00:00 Speaker A Apple saying it is releasing updates early in response to AI cyber security concerns. What what’s going on here, Dan? Why why does Apple feel like, you know, we got to get these fixes into customer hands faster? 00:13 Dan Yeah, this is just the the new reality I think when it…
00:00 Speaker A The stock is up today, Eneal, but it’s down about 20% this year. And I I think you know, Eneal, there are just plenty of investors who are concerned, Eneal, and maybe even skeptical. They think, you know what, Adobe might not be an AI winner. It may turn out that you…
00:00 Speaker A Amazon, you say, Jed, a stealth AI winner. How come? What what are we all maybe underestimating in your opinion about their AI strategy? 00:09 Jed Yeah, the talk on Amazon has been negative really all year related to two specific things. First half of the year it was uh Trump’s tariffs…
00:00 Speaker A Let’s get let’s get the round table to weigh in on this one. And as I want to go over to you, you are in this news room every day, you have reported on some of these companies. Who do you think deserves to win this? 00:09 Speaker B I’d have to…
00:00 Speaker A In terms of risks, though, all right, history suggests positive milestones. 00:02 Speaker B Yes. 00:02 Speaker A What would be on Kevin’s wall of worry there? 00:05 Speaker B I think there’s multiple walls of worry. And I don’t subscribe to the AI bubble is about to burst camp. In fact,…
