
Second Half Strategy 7/5/23
Halftime Report
00:00
The Future of AI
I struggle to see how big a beneficiary Apple is going to be of AI, right? Because they're not really providing you the software. And we know those upgrade cycles have lengthened. The distinctive advantage that Apple, Alphabet, and Microsoft have is the free cash flow generation. It'll take a long time, but yes, it'll be another growth element as you add tools.
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