
Good news for $Apple(AAPL.US). One take away from tonights $Meta Platforms(META.US) keynote is hardware, software, AI integration is REALLY hard as evidence that two glasses demos struggled.
And they've poured energy into hardware. Meta has lost/invested about $65B in Reality Labs since the name change in 2021.Bottom line: Apple has more time to figure AI out than most realize.Source: Gene Munster
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