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cover of episode Gruber Slams Apple, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents

Gruber Slams Apple, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents

2025/3/14
logo of podcast Big Technology Podcast

Big Technology Podcast
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John Gruber, a prominent Apple watcher, expresses his anger and disappointment over Apple's AI delays and misleading marketing. The discussion analyzes Apple's loss of credibility and the impact on its stock price due to downgrades from major investment firms. The conversation also explores broader implications for Apple's future in the AI landscape.
  • John Gruber's criticism of Apple's AI strategy and its impact
  • Apple's delayed Siri features and the 'vaporware' accusation
  • Downgrades from Jefferies, Barclays, and Morgan Stanley, leading to a 12% drop in Apple's stock price
  • Concerns about Apple's culture and its effect on innovation

Shownotes Transcript

Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Gruber turns on Apple 2) Has Apple lost its credibility? 3) Apple stock takes a hit after downgrades 4) Will we even use a phone in the future? 5) Will AI investing stop in a tough market? 6) The spectrum of AI outcomes and the wisdom of massive capex 7) Tesla risks and opportunities 8) OpenAI releasing agent APT 9) Vibecoding is fun 10) Reed on Amazon's proprietary AI chips

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