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Google and apple in talks to use the ai engine in the iphone. Thats showing signs of life in the ai trade. Joe . This potentially reeignites the mag 7. Fundamentally this is interesting, and i am not sure who will be paying who in this scenario. Obviously we know they pay apple in terms of search. This is also a little bit puzzling to me for apple. Is this an admission maybe they could not bring forth their own ai or gemini ai fast enough, and then the regulatory risks for this as well. Clearly this is a significant positive for alphabet. I think its something that probably has been circulating for the last week, because alphabet has had a strong period. Apple had open talks about open ai in the bloomberg report. Maybe this is a look at apple and maybe they didnt have that ai together in time for the Worldwide Developers conference in june. Google is a default Search Engine for apple, and this deal makes sense from this standpoint. Its no secret, clearly, that the gemini rollout has no

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