Not Investment Advice cover image

252: Clawdbot Hype, Social Media Addiction & Alex Honnold’s Taipei 101 Climb

Not Investment Advice

00:00

Apple's edge AI thesis and market positioning

They debate Apple's strategy of waiting, hardware moat, Gemini partnership, and limits without owning LLM layer.

Play episode from 16:01
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app