Apple's Vision Pro may be considered a misstep, but the company's intelligence in the AI field is highly regarded. The speaker believes that Apple is strategically positioning itself to secure a significant licensing agreement in the AI market. This move is expected to generate substantial free cashflow for Apple and potentially involve major players like Microsoft or Alphabet.
Kara and Scott discuss North Dakota voting in favor of placing age restrictions on congressional candidates, X making likes private, and Tesla shareholders voting on Elon Musk’s pay package. Then, Apple stock is surging after the company revealed its AI plans, and Paramount’s merger talks with Skydance fall apart. Plus, a listener question on the latest drama with Justice Alito.
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