1 00:00:01,240 --> 00:00:02,000 Speaker 1: Earners. What's up. 2 00:00:02,080 --> 00:00:04,560 Speaker 2: You ever walk into a small business and everything just 3 00:00:04,720 --> 00:00:07,880 Speaker 2: works like The checkout is fast, the receipts are digital, 4 00:00:08,400 --> 00:00:11,399 Speaker 2: tipping is a breeze, and you're out the door before 5 00:00:11,400 --> 00:00:15,560 Speaker 2: the line even builds. Odds are they're using Square. We 6 00:00:15,720 --> 00:00:18,280 Speaker 2: love supporting businesses that run on Square because it just 7 00:00:18,280 --> 00:00:21,520 Speaker 2: feels seamless. 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It's not just about payments, it's about giving 15 00:00:45,240 --> 00:00:47,519 Speaker 2: you time back so you can focus. 16 00:00:47,159 --> 00:00:48,760 Speaker 1: On what matters most Ready. 17 00:00:48,760 --> 00:00:52,159 Speaker 2: To see how Square can transform your business, visit Square 18 00:00:52,240 --> 00:00:56,760 Speaker 2: dot com backslash go backslash eyl to learn more that 19 00:00:56,960 --> 00:01:02,400 Speaker 2: Square dot com backslash, go backslash eyl. Don't wait, don't hesitate. 20 00:01:02,520 --> 00:01:04,880 Speaker 2: Let's Square handle the back end so you can keep 21 00:01:04,920 --> 00:01:11,000 Speaker 2: pushing your vision forward. This episode is brought to you 22 00:01:11,040 --> 00:01:13,320 Speaker 2: by P and C Bank, a lot of people think 23 00:01:13,360 --> 00:01:17,240 Speaker 2: podcasts about work are boring, and sure they definitely can be, 24 00:01:17,760 --> 00:01:21,000 Speaker 2: but understanding of professional's routine shows us how they achieve 25 00:01:21,080 --> 00:01:25,280 Speaker 2: their success little by little, day after day. It's like 26 00:01:25,360 --> 00:01:28,160 Speaker 2: banking with P and C Bank. It might seem boring 27 00:01:28,160 --> 00:01:31,080 Speaker 2: to save, plan and make calculated decisions with your bank, 28 00:01:31,440 --> 00:01:33,920 Speaker 2: but keeping your money boring is what helps you live 29 00:01:34,080 --> 00:01:38,080 Speaker 2: or more happily fulfilled life. P and C Bank Brilliantly 30 00:01:38,160 --> 00:01:42,720 Speaker 2: Boring since eighteen sixty five. Brilliantly Boring since eighteen sixty 31 00:01:42,720 --> 00:01:46,000 Speaker 2: five is a service mark of the PNC Financial Service Group, Inc. 32 00:01:46,480 --> 00:01:50,320 Speaker 2: P and C Bank National Association Member FDIC. 33 00:01:51,720 --> 00:01:58,200 Speaker 1: Microsoft versus Apple. Okay, so can we just be honest. 34 00:01:58,480 --> 00:02:02,720 Speaker 3: We won't even need to lead up most disappointing WWDC 35 00:02:03,000 --> 00:02:06,560 Speaker 3: i've seen in the last let me be hyperbolic and 36 00:02:06,720 --> 00:02:11,760 Speaker 3: sensation of last fifteen years. AI got kicked down the 37 00:02:11,800 --> 00:02:16,359 Speaker 3: road to twenty twenty six. This is my announcement. If 38 00:02:16,400 --> 00:02:20,040 Speaker 3: Apple does not deliver a significant AI development in twenty 39 00:02:20,080 --> 00:02:21,840 Speaker 3: twenty six, I'm going to tell. 40 00:02:21,720 --> 00:02:28,400 Speaker 1: Everybody to sell all on the Apple. What had that's strong. 41 00:02:28,240 --> 00:02:32,360 Speaker 4: That's next year. So so you you potentially as of 42 00:02:32,760 --> 00:02:36,840 Speaker 4: in a couple of months, you could potentially liquidate every 43 00:02:36,919 --> 00:02:38,240 Speaker 4: Apple position. 44 00:02:37,960 --> 00:02:42,200 Speaker 3: Position Yep, why why they had? 45 00:02:42,240 --> 00:02:44,280 Speaker 1: Okay, well let's go to some facts. 46 00:02:44,480 --> 00:02:49,919 Speaker 3: Uh so they are three months and the negative with 47 00:02:50,040 --> 00:02:54,799 Speaker 3: no prospect for doing better you've had. I'm not even 48 00:02:54,880 --> 00:02:58,360 Speaker 3: including Cursor or any of the startups who have made 49 00:02:59,600 --> 00:03:05,080 Speaker 3: signific can't headwinds in AI. They've just missed the ball 50 00:03:06,040 --> 00:03:10,280 Speaker 3: at every turn. I know they have the anthropic partnership 51 00:03:10,320 --> 00:03:14,959 Speaker 3: they talked about, but to be a tech leader and 52 00:03:15,040 --> 00:03:19,000 Speaker 3: not have a sign we got liquid glass, Nobody asks 53 00:03:19,040 --> 00:03:24,000 Speaker 3: for that. No one asks for the emoji Khan Like, 54 00:03:24,040 --> 00:03:26,640 Speaker 3: it's just it's them not reading the room. 55 00:03:26,720 --> 00:03:28,600 Speaker 1: It's like, if I'm go ahead, No. 56 00:03:28,840 --> 00:03:31,040 Speaker 2: I'm only going because I want to give somebody some 57 00:03:31,120 --> 00:03:31,560 Speaker 2: high praise. 