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re: Berkshire Hathaway sells 13% of AAPL stock. Now holding $189 Billion in Cash.
Posted on 5/5/24 at 9:31 am to Oracle of Orlando
Posted on 5/5/24 at 9:31 am to Oracle of Orlando
Apple isn't innovating anymore. They just scrapped their car program. Their headsets were largely seen as a joke. Looked like something from a Wes Anderson movie about tech.
They're a hardware producer who hasn't had a major hardware innovation since the iPad. The landscape is changing into valuing software, especially AI.
They need to buy Disney.
Imagine where they would be without Google paying them so much to be the default search every year. Now, can Apple make an AI that replaces Google search? And how long would it take for this to be more profitable than what they're paid by Google?
They're a hardware producer who hasn't had a major hardware innovation since the iPad. The landscape is changing into valuing software, especially AI.
They need to buy Disney.
Imagine where they would be without Google paying them so much to be the default search every year. Now, can Apple make an AI that replaces Google search? And how long would it take for this to be more profitable than what they're paid by Google?
This post was edited on 5/5/24 at 9:34 am
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