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Speaker 3: Apple flop announcement of sixteen e Are you disappointed in
Speaker 3: the release and that big announcement? What should they do next?
Speaker 3: What's supposed to do?
Speaker 1: Okay, I just give you a congratulations. Last week you
Speaker 1: said it was gonna be a phone. I was like, na, dam,
Speaker 1: I gotta do something silly like that.
Speaker 4: Okay. I've learned the sandwich method, so I want to
Speaker 4: try this week. Okay. So, congrats on the investment into
Speaker 4: the country. After you went and had a conversation with
Speaker 4: executive leadership in the country. Some of those jobs will
Speaker 4: be coming to Houston, Texas, which I'm in, so it
Speaker 4: will create jobs. I love that you're trying to aid
Speaker 4: in the GDP growth and thwarting China from becoming a
Speaker 4: superpower when it comes to AI. Okay, he's in the
Speaker 4: middle of the sandwich. We don't need another fucking phone.
Speaker 3: Respectfully.
Speaker 4: I know y'all locked my account HQ. I know y'all
Speaker 4: mad at me for y'all to be in a common Yo.
Speaker 4: You don't got to relate. HQ's mad at me. I
Speaker 4: love them, but they don't love me no more. It's okay,
Speaker 4: we need something. You should have made that damn oculus
Speaker 4: knock off five ninety nine.
Speaker 2: The old division bro Yes, because that's arrival. What happened
Speaker 2: to the glucose monitor?
Speaker 4: Watch? Why I can know my breath rate? Listen? I
Speaker 4: love Apple, I love to cook. This is true, and
Speaker 4: I tell you this for every entrepreneur.
Speaker 2: This is why.
Speaker 4: Okay, when investors come up though, like drum line up
Speaker 4: there right, because if you have too many flops in
Speaker 4: the row, what happens you put on waivers. Apple is
Speaker 4: being outperformed. Okay, let me ask you this. Where is
Speaker 4: their AI Elon built something eighteen months when Apple could
Speaker 4: have went and bought deep Seek, you could have bought
Speaker 4: a deep fake and put that shit in the iPhone.
Speaker 4: Where is it go back to the positive? One of
Speaker 4: the greatest CEOs of all time. He's operated his way
Speaker 4: into a molti to trillion dollar market CAB. I get
Speaker 4: all that stock is performing well, but they do need
Speaker 4: another hit product. And I'm gonna keep saying, you need
Speaker 4: to go find Johnny Ive, take him out of his consultancy,
Speaker 4: pay him whatever fifty million dollars he wants a year.
Speaker 4: They need another hit product. I know they get thirty
Speaker 4: percent out of the ecosystem. I've been investing in Apple
Speaker 4: for a long time. But if this does not become better,
Speaker 4: which is the onboarding tool to get people in tech on,
Speaker 4: it is going to have an issue. And it's a
Speaker 4: lot of videos from Apple fanboys and in corporate who
Speaker 4: used to work there, who asks, who are asking now?
Speaker 4: Is Apple becoming our generation's IBM? We're not there yet,
Speaker 4: but we're almighty. Let me ask you how many how
Speaker 4: many does do I get on investment stage before you say, hey, bro,
Speaker 4: not this year?
Speaker 2: Boom back right?
Speaker 4: Oh no, thank you, thank you?
Speaker 2: You get what this is a lesson of the year.
Speaker 4: You get one time to fuck up in real life.
Speaker 4: You don't get what'st old boy who dropped it on
Speaker 4: the Ravens and he was like falling and my boys.
Speaker 2: The apology letter don't work.
Speaker 4: Put it in chat. You have to deliver a hit
Speaker 4: every time. In video. Even though Jensen starts signing breast,
Speaker 4: he's delivered hit product. And if you look over the
Speaker 4: last four years and Video has outperformed Apple in terms
Speaker 4: of product release, you could argue x is outperformed Apple
Speaker 4: on pure product release. We don't need another kiddie phone
Speaker 4: of sixteen.
Speaker 1: Yeah, at sixteen, I think the price point was what
Speaker 1: they were trying to sell us.
Speaker 2: It's going to be five ninety nine whatever. Yeah, I mean,
Speaker 2: it's whatever. It's not a new product.
Speaker 1: I thought they should move into the healthcare space and
Speaker 1: have a product that would do that. I thought maybe
Speaker 1: they would finally, hopefully, you know, figure out this vision
Speaker 1: pro situation where it only has check us out last year,
Speaker 1: it's been one year since release. It had two thousand
Speaker 1: and I think twenty one hundred apps when it opened
Speaker 1: right that first month. It now has eighteen hundred apps.
Speaker 1: They've actually gone down at loss for it. They've lost
Speaker 1: apps and so there's been no innovation there. It was
Speaker 1: supposed to be the product. It's a I mean, I
Speaker 1: thought that I have the product.
Speaker 2: It's a good part.
Speaker 1: They just don't have anything for it and they haven't
Speaker 1: built anything around it.
Speaker 2: So it sucks.
Speaker 4: But then you, oh, we got a new spectral release.
Speaker 2: It's meant yeah.
Speaker 1: But the stock, I mean, it hit its all time
Speaker 1: high New Year's Eve, Christmas Eve.
Speaker 2: I'm sorry, two hundred and sixty. It's not far off
Speaker 2: from that.
