Dan Niles on the biggest issue with Apple

I I referenced earlier how Apple used to get bashed for not having an AI strategy or an AI plan and now it's beloved because it doesn't have the AI capex that that everybody else has. Do you do you buy that now that you know the street has sort of soured on how much this is all costing to build. Yeah, I mean sometimes you get lucky for being incompetent and you know Apple really was, you know, horrible in terms of getting AI onto these phones, which in hindsight turned out to be great because as you pointed ...