Back to episode — Episode 3016 CWSA 11/12/25
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of the country and the world, did you get kind of a light show last night? Apparently it's going to be better tonight. So I can't imagine what would be better than going outside and seeing this aurora borealis, like this natural wonder. That's like the best thing that ever happened. I mean what could really be better than that? Oh, here's something that's better. It's the 2026 Dilbert calendar, w…
← Previous segment →e thinking is from the smart people that Apple might have been the most clever player in the entire tech industry. And by clever I mean they never bought the hype. Everyone else has gone trillions of dollars of risk into something that looks like it doesn't work nearly as well as they told us it might. Apple looks like the only one who is seeing things clearly.
Too early to say, but I've had two opinions that I realized today are contradictory because I also said, "Hey, I think Apple's in real trouble for not having an AI strategy." So I've said that, but at the same time you've watched as from the beginning, very early on, because I jumped into AI to see what it would do when it was newish. And as soon as I found out it couldn't stop hallucinating and it couldn't even read a little file and tell me what was in it, it couldn't read a file and tell me what was in it, and it looked like it never would be able to, when I found that out I immediately said, "You better watch out for this AI. It doesn't look like it might be as big a potential as you think if it can't get past those enormous obstacles."
So at the moment Nvidia may have some pressure from either lower cost competitors o
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r who knows what, maybe loss of confidence that AI is the thing, and Apple might be the smartest player in the space. So Apple's stock did not go down when some of the other AI ones did. Very interesting. I sold my Apple stock as I said, but you have to say that Apple does hire smart people. So every time you tell yourself you're smarter than Apple, maybe check that. Maybe check that. You're prob…
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