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 ...

Product & Technology - Apple's AI development will be accessible to developers, fostering innovation [1] - Opening Apple's app models to developers is a significant and innovative step [2] - Operating system changes will unify the user experience and increase user stickiness [3] - Design changes, possibly involving liquid glass, are anticipated to be brilliant [8] - Live translation in iMessage calls and through AirPods may be introduced [9] User Experience & Ecosystem - Simplifying the operating system will make it easier for the average consumer to follow [5] - New OS versioning aims to reduce confusion across different platforms [4] - Apple's ecosystem is self-contained, and new features will be revolutionary to its users [10][11] - Translation is a popular feature and will be well-received by Apple consumers [11][12] Market & Financial Outlook - Despite tariff uncertainty, a low single-digit growth is expected for Apple this year [13] - Apple's consumer segment is resilient even in times of uncertainty [13]

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 ...

US-China Trade & Tech Restrictions - Expectation of a shift from broad-based sanctions on semiconductors to more targeted measures [1] - US imposed export restrictions on H-20 chips potentially impacting $4.5 billion in sales [2] - China restricted magnets impacting electric vehicles and smartphones [2] - US retaliated by blocking Leap One SEE engines used by CarMax jets [3] - Specific Chinese companies compete directly with American counterparts in chips, aerospace, defense, critical minerals, and telecommunications [5] - China is the leading trade partner to over 140 countries [7] National Security & Industry Competition - Key verticals where Chinese competition poses a direct threat to American technological leadership include chips, aerospace and defense, critical minerals supply chains, and telecommunications [5][6] - Some Chinese e-commerce and entertainment companies have been embroiled in national security concerns [7][8] - China is disaggregating large businesses to facilitate targeted sanctions [9] Supply Chain & Manufacturing - US needs to unlock natural resources to ensure American national security [14][15] - Resurgence of American aerospace and defense is attributed to the Trump administration's efforts to remove barriers to growth [13][14] - Reinforcement of American supply chains is needed to reduce dependence on Chinese inputs [12]