Part 8/12:
Ives lauded Tim Cook as a "Hall of Fame CEO," emphasizing Apple's strategic position in the AI era. With the upcoming iPhone 17 and ongoing collaborations—such as the anticipated AI partnership with Google—Apple is expected to integrate AI more deeply into its ecosystem. He predicts a continued upgrade cycle and sees Apple's role in AI as crucial, especially given that consumer AI monetization hasn't fully kicked in yet. He foresees a major revenue impact from AI starting in 2026, solidifying Apple’s position in the new industrial revolution.