Topic

Smart Home Ecosystem

2 mentions in 1 episode

Discussion of Apple's strategy to develop first-party smart home devices and compete with Google and Amazon.

Mentions

Sep 25, 2026

43:29
Smart home is Apple's next big frontier because they're seceding that market to Google and Amazon.
44:52
Lots of Siri AI plugging into these accessories, things like cameras and doorbells and speakers.