Apple Faces the AI Future

About this episode

The episode discusses Apple's future in AI following Tim Cook's departure, featuring insights from Gene Munster on the company's strategy and the broader tech landscape.

With Tim Cook stepping down from Apple this Fall, the future of one of the world’s most valuable companies and brands falls to John Ternus who must prove that the company’s AI future is bright and profitable. Gene Munster of Deepwater Asset Mgmt. drops in with a blueprint for Apple and puts the AI build-out for Big Tech in perspective. Plus, it’s put up or shut up time for mega-cap tech earnings, and investors couldn’t be more bullish. And, why tomato prices are smashing records, and what else is absurdly expensive right now. Learn more about your ad choices. Visit podcastchoices.com/adchoices

People in this episode

Host: Caleb Silver

Guest: Gene Munster

Topics covered

• Apple
• AI
• technology
• investing
• economics
• earnings
• inflation

Keywords

• Apple
• AI future
• Tim Cook
• John Ternus
• Gene Munster
• tech earnings
• inflation
• tomato prices

Mentioned in this episode

Organizations: Apple, Big Tech

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