Alex Heath: Siri still lacks persistent memory, Apple-OpenAI partnership quietly dying, Google is the new default AI partner

Speaker 2: says it's so easy to spot AI writing because it always sounds like it was written by a fedora.

Speaker 1: Silly. Let me tell you about Railway. Railway is the all in one intelligent cloud provider. Use your favorite agents to deploy web app service databases and more while railway automatically takes care of scaling monitoring and See if the heathenator has. And without further ado, let's bring in Alex Heath. He's the author of sources the heathenator. Heathenator.

Speaker 2: To the show. How are doing Alex? Always scooping. Not afraid to use AI. Do you ever throw on the fedora when you're you're going to the

Speaker 7: prompt. Don't talk like a fedora. It sounds great. Don't talk like a fedora, guys. Yeah. Although I am excited to deliver the first Fable

Speaker 2: Yeah. Newsletter Okay. Later today or tomorrow. It's going today. But you had the you had the leak or the scoop yesterday. You were the first person I saw the media. Congrats. And

Speaker 7: sources we trust, gentlemen. And sources And

Speaker 2: I honestly use sources as an example where like you could use all the AI in the world. You could say like, I don't even touch my keyboard. I just sort of dictate to the AI the things that I know and then I and it publishes. And it wouldn't make the product worse. Right? Because like I'm coming to you for like facts, like new new information More than plus your takes on like how you think about something and however it gets into Substack doesn't really matter to me. Yeah. So Anyway. You're saying you don't like my beautiful pros? I love your pros. No. I I think it's great but I'm just saying like, but that's not why I I, you know, I subscribe because of like who you are and the access that you have and the insight,

Speaker 7: but I don't care like Yeah. If it was you clacking the keys, you know? You know, it's funny you bring that up. I've been having some conversation with open claw pill folks recently, and they've been telling me to build something like it. I shouldn't maybe even be saying this in there, maybe I'm giving away some some alpha, but build a kind of real time MCP hook into my brain essentially Mhmm. To just deliver infinitely personalized agentically delivered media and reporting. What do guys think about that? Wait. Actually personalized? So like Well, it would be personalized by the person's claw agent, what have you. Right? Because the idea is the way that I decide to present a story is one way. Yeah. But there may be things in like an hour interview that I don't even put in the story that may be hyper relevant. Yeah. Especially if it's delivered identically. And and and also that actually does that does feel like the more modern

Speaker 1: instantiation of the sub newsletter list. Like you go to Bloomberg and you're like, want the markets newsletter, the tech newsletter but not the politics newsletter. And with an MCP server or some sort of AI intermediation I could say like give me the WWDC scoop Right. Pass on whatever other scoop is less interesting to me like you'd know all my preferences

Speaker 7: and then you can pump out a lot of different stuff and find very high delivery rates based on what I'm actually interested in at a particular time. Yeah. I I mean I have a throughput problem of getting reporting into the world, right? Sure. And so it's a good problem to have but what it means is like WWDC yesterday is a great example. I went to that tech talk that Craig Federighi and all the Apple execs did. Yeah. I broke out some stuff that seemed interesting to the widest possible audience, but, you know, there's a lot there. It was like an hour of stuff. And like, what if you just had direct, you know, IV drip access, you know, for your agent to to my reporting in the rooms I'm in. Yeah. I don't know. We'll see. Yeah. Yeah. I mean, I'm sure you'll be the one building Good time to be experimenting. Anyway, on WWC,

Speaker 1: what like what was your reaction? What was your expectation going into this? And then like what were the biggest announcements stuck out to you specifically? Because I yeah. I mean that's really what I'm coming for is I want I want your interpretation even if you give me even if you run an L and clean clean up the final language, I want your taste applied to this question. I think they finally

Speaker 7: have a Siri that works. It's arguably what they should have shipped two years ago when they had that big trailer with I think it was like people on an airplane and it was it was doing all this agentic stuff on the phone. It was like, wow. It's crazy Siri can do this. It didn't do that right. Yep. They had to basically apologize for it. They rebuilt the Siri stack to be, I think their word was expandable, so more modern, more AI native. And now, you know, actually this morning, I was in Cupertino for a hands on with the new Siri. So I got to see it in-depth and ask questions about it. And, you know, it is a step forward, but there's basic things about it that if you're if you're claw pilled or you're using codex or in chat all day, you're still gonna be like, for example, it doesn't have persistent memory. So it's not it it kind of forgets everything

Speaker 1: in each query. They haven't built that yet. I wouldn't have expected that. Hold on. We we I wouldn't have expected that because it feels like that's a source of like memory is is not like the number one feature that people benchmark the current models around. They're like computer use, MCP integrations and like can it can I can I set codex or clog code to run for like nine hours and it comes back with something really polished and just does writes amazing code?