58 00:03:31,639 --> 00:03:32,520 Speaker 1: Shout out to Sonata. 59 00:03:32,560 --> 00:03:34,440 Speaker 2: Know we brought it up last week Snapoel, who's one 60 00:03:34,480 --> 00:03:36,760 Speaker 2: of the most incredible minds when it comes to AI 61 00:03:37,160 --> 00:03:39,800 Speaker 2: in terms of the liquid glass. She had an adope 62 00:03:39,880 --> 00:03:41,960 Speaker 2: pose it and maybe we'll repose it. I'll go check 63 00:03:41,960 --> 00:03:44,960 Speaker 2: her out. But she said that you're right, nobody asks 64 00:03:45,000 --> 00:03:46,800 Speaker 2: for the liquid glass when it comes to the phone. 65 00:03:47,360 --> 00:03:50,520 Speaker 2: But that might be a hint at something that they 66 00:03:50,560 --> 00:03:55,440 Speaker 2: are developing, which could be eyeware right, because the technology 67 00:03:55,480 --> 00:03:58,160 Speaker 2: of the glass is to see transparently, and so how 68 00:03:58,160 --> 00:04:00,800 Speaker 2: do you interact with the world while having glass on? 69 00:04:01,360 --> 00:04:04,040 Speaker 2: That's the technology that they said, who needs it on 70 00:04:04,080 --> 00:04:07,280 Speaker 2: the phone? You're not looking? But if they developed the technology, 71 00:04:07,480 --> 00:04:10,360 Speaker 2: is that now a precursor for what is to come? 72 00:04:10,800 --> 00:04:13,920 Speaker 2: Which kind of got me thinking, like they better have 73 00:04:14,040 --> 00:04:15,960 Speaker 2: something that this is going to be useful. 74 00:04:16,000 --> 00:04:18,440 Speaker 1: We would they be better than the meta ray bands. 75 00:04:19,240 --> 00:04:21,320 Speaker 1: Meta ray bands is clicking. I can't front. I see 76 00:04:21,320 --> 00:04:23,800 Speaker 1: people just wearing those better. 77 00:04:24,400 --> 00:04:27,640 Speaker 3: But okay, imagine if we talked about investing and like 78 00:04:28,040 --> 00:04:33,720 Speaker 3: I just missed in video being pro Chevron, that is. 79 00:04:33,680 --> 00:04:35,560 Speaker 1: The equivalent of what Apple has done. 80 00:04:35,800 --> 00:04:40,160 Speaker 3: Google has made significant hit winds the partnership with Microsoft 81 00:04:40,240 --> 00:04:42,240 Speaker 3: and Open Eye. It doesn't get talked about that Apple 82 00:04:42,279 --> 00:04:46,040 Speaker 3: could have bought into that same partnership structure with open Ai. 83 00:04:46,480 --> 00:04:51,400 Speaker 3: They missed Claude, We talked it on the hardware standpoint, 84 00:04:51,400 --> 00:04:54,400 Speaker 3: they missed buy a Dji. They've just missed on too 85 00:04:54,440 --> 00:04:58,880 Speaker 3: many fronts, And it seems like that the leadership culture 86 00:04:58,920 --> 00:05:01,880 Speaker 3: is so insulated amongst each other They're not seen and 87 00:05:01,920 --> 00:05:03,760 Speaker 3: looking ahead to what's next. 88 00:05:05,680 --> 00:05:08,320 Speaker 1: Love the company, but. 89 00:05:08,360 --> 00:05:13,000 Speaker 3: I just think it's either time to either Tim Cook 90 00:05:13,040 --> 00:05:15,320 Speaker 3: goes e care mean seat and they need another CEO, 91 00:05:16,760 --> 00:05:20,440 Speaker 3: or they need significant headwinds in AI development. Like it's 92 00:05:20,520 --> 00:05:24,080 Speaker 3: thirty companies that are available that could be for purchase 93 00:05:24,120 --> 00:05:27,560 Speaker 3: that would help. Like Siri probably is the worst before 94 00:05:27,600 --> 00:05:35,000 Speaker 3: meing automation tool in all of tech comparison, Canva has 95 00:05:35,080 --> 00:05:37,679 Speaker 3: made bigger headwinds in AI than Apple. 96 00:05:37,720 --> 00:05:38,840 Speaker 1: How does that happen? 