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AI Summary
- Ian Dunlap calls Apple's 2025 WWDC the most disappointing in 15 years, noting the company is lagging behind Microsoft, OpenAI, Google, and Meta in AI innovation
- With Apple three months in the red and missing key AI opportunities, Ian sets an ultimatum: if Apple doesn't deliver significant AI development by 2026, he recommends liquidating all positions
- Hosts debate whether rumored features like liquid glass represent true innovation or signs Apple's leadership under Tim Cook is out of touch with current tech landscape priorities
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