I’m agreeing w/ you that stock price is irrelevant here, and that’s what the video opens with. The market is unhappy w/ Apple because they’re delivering essentially what people claim to want: a solid product with steady improvements w/o anything crazy. Microsoft, on the other hand, is delivering what the market wants, which is shoving AI into everything.

I guess I don’t understand why the video is relevant to the average user, who doesn’t really care about innovation and instead wants a consistent experience.