Everything the tech sector is doing is disrupting their own industry. ‘Microsoft is both a hyperscaler benefitting from Ai and a disruptee.’ Josh Brown. They have no choice, if one of them goes into this capex experiment, they all have to. J Carlson. ‘We might end up like Blackberry if we don’t make the turn to whatever the next thing is.' Unlike NY and the investing community maybe, Silicon Valley and the West Coast isn't focussing on beating their numbers this Q, but instead they'd rather go big. ‘They’ve all said that.' Except Apple. While capex has gone almost parabolic for Amazon, Alphabet, Microsoft and Meta, Apple's capex has maintained at around the same 5% as always. Apple said users are not going to have 2 devices, users are going to just use their phone. Apple may launch agentic (Gemeni powered) Siri this year, later than other companies but Apple usage isn't down, and that Siri will be able to do things across the apps on a user's phone.