Apple's first 50 years were defined by iconic hardware.

Products have changed how people worked, communicated, and lived.

Very few companies have reached this 50-year mark, let alone set the gold standard across multiple eras of technology

from personal computing to the smartphone.

But the real question now in the age of AI is can Apple hold its dominance or will it go to someone else?

What is the weather like today?

Here's the forecast for today.

It is that easy. In 2011, Apple looked early.

Siri was the first mainstream voice assistant debuting years before Google Assistant and Amazon Alexa.

But as AI became the defining technology of a generation, Apple failed to turn that early advantage

into lasting leadership.

They basically blew a five-year lead.

It was too soon.

The technology wasn't ready.

And so LLMs are bringing that now.

Meanwhile, Google built Gemini, OpenAI, built Chat, CBT, Anthropic built Claude in Siri,

despite reaching more than a billion users, never evolved into the platform that its

creators envisioned. That's the hardware company mindset in action.

We would kill to have the technology back then that exists now. So there are no further

technical barriers to any part of the Siri vision that we had from the old days.

The 20 plus years that I've been investing and analyzing this company, this is the biggest delay

that they've had by orders of magnitude.

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