AI Strategy & Analysis - The discussion revolves around Apple's approach to AI, specifically its "UI over AI" strategy [1] - The report questions whether Apple can successfully execute its "Apple Intelligence" vision [1] - It analyzes potential issues with Apple's "Liquid Glass" redesign [1] Conference Vibe & Key Opinion - The report provides a clear-eyed, no-nonsense analysis of the tech world's biggest stories, including the vibes at the conference [1] - M.G Siegler, author of Spyglass, shares his insights on Apple's WWDC [1] Call to Action - The report encourages listeners to rate the Big Technology Podcast five stars [1] - It offers a 25% discount for the first year of Big Technology on Substack [1]

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 ...

>> 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 ...

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 ...

TECHNOLOGY. YOU HAVE BEEN A BUSY DUDE, THAT IS FOR SURE IN THE LAST WEEK OR SO. TELL US ABOUT TODAY -- WAS IT MORE ABOUT STYLE THAN SUBSTANCE IN TERMS OF WHAT APPLE HAD TO SAY.ED: YES BUT THEY WOULD ARGUE THAT LIQUID GLASS AND THE UPDATE TO THE INTERPHASE ACROSS ALL OPERATING SYSTEMS IS PROBABLY THE BIGGEST THEY HAVE DONE. THE STOCK IS OFF SESSION LOWS AND MOVED AROUND BUT I WOULD GO TO THE TICKER AND THE MOMENT THE KEYNOTE STARTED AND WE SWUNG FROM MODESTLY POSITIVE TERRITORY DOWN ALMOST 2%. YOU HAVE TO RE ...

Product & Technology - Siri's capabilities are not meeting expectations compared to competitors [1] - Apple is introducing a new naming convention for operating system upgrades based on the year [2] - The seamless integration of Apple products is not enough to prevent analyst downgrades [3] - Apple's transition to incorporating AI, specifically Apple Intelligence, is lagging behind competitors like Google with Android [5] - Apple CarPlay's initial failure and the emergence of alternative operating systems in cars, like General Motors' system with Google, pose a challenge [6] Market & Analyst Sentiment - Analysts are questioning the reasons to buy the next set of Apple hardware [3] - The analyst community has largely fallen out of love with Apple due to upgrade cycle issues and being behind on AI [7] - Less than 60% of analysts are recommending to buy Apple stock at the moment, indicating negative sentiment [11] Challenges & Risks - Apple is facing challenges related to trade policy, including President Trump's demands for more US-based manufacturing [10] - The company faces potential regulatory issues related to monopolization in certain industries in the US [10] - The future of the App Store and potential curtailment of payment collection are concerns [8] - Supply chain headaches continue to be a challenge for Apple [9] - The potential loss of $20 billion annually from Google for maintaining Google search as the primary offering on Apple devices is a risk [8]