If we are thinking about world models and embodied AI as the next big wave, I feel we need to factor the size of this market across military and civilian applications. When I hear Tesla AI4-6 plans for autonomous driving and Optimus, Apple’s home robot, and many such initiatives, I’m also thinking of an autonomous military drone arms race and autonomous space exploration and moon colonization. Edge compute will be a key innovation and I feel Apple is gonna be best placed to exploit their power efficient M-series architectures.