97 00:05:39,240 --> 00:05:42,760 Speaker 4: So if you okay, so if you sell an Apple, 98 00:05:43,400 --> 00:05:46,400 Speaker 4: what company takes that to tech? 99 00:05:47,200 --> 00:05:52,480 Speaker 3: It's a great question get your tickets to. 100 00:05:53,279 --> 00:05:58,440 Speaker 2: But doesn't that treasure chest almost give it some leadway 101 00:05:58,520 --> 00:06:02,320 Speaker 2: to say what it is next? And whenever, like everybody 102 00:06:02,320 --> 00:06:05,000 Speaker 2: agrees that AIS and its emphasy stages is still in 103 00:06:05,000 --> 00:06:08,000 Speaker 2: the first maybe second in and that treasure chest that 104 00:06:08,040 --> 00:06:10,880 Speaker 2: they have, that one hundred and whatever thirty billion that 105 00:06:10,920 --> 00:06:11,280 Speaker 2: they have. 106 00:06:11,680 --> 00:06:13,400 Speaker 1: They're parking in treasury. It's like a hedge fund. 107 00:06:14,160 --> 00:06:17,240 Speaker 2: But they could potentially just skip the line and say 108 00:06:17,320 --> 00:06:19,800 Speaker 2: that's the next technology. Hey we got a buy. They 109 00:06:19,839 --> 00:06:22,000 Speaker 2: still have a chance, or is it too late? Open 110 00:06:22,040 --> 00:06:24,200 Speaker 2: AI so far ahead that that is clearly going to 111 00:06:24,240 --> 00:06:26,119 Speaker 2: be the technology and everybody else is playing second place. 112 00:06:27,040 --> 00:06:33,480 Speaker 3: Okay, here's the Landscape, Cursor, AI, Grock Xai, Open Ai, 113 00:06:33,960 --> 00:06:39,160 Speaker 3: Anthropic Camp, that's Campbell. That's six companies that have gotten 114 00:06:39,279 --> 00:06:40,680 Speaker 3: significantly better. 115 00:06:41,080 --> 00:06:42,880 Speaker 1: Three of which they could have purchased. 116 00:06:44,120 --> 00:06:49,680 Speaker 3: It's not the issue of capital, it's it's a leadership issue. 117 00:06:50,960 --> 00:06:53,000 Speaker 3: So no different than like Thibadeau had a good team 118 00:06:53,279 --> 00:06:55,200 Speaker 3: couldn't get to the promised land. Now I'm not saying 119 00:06:55,240 --> 00:06:59,400 Speaker 3: that Tim is Thibodeau, but having the capital and not 120 00:06:59,520 --> 00:07:02,960 Speaker 3: allocate them properly are two different things. Or our respective 121 00:07:03,040 --> 00:07:05,560 Speaker 3: or if they just said, hey, we're not going to 122 00:07:05,640 --> 00:07:09,880 Speaker 3: invest significantly into AI, but we're going to focus on 123 00:07:09,920 --> 00:07:11,640 Speaker 3: these sectors, I could live with that. 124 00:07:12,240 --> 00:07:14,040 Speaker 1: What happened to the developments and. 125 00:07:14,000 --> 00:07:16,720 Speaker 3: Healthcare they were doing three or four years ago went 126 00:07:16,760 --> 00:07:17,640 Speaker 3: to the wayside. 127 00:07:17,920 --> 00:07:19,440 Speaker 1: And I keep bringing this up. 128 00:07:19,920 --> 00:07:24,240 Speaker 3: That beef that Tim Cook and Mark Zuckerberg has has 129 00:07:24,320 --> 00:07:28,119 Speaker 3: clouded Tim Cook's judgment for the last three years. Even 130 00:07:28,120 --> 00:07:30,000 Speaker 3: with the car. The car thing was to get Elon 131 00:07:30,080 --> 00:07:31,920 Speaker 3: out of the way because they had a little kerfuffle. 132 00:07:33,320 --> 00:07:37,720 Speaker 3: I need and the issue isn't the employees or some 133 00:07:37,880 --> 00:07:40,560 Speaker 3: of the SVPs. There is the upper management that is 134 00:07:40,600 --> 00:07:44,160 Speaker 3: stopping this from happening. So I just need to see 135 00:07:44,160 --> 00:07:47,120 Speaker 3: more innovator and quiz question for everyone tonight, how much 136 00:07:47,160 --> 00:07:49,760 Speaker 3: has it dropped since October of last year? 137 00:07:51,720 --> 00:07:56,200 Speaker 2: Well, so, okay, Well there's a consistent reactive versus a 138 00:07:56,240 --> 00:07:57,920 Speaker 2: proactive in terms of innovation. 139 00:07:58,040 --> 00:07:58,880 Speaker 1: You're right, and this. 140 00:07:58,800 --> 00:08:01,000 Speaker 3: Isn't one of those cases where they can let everyone 141 00:08:01,040 --> 00:08:05,280 Speaker 3: else develop the technology and they come in and take it. 142 00:08:05,280 --> 00:08:06,640 Speaker 1: It's too far ahead for them. 143 00:08:07,080 --> 00:08:10,760 Speaker 5: An illegal alien from Guatemala charged with raping a child 144 00:08:10,800 --> 00:08:14,600 Speaker 5: in Massachusetts. 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