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Amazon Has a ‘Very Clear AI Strategy’: Needham’s Martin
Bloomberg Technology·2025-08-01 19:06

You were listening that to Tony, right. I just wondered if you had any response, difference of opinion on any of the ground that we covered. Yes, I would be much more negative.I think the Apple stock cannot work without without an Apple iPhone replacement cycle. And Tim Cook said on the call that they have 20 AI generative AI capabilities involved in its current iPhone. But next year, we're going to get really the Apple intelligence step up.So that's two years after he originally promised it, which means we ...