on the Apple.

What had that's strong.

That's next year.

So so you you potentially as of in a couple of months, you could potentially liquidate every Apple position.

Position Yep, why why they had?

Okay, well let's go to some facts.

Uh so they are three months and the negative with no prospect for doing better you've had.

I'm not even including Cursor or any of the startups who have made signific can't headwinds in AI.

They've just missed the ball at every turn.

I know they have the anthropic partnership they talked about, but to be a tech leader and not have a sign we got liquid glass, Nobody asks for that.

No one asks for the emoji Khan Like, it's just it's them not reading the room.

It's like, if I'm go ahead, No.

I'm only going because I want to give somebody some high praise.

Shout out to Sonata.

Know we brought it up last week Snapoel, who's one of the most incredible minds when it comes to AI in terms of the liquid glass.

She had an adope pose it and maybe we'll repose it.

I'll go check her out.

But she said that you're right, nobody asks for the liquid glass when it comes to the phone.

But that might be a hint at something that they are developing, which could be eyeware right, because the technology of the glass is to see transparently, and so how do you interact with the world while having glass on?

That's the technology that they said, who needs it on the phone?

You're not looking?

But if they developed the technology, is that now a precursor for what is to come?

Which kind of got me thinking, like they better have something that this is going to be useful.

We would they be better than the meta ray bands.

Meta ray bands is clicking.

I can't front.

I see people just wearing those better.

But okay, imagine if we talked about investing and like I just missed in video being pro Chevron, that is.

The equivalent of what Apple has done.

Google has made significant hit winds the partnership with Microsoft and Open Eye.

It doesn't get talked about that Apple could have bought into that same partnership structure with open Ai.

They missed Claude, We talked it on the hardware standpoint, they missed buy a Dji.

They've just missed on too many fronts, And it seems like that the leadership culture is so insulated amongst each other They're not seen and looking ahead to what's next.

Love the company, but.

I just think it's either time to either Tim Cook goes e care mean seat and they need another CEO, or they need significant headwinds in AI development.

Like it's thirty companies that are available that could be for purchase that would help.

Like Siri probably is the worst before meing automation tool in all of tech comparison, Canva has made bigger headwinds in AI than Apple.

How does that happen?

So if you okay, so if you sell an Apple, what company takes that to tech?

It's a great question get your tickets to.

But doesn't that treasure chest almost give it some leadway to say what it is next?

And whenever, like everybody agrees that AIS and its emphasy stages is still in the first maybe second in and that treasure chest that they have, that one hundred and whatever thirty billion that they have.

They're parking in treasury.

It's like a hedge fund.

But they could potentially just skip the line and say that's the next technology.

Hey we got a buy.

They still have a chance, or is it too late?

Open AI so far ahead that that is clearly going to be the technology and everybody else is playing second place.

Okay, here's the Landscape, Cursor, AI, Grock Xai, Open Ai, Anthropic Camp, that's Campbell.

That's six companies that have gotten significantly better.

Three of which they could have purchased.

It's not the issue of capital, it's it's a leadership issue.

So no different than like Thibadeau had a good team couldn't get to the promised land.

Now I'm not saying that Tim is Thibodeau, but having the capital and not allocate them properly are two different things.

Or our respective or if they just said, hey, we're not going to invest significantly into AI, but we're going to focus on these sectors, I could live with that.

What happened to the developments and.

Healthcare they were doing three or four years ago went to the wayside.

And I keep bringing this up.

That beef that Tim Cook and Mark Zuckerberg has has clouded Tim Cook's judgment for the last three years.

Even with the car.

The car thing was to get Elon out of the way because they had a little kerfuffle.

I need and the issue isn't the employees or some of the SVPs.

There is the upper management that is stopping this from happening.

So I just need to see more innovator and quiz question for everyone tonight, how much has it dropped since October of last year?

Well, so, okay, Well there's a consistent reactive versus a proactive in terms of innovation.

You're right, and this.

Isn't one of those cases where they can let everyone else develop the technology and they come in and take it.

It's too far ahead for them.

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