Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Gruber turns on Apple 2) Has Apple lost its credibility? 3) Apple stock takes a hit after downgrades 4) Will we even use a phone in the future? 5) Will AI investing stop in a tough market? 6) The spectrum of AI outcomes and the wisdom of massive capex 7) Tesla risks and opportunities 8) OpenAI releasing agent APT 9) Vibecoding is fun 10) Reed on Amazon's proprietary AI chips ---Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnologyQuestions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices