D.C. Reactions + Siri and A.I. Pondering - MOSK: 08.11.2025

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 11 August 2025

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

- More Reactions to Apple’s $600B US Investment Plan - Parsing Apple's Spending Plan - Alexa+ Shows Merit of Apple's Wait on Smarter Siri - WSJ Weighs Apple’s Privacy Ethos in Age of A.I. - Checking in on the Saint Paul cyberattack plus an upcoming tweak to the iPhone and iPad Wi-Fi picker on Checklist No. 435 - Find it today at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - 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	More reactions to the Oval Office thing.
0:11.6	Wondering how Apple could spend $600 billion and questions around AI and Siri.
0:19.1	It is Monday the 11th of August, 2025.
0:22.4	I'm Ken Ray, and this is news from MacOS Ken.
0:28.1	Brought to you by yours truly and supported by people like you.
0:33.2	Patrons through Patreon.
0:36.2	Find out more and add your support at patreon.com slash macOS can.
0:45.0	They've trickled in, but a few more from the financial front have offered reactions to Tim Cook's trip to DC
0:50.8	and Apple's $100 billion announcement.
0:55.4	That was the press release about which I told you last week that as Apple upping its
0:59.6	investment in manufacturing in the U.S. from $500 billion to $600 billion over the
1:06.1	next four years.
1:08.0	It was also the trip that saw Apple CEO giving President Trump a participation trophy or something.
1:15.0	Apple 3.0 has collected a few more notes on the subject. While many have seen Cook's visit to the White House as the height of obsequiousness, J.P. Morgan and Les Miqueatterjee says, Apple and Tim Cook delivered a masterclass in managing uncertainty after months and months of overhang relative to the potential challenges the company could face from tariffs.
1:39.8	Of course, apparently dodging those tariffs is the big deal.
1:44.8	Quoting his note again, the exemption from tariffs suggested for Apple on account of the higher
1:50.2	investment flips the narrative on the overhang on the shares in relation to tariff uncertainty
1:55.6	to now position the company to have the least tariff-associ associated risk relative to hardware peers, which have to
2:02.5	navigate the suggested 100%
2:05.1	tariff on semiconductors.
2:08.4	Mr. Chatterjee has an overweight rating on
	...

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