2 predictions · 1–1 · 50% accuracy
“You're about to see the second most lucrative licensing agreement in history form gestate coagulate over the next twenty four months. And that is Apple's putting itself in a position to extract 10 tons of flesh from either Microsoft or Alphabet to be the AI that has access to the billion wealthiest people on the planet.”
Tech · Either/or · Checkable · by Jun 14, 2026
“Just when people, analysts do their do their homework, they're gonna realize, here we go again. It's gonna be another ten or twenty billion dollars a year in free cash flow to Apple.”
Tech · Judgment call · by Jun 14, 2026
