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AMZN execs are watching AAPL stock go bonkers today on yesterdays AI announcement. APPLE IS DOING AI AND WE ALL NEED NEW PHONES TO USE IT!

I expect a similar thing to happen when AMZN announces some AI consumer product. Never mind they were in a Prime (ahahah - get it - "PRIME") position to be the first mover here.

An opportunity good and truly squandered.

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Is Alexa really that primed to be useful? For home devices, maybe. For mobile? The Goog's seems like it would be better primed with its Android devices.

What I saw from Apple this week shows me that they've been much more focused on making the assistant useful for anything/everything someone could do on their devices. I have not see that kind of focus from anyone else.

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