This podcast episode discusses various topics including Apple's new iPhone features and lack of enthusiasm for the recent Worldwide Developer Conference, Apple's strategy to improve accessibility to AI technologies, the challenges faced by Google, Microsoft, and Amazon in terms of relying on third parties for AI, the dynamics between Microsoft and Apple, customer concentration in tech companies, the FDA panel's recommendations regarding an Alzheimer's drug, the potential for growth in General Motors, the reaction of French stocks after Macron dissolved the lower house of parliament, Macron's labor market reforms, the status of European equities, and analyst perspectives on Walmart's growth potential.
