Hey everyone, how's it going. How we feeling. Do we like the keynote.Good. Uh my name is Scotty. Uh super excited to be here today.Uh you just heard on the main stage about new features that are going to make it easier to deploy agent-driven workflows. In the next 20 minutes, we're going to talk about how we put that technology to work inside open AAI. I'm joining from the go to market innovation team.We are a team of developers that are responsible for deploying our technology inside our goto market organi ...

Core Viewpoint - Apple is facing significant challenges in the AI sector, with concerns about its ability to compete effectively against rivals like Meta, Google, and Microsoft, leading to investor anxiety and a decline in stock performance [3][4][30]. Group 1: AI Challenges - The departure of key AI talent from Apple to Meta and the company's struggles to launch a competitive AI product have raised alarms among investors [3][4]. - Apple's AI initiatives, particularly with Siri, are lagging behind competitors, with a projected delay in the AI-powered reboot until mid-2026 [2][6]. - Apple has invested approximately $10 billion in AI, with an additional $5 billion spent annually on acquisitions, yet it remains unranked in serious public Gen AI evaluations [3][4]. Group 2: Market Position and Risks - Apple's smartphone market share in China is stagnant at 13.9%, facing geopolitical risks and potential supply chain disruptions [8][9]. - The App Store, a significant revenue source generating $20 billion, is under threat from legal rulings that allow developers to bypass Apple's commission [10][11]. - Apple's search revenue, primarily from a deal with Google worth $20 billion, is also at risk due to antitrust scrutiny and shifts towards AI-driven search solutions [11][12]. Group 3: Strategic Options - Apple could consider imposing an "AI tariff" on apps with embedded AI experiences to generate additional revenue [23]. - A joint venture with Meta could leverage Meta's AI talent and app portfolio, potentially enhancing Apple's market position [24]. - Acquiring OpenAI could provide Apple with a robust AI operating system and device capabilities, allowing for a more integrated commerce ecosystem [24][25]. Group 4: Long-term Implications - The risk of the iPhone becoming a commodity is increasing as competitors like Google integrate advanced AI features into their devices [13][14][15]. - Apple is experiencing a decline in iPhone sales, which could impact overall revenue and user engagement in its services [16]. - The company must act decisively to remain relevant in an increasingly AI-driven market, as speed to market is critical for success [29][30].