▶ 29:52 · $AAPL · Apple Intelligence on-device AI across 3.5B devices substitutes cloud LLMs for casual users

episode briefing

The SpaceX IPO Isn't The End. It's Just The Beginning.

2026-06-12 · 6 company · 8 thematic

sentiment

5 bull0 bear1 neu

speakers

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

ejaaz

quote

“It seems like we're actually going to have a pretty powerful Siri experience. We're going to have on-device AI that is actually contextually aware of everything that lives on your phone and off of it. ... There's a lot of casual users of s…”

—josh kale

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