Subject: Re: Chris Bloomstran ,
What is Apple's position going to be?

who knows, but as we have seen from them in the past - they don't have to be first, they don't have to invent it. They just need to make it intuitive and useable for ma and pa and the kids.

I've always loved that they don't burn epic amounts of money on acquisitions and arms-race type capex. How long until the fruits of those $200 billion competitor capex budgets are essentially obsolete?

If Apple can hold their position with the consumer they will be ok.

Everyone is excited about the AI arms race spend, and I would be excited if I was supplying data centers with gear and power (picks and shovels baby!) but one company's revenue is the other company's capex and the obsolescence of these investments is probably a lot faster than the depreciation schedule on their books.