In this monologue podcast, Matt Derron analyzes Apple's business, particularly its AI strategy, based on a Wall Street Journal interview with Apple executives. He expresses his evolving opinions on Apple, from initial excitement about their on-device AI potential to current doubts about their focus and execution. Matt discusses Apple's delayed Siri updates, the lack of a clear AI vision, and the company's approach to integrating AI into its products. While acknowledging Apple's strengths and loyal customer base, he questions whether the company can achieve market-beating returns in the AI era, considering selling his Apple stock due to these concerns, and invites listeners to share their perspectives on Apple's future prospects.