Speaker 1: Right today, it was at two hundred and forty eight dollars,
Speaker 1: So we're not talking about something that has declined dramatically,
Speaker 1: and they haven't really had the product. I know, they
Speaker 1: keep saying, oh, the cycle, the phone cycle, the phone cycle.
Speaker 2: The numbers are coming in for the phone cycle. Every quarter.
Speaker 2: We keep hearing that the phone cycle.
Speaker 1: Is gonna and it hasn't happened yet, and then today
Speaker 1: we hear the five hundred.
Speaker 2: So now we're talking about.
Speaker 1: A huge cap X spend, right, one hundred and twenty
Speaker 1: five billion a year. I know you just questioned where
Speaker 1: the AI it's for the infrastructure of it and the
Speaker 1: building of the data centers.
Speaker 2: But what is Apple? Does that mean?
Speaker 1: Like Apple AI is not going to be on our phones,
Speaker 1: like we're still waiting for that to happen. It's not
Speaker 1: going on at Apple. Still still in the portfolio. But yeah,
Speaker 1: a lot of questions, man, And it keeps performing. It
Speaker 1: just keeps performing.
Speaker 4: And you have to ask, Okay, if we go through
Speaker 4: the product line and let's just go through the main
Speaker 4: superstar products, is there a reason to buy an Apple
Speaker 4: iPad once every three years? Like it's almost a useless
Speaker 4: product that the Apple pin. It's too what most dev
Speaker 4: said about my boy, too many skews?
Speaker 2: Too many? Yeah, I mean what you got to app Watch?
Speaker 2: Do you need another Apple Watch? Do you need another iPad?
Speaker 4: No?
Speaker 2: They probably, I mean the problem. It's good, which is
Speaker 2: a great thing, but.
Speaker 1: It we don't have to update every year like we
Speaker 1: used to when it was the phone, Like you got
Speaker 1: it twelve, I gotta I think I don't even know
Speaker 1: what number I have, but I know we're almost up
Speaker 1: to seventeen, and I didn't get the last two at least.
Speaker 2: No, it works as long as.
Speaker 4: It were vote Tim Cook chairman, who gotta find another CEO?
Speaker 4: Just like when Doc Rivers run at one title of Boston.
Speaker 4: He looked good after that on paper, got it. Hey,
Speaker 4: thank you for the one. They're gonna go deliver him
Speaker 4: at the time when we need it. I don't know
Speaker 4: if he's a c Okay, it's Tim Cook with the
Speaker 4: racism included. It's Tim Cook better than Eli.
Speaker 2: As far as what CEO, I say, the same tier.
Speaker 2: They're in the same tier for sure.
Speaker 1: From what he's he's from the time he took over
Speaker 1: Apple to present day. I mean it's actually better than
Speaker 1: what Elon has done in Tensel. At the same time,
Speaker 1: they're three train dollar company.
Speaker 4: They are behind a lot of that off Steve Jobs back,
Speaker 4: and they don't give him.
Speaker 2: I'm just yo it this happened. Yeah, you feel me.
Speaker 4: And if all of y'all like yo, your Apple take
Speaker 4: is crazy, I'm part of the reason why you got
Speaker 4: invest into Apple. No, it's not HQ saying this shit too.
Speaker 4: But he run that shit like a like haf A too.
Speaker 4: So you can't say too much up there. But when
Speaker 4: Steve jobs impact get reduced to a theater, it tells
Speaker 4: you a lot about the new culture there that a
Speaker 4: lot of people don't like and a lot of people
Speaker 4: that are in executives on the executive side of Apple
Speaker 4: are leaving too.
Speaker 1: Yeah, that was that was what I was gonna They've
Speaker 1: lost a lot of talents, like the guys you mentionaged on, Like,
Speaker 1: they've lost talent that was able to create innovation.
Speaker 2: And so what's happened.
Speaker 1: Well, even the phones, it's like, we're gonna watch another company,
Speaker 1: whether it's Wild waih or we're gonna watch what they're
Speaker 1: doing Google.
Speaker 2: We'll watch what.
Speaker 1: They're doing inside the phone and we'll try to make
Speaker 1: it our own version of that and that'll be part
Speaker 1: of the new additions to the iPhone where it's like, nah, man,
Speaker 1: if you look in China, yup, they're not even in
Speaker 1: the top five anymore at all.
Speaker 2: They've been.
Speaker 4: Ya when a bunk of these companies came and pitched
Speaker 4: to be in your ecosystem and you told them the
Speaker 4: product wasn't good enough? What and don't package of seventeen
Speaker 4: af either, Rashau, you can take the meeting. See you're smart.
Speaker 4: You know that was Ian talking crazy. I love you,
Speaker 4: remember he said.
Speaker 2: That, right right?
Speaker 3: All right, all right, hit the like button and share
Speaker 3: an Apple.
Speaker 4: This is called an assessment swatter analysis. I know we're
Speaker 4: gonna get that you shouldn sell. No, not yet. I'm
Speaker 4: just just need to do better, like some of y'all
Speaker 4: men who got girlfriends who are disappointed. That's how the
Speaker 4: Stave Smith come here. Oh, don't tell about Seve Smith Black.
Speaker 2: That is beyond Dibarbo.
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