This was a great post, Manlobbi. Thank you.

Agree that current AI engineering/programming. However, it is more powerful, esp. in the hands of Apple.

As tecmo wrote, which I had to read twice,

"I disagree that this is just a "one time bump" - IMO this represents a new innovation cycle that will drive iPhone sales upgrades for the next few years at least. The technology is still VERY early; yet even with simple usage scenarios is generating a lot of excitement. II fully expect there will be a "killer AI App" that is launched in the next 18 months that will make all existing iPhones obsolete (in the minds of existing consumers)."

Meaning that many existing Apple customers will need to upgrade to more powerful iphones (and computers) to access the inherent power of the Apple eco system enhanced by this new AI alliance. Apple being the preeminent operating system/device eco system in existence. (Sometimes I need to reword things so I can understand them better.)

See the link from Cardude on the Berkshire Board, today, copied and pasted below,

stratechery.com - Apple intelligence is right on time

An exhaustive article on the opportunities in the Apple/ChatGPT alliance as well as its possible disruptions from Microsoft and/or Google.

Good information there.

Also, very much appreciate the Apple valuation estimate.

--Elizabeth