Part 12/14:
Larry argues that the same kind of revolutionary AI, data, and manufacturing initiatives Musk is pursuing at Tesla and SpaceX could be realized within Apple, unlocking unprecedented value. The pairing of Tesla’s AI, Starlink’s connectivity, and Apple's vast consumer data could forge a new frontier in personal AI, digital twins, and integrated devices.
They acknowledge that such a move would be complex, requiring a small but strategic ownership stake—around 10-20%—possibly assembled via institutional support. The prospects of Musk redirecting Apple’s immense resources toward next-generation AI and hardware-driven product development could shake the tech industry to its core.