Speaker 7: The memory thing feels like personal super intelligence feels very Apple and they have all of this. That's that's very surprising to hear. Anyway, what else, Tucker? It is. I think they're moving very slow and they're very worried about the privacy aspect Yeah. Of all this which I don't know if people really care about this with regards to AI. They seem to think they do. I think we'll see. Maybe there'll be a Cambridge Analytica moment for AI, and then that will wake everyone up. I don't know. They're seeming to think that will happen. Yeah. There was a demo you brought up computer use where they were showing the news Siri and and Apple intelligence powered by, you know, Gemini and all that stuff on a Mac, renaming folders and renaming files inside folders. And, you know, if you use computer use in Codex or Claude, co work, like, you can do this. It's very easy. You can abstract it away from a prompt, but you can't actually even do it via a prompt in Siri. You have to do it via the menu, right click, have Siri do something, and and or do it through shortcuts, which like I don't know if you guys use shortcuts. I don't use shortcuts.

Speaker 1: The last shortcut I've used was to remap Siri to ChatGPT actually like two years In 2023. In January of Yeah. 2020 It it would it would take whatever I said and fire it off into the API and Yeah. Spill it back to me. It was sort of meh. Yeah. I mean, I feel like one of the challenges for Apple is like software

Speaker 2: is moving more quickly than ever. And the Apple kind of ethos and approach is this annual release and like, let's make everything perfect and all the stuff. And it just feels like a really, really tough challenge to be able to and and it's not to say that they need to be at the frontier of everything. Right? Like, all anyone's been asking for is just like a usable version of Siri. Like, I haven't prompted Siri I haven't gone to Siri for anything in set

Speaker 7: timers.

Speaker 2: Set timers? That's the weather. Good That's that's a good use case. Weather. But even then, I'm so but but anyways

Speaker 7: But getting better. The other the other big thing about this new Siri is they have really nerfed the ChatGPT partnership. It's you know, that was a big thing a couple years ago. Right? And you have to prompt it each time to send something to chat. You have to do it via text, so there's not even, a software UI element of this anymore. So I was actually thinking about, like, meta narratives for WWDC this year. And and one is that, you know, the Google partnership, obviously, which we could talk about. But the other is I really think there's this OpenAI is kind of like the new Facebook to Apple where they they work together closely. If you guys remember when Steve Jobs and Mark Zuckerberg integrated Facebook and iOS, Facebook had, you know, a bunch of its, you know, press challenges, privacy challenges, etcetera. And then they just kind of drifted apart, and then it became this, like, messaging war, and you started to see that bubble up yesterday with Craig saying stuff about, like, we're not gonna have ads or just these subtle hints that they have, like, ideologically drift away from from OpenAI and on chat, GPT, and that partnership has not gone well. That was another big thing that, that stood out. So on the on the actual integration And that's somewhat, I mean, somewhat to be expected. Right? Like, you you can't like hire Maybe. John I mean You hire you can't hire like Johnny and say like we're gonna Oh, yeah. We're gonna create a bunch Yeah. Of And poach a bunch of people and then expect like it to all be good. And and in so many ways, makes sense for Google and an Apple. Because Google and Apple have been working together They have some perfectly for years at the search partnership. It feels like a search Enemy of my enemy is my friend kind of thing. Yeah. I I I think so. They they know Google well, and then a bunch of Google people have come into Apple to reboot the AI strategy. Yeah. And it the the whole point of that very unique, which Apple's never done this by the way, and on the record, like, post keynote thing with their execs. It was very unique. We got in this tiny theater, got to ask Craig and the execs questions. He did this, like, I called it AI in the newsletter, called it AI one zero one. He had this, like, almost whiteboard like graphic where he was explaining AI stacks, how they work normally, how Apple's works, and really doing a lot to try to show that, yes, they're distilling on Google, but they really control everything. It's insanely post trained on everything Apple wants. It's not going to give the same kind of responses that Gemini would in a Google surface. Mhmm. And I think that was the point of that entire thing was to just say like, yes, we're working with Google on AI, but we are not actually using like the Gemini product.

