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Mac OS Ken

Apple's A.I. and Leadership Future - MOSK: 07.10.2025

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 10 July 2025

⏱️ 17 minutes

🧾️ Download transcript

Summary

- Nvidia First Publicly Traded Company to $4T Market Cap - Wedbush: Apple Needs to Buy A.I. Solution Perplexity - Evercore Likes Apple's Smooth COO Transition Plans - Who Gets Health and Apple Watch When Williams Leaves? - Cult of Mac: The Case for O'Brien as Apple's Next CEO - Bloomberg: Vision Pro Revision to Sport Better Processor and Comfy Strap - Report: Apple Bidding for Streaming Rights to Formula 1 Races - Apple TV+ Outs Trailer for Fourth Season of "The Morning Show" - Bluetooth listening vulnerabilities, problems with printers, and AT&T's account safety offering on Checklist No. 430 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Transcript

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0:00.0

This is MacOS Ken.

0:08.8

Market caps and the self-promoting future.

0:12.2

Oh, look at who might do what in Apple's future.

0:15.9

And shocking news around Apple and F1, not the movie.

0:21.2

It is Thursday, the end of July, 2025.

0:24.8

I'm Ken Ray, and this is news from MacOS Ken, brought to you by yours truly and supported by

0:33.8

people like you, patrons through Patreon.

0:38.8

Find out more and then your support at patreon.com slash macOS can.

0:47.4

For one brief shining moment on Wednesday, a publicly traded company touched the heavenly

0:53.3

realm that was a $4 trillion market

0:56.2

cap, and it wasn't Apple. In fact, the highest on the list of publicly traded companies

1:02.1

by value Apple could possibly be at this point is third. As of midday Wednesday, the

1:08.1

Cooper Tino company had a market cap of $3.1 trillion.

1:12.2

That was well behind Microsoft with its market cap of $3.7 trillion.

1:17.5

Both Mr. Softy and the Cupertino Company were swimming in the wake of Chipmaker NVIDIA.

1:23.5

It had a market cap of $3.97 trillion, though, for one brief shining moment on Wednesday, a piece from 9 to 5, Max says it touched the heavenly realm that was a $4 trillion market cap.

1:41.3

So that's that part of that race over.

1:45.2

How did InvidIA do it?

1:48.0

By building servers optimized for AI.

1:52.4

Now, I hit on an idea yesterday that both blew my mind and hurt my head.

1:58.6

Part of me is thought for the last year or so that what we're seeing in AI

2:02.1

is the same thing that we saw in years past with blockchain and crypto and web 2.0, and back it

...

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