Speakerguest

John Gruber

@gruber / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn

calls2traced speaker calls

avg P&L-4.2%per call

win rate0%resolved calls

total P&L-8.5%expert engine

Verified record

50credibility2 resolved

win rate50%1W · 1L

resolved2settled on TRACE

scored calls2published & scoreable

Speaker record

[45:46]longGOOGLtbpn

Apple rents Gemini to power Siri unbranded, making Google the AI brain of 2B+ devices and a recurring buyer.

Well, I think that effectively they don't want to talk about the fact that it's Gemini technology that's going to be Siri. Right. And they're not going to call that Gemini. They're not going to— you know, they've gotten that announcement out of the way. And that's, that's Apple's foundation models. And if you don't have a Google account or don't use a Google account and don't want to use Gemini, you'll never encounter the word Gemini.

+0.46%open horizon

[42:55]shortAAPLtbpn

Apple's make-or-break AI WWDC meets a stock up 50% on hope, leaving room only to disappoint.

You know, it's—

+11.90%now it's 2026 and it's time to show their cards

Agent-readable speaker

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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.