I'm really focused. An analysis here is what London means for the growth story of Robotaxis. More broadly, why is it difficult to trial run that.Well, I mean, let me start by saying that London is a big market for Uber. They often cited as one of the five most important cities globally, and they're in the earnings calls and they reports. So this is a big development that they are working with their partners to start deploying, rub off, to do planning to deploy roaming taxis in London.But these types of stre ...

How much is riding on these days of talks. How much do you think ultimately does make a decision for you within your portfolio. Yeah, I think we've seen the market react really well over the last couple of weeks to certainly a reduction in some of the tariffs on China and other companies, countries as well.This would be very critical, I think, especially for the tech sector, especially talking about export restrictions. There's certainly parts of the tech sector like NVIDIA, most recently the electronic des ...

In our discussion with Apple BDC, we say that liquid glass is the most significant design overhaul for an OS interface ever. What did you make of it and what do we need to know. Yeah, so the significance of this interface change is how broad it is, right.It's available on all of Apple's devices. This is the first time they're doing a user interface revamp across all the devices. And it's also interesting because it sets the stage for future Apple devices, right.In terms of hardware, the Apple devices are go ...

It feels as though Mark Zuckerberg is rallying his troops. He's got his own personal WhatsApp for this well party, he calls it. That's right.We've been told that he's essentially more involved in recruiting for this team than he has ever been at the company in more than 20 years. This is something that has you know, he's had a fire that under him. Back in April, when their llama four model was released and quite frankly, disappointed people, not only disappointed experts outside the company who are reviewin ...

Apple unveiled a new operating system interface called liquid glass here at WWDC. The company is saying it's its biggest design overhaul ever. The UI is translucent.It can adapt to both content and context. But the main thing is the designs now uniform across Apple's different technology platforms and different operating systems. Apple's also changing its OS naming.So instead of having version numbers, it's years. iPhone, the latest iOS update will be called iOS 26 and 26 for this year. across all of the di ...

>> ED LUDLOW IS STANDING BY. THERE WAS A LOT OF ANXIETY ON INVESTORS MINDS AT THE MOMENT AND LARGELY IT IS ABOUT AI. >> IT IS ONE OF THOSE SITUATIONS WHERE EXPECTATIONS ARE HIGH THAT APPLE WILL TELL US SOMETHING ABOUT STRATEGY BUT IT IS HIGHLY UNLIKELY TO BE THE CASE.THAT IS NOT THE POINT OF WWDC. THE MAIN THING IS ABOUT THIRD-PARTY DEVELOPER ACCESS. YOU THINK ABOUT THE WORK GOING ON INSIDE OPENAI, MICROSOFT, GEMINI, GOOGLE, A LOT OF THE INNOVATION IS BUILT AROUND THE THIRD-PARTY DEVELOPER FRONT. IF YOU LOO ...

So the reporting tells us that it will be largely interface changes. It will be some developer access to Apple's work in AI that will drive some innovation. How does that translate to the iPhone.Absolutely. Thank you. And it's nice to be here.I think those are, you know, really still big steps. You know, it's very important. It's going to help even if there aren't really those big revolutionary announcements in AI.Those two things that you mentioned are going to help drive steps towards, you know, moving Ap ...

What is it you want to see. What is it you want to hear. What is it you want to learn.Yes. So fair enough. Developers right now streaming in and mostly saying the same thing.Is this the year another big leap forward for generating stuff with AI code text images Sound something with A. I. on device in the cloud.We don't really mind, but just something forward basically based on on current reporting, I think the answer is no. But what we we are expecting is that Apple basically opens up access to your communi ...

So, what are my top three takeaways. One, shocker. AI is everywhere.I know that's obvious, but it's everywhere, changing everything, and we all need to get on it and make sure we are educating ourselves about how to use it so we can compete in this world and be the best version of ourselves. Two, jobs. We talked a lot about jobs.Are there going to be more total jobs in the future, less total jobs in the future. One of my favorite moments was talking about what is going to be the it job of the future and the ...

Always remind myself, Why are we here. We're here for the developers. But in terms of expectation, right, what the reporting tells us is that Apple will open up the lands it's been working on to third party developers.That seems very important. It is absolutely critical because that's at the end of the day, how developers will take advantage of the core of Apple intelligence going forward and how they can do that on device in a private and secure way if they want. So and differentiate what they can do with ...