Apple's AI Dilemma

Justin and Andrew discuss the challenges Apple faces in the AI landscape in the wake of a blockbuster new report from Bloomberg's Mark Gurman. They explore the decline and failed potential of Siri, the evolving nature of search engines, and the potential future of AI integration in everyday technology. Then the pair turn their attention to the implications of new agentic technologies like Model Context Protocol (MCP), which was featured heavily at Microsoft Build 2025.

Chapters

00:00 - Intro and Nvidia Stock

02:12 - Apple's AI Missteps and Market Position

09:47 - Siri's Decline and Apple's AI Vulnerability

13:45 - The Future of Search and Apple's Position

18:11 - The Impact of AI on Search Engine Dynamics

23:41 - MCP: A New Paradigm in AI Interaction

30:10 - The Future of Browsers and AI Integration

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