What do we expect from apple? i haven t heard apple s strategy yet. typical cloak and dagger for cook and cupertino. i believe that they start to lay the bread crumbs on ai. it is really about developer platform. they are basically courting developers, it is about the app store and ai and what really be an ecosystem being built on ample. you talk about when we look at iphone and worldwide today, i believe that this could really incrementally add to the sum of the parts on the apple story. we ve been talking so much about ai, but is this really like an industrial revolution kind of moment for tech or even just the broader economy? covering tech stocks since the late 90s, i view it as an internet moment, iphone moment 2007. probably the biggest transformational theme that we ve seen. we think this is an $800 billion market opportunity. it is not hype. and i think what is really starting to happen is that the monetization, i view it as the