Part 11/12:
Concluding his insights, Ives likened this era of AI development to a nonstop party that lasts until dawn, with the market's skeptics peering from outside, missing the action. His optimism is tempered with acknowledgment that markets will experience volatility, but the overall trajectory remains upward.
He praised Tim Cook’s leadership and maintained that Apple will continue to thrive in the AI era, with product innovations and strategic partnerships fueling growth. The focus remains on enterprise AI, infrastructure, and consumer adoption, with a horizon set for 2026 to see the full impact.