Speaker 1: I wonder if it's gonna have its own stylistic Salami

Speaker 2: bench where you tell where you tell Siri people if you tell Siri or if you tell Gemini that you've had a kilo of salami, it will tell you to dial emergency services. 999.

Speaker 7: You tried this personally, Jordy? No. No. But there's been

Speaker 1: some chatter about it. Yeah. I wonder if it'll have its own turn of phrase like it's not this, it's that or you're absolutely right. There's like all these different phrases that each different model sort of like leaves its touch tone. About there's

Speaker 2: only a certain set of devices that the new Mhmm. Siri is going to work for. I think there's

Speaker 7: anything that Apple Intelligence runs on right now.

Speaker 1: And then and then the latest models can do or the latest phones with 12 gigs of RAM can do the, like, the highest tier. And then beyond that, you go into the Apple private cloud, which is NVIDIA GPUs in Google Cloud platform, which is like their own thing. Have you dug into like where in Google Cloud it's going? Because they just did Like that where? SpaceX for Colossus. Oh. And that feels like and that feels like not perfectly in line with like Apple's commitment to environmental considerations

Speaker 7: necessarily. I think that's gonna be a way slower ramp than people realize. Okay. So for to start, the new Siri is only in English. It's not in China and The EU. Okay. And they're doing a beta invite waitlist approach for so much sense. I think through the year. Because I was looking at, like, a billion users. If a billion users are even just asking for set a timer and it's doing inference, like that's a ton of tokens and we've seen the ramp at Google as they've stuffed everything everywhere. Like Yeah. They're they're just gonna wind up with a big token budget at some point, but it sounds like it's a wall crawl run strategy. I think it's a slow ramp. They were showing us some of the new photo stuff, photo retouching, removing things in photos, and it would take it, like, twenty five seconds to, you know, change the backdrop of an image. So they're doing cloud inference, but there again, it was, like, even in in the demo in Apple Park yesterday on launch day, it was, like, slow, and there were bugs because they were like, yeah. Our servers are melting. Wow. We're getting way more interested in this than we thought. So I think they're gonna take a very slow approach, but that was actually the number one question that people were asking was, what are the interest cost inference costs of this? How is Apple doing this? Yeah. And like how big are they actually going with GCP? But I think it's gonna be a slow ramp. Yeah. Because I mean, if you look at the, like, leaked financials from the AI labs, like,

Speaker 1: we're we're not in this paradigm of like training is the only cost. Like inference does have cost. It does CapEx associated with it. And Apple has been telling a very beautiful story of like, hey, we're sort of an AI winner without any of the CapEx. But if you start offering inference, you're going have a Google Cloud bill. You're going to need data centers. You're going need clean data centers that take longer to build. And all of that is going to show up at some point. But I think the hope is that they're just not jumping the gun. They're not stretching themselves. They have the cash. They have access to the debt market. What's the latest on liquid glass? Oh, yeah. Liquid glass.

Speaker 7: You know, they barely talked about it, and and they didn't talk about the Vision Pro really either, which is where you see liquid glass kind of at its fullest. I love that product. Certainly on the backdrop. I know. I'm

Speaker 1: the biggest user. Oh, you are? I love the Vision Pro. I watch movies in it. You use it on a plane? Yeah. But mostly, like Oh, you're that guy. I I'm that guy. Yeah. I know. I love it. It is the anti brain rot device for me. I put it on and I'm not on my phone and I just watch a movie. I watch Citizen Kane. It's a movie that would be like, you don't want to watch Citizen Kane on your phone. You don't want to watch it. And even if you watch on the TV, you're gonna get up, go get popcorn or like check your phone. Somebody's gonna text you. You're gonna Laughing at you. Because it because it's slower Citizen Kane From start to finish my Apple Vision Pro. Lawrence of Arabia. It's incredible. Lawrence of Arabia. It's a three hour movie. It's a long movie. It's hard to to make the time to sit Do you mind if we pull up an image of you on a plane using a Vision Pro? Do you actually have one? Ben has one. Wait. Really? No way. No way. Yes. Yeah. Let's pull it up. Yeah. Can pull this This is hilarious. When did this happen? This would be Must have been a year

Speaker 2: ago. Yeah. Yeah. Yeah. Were you in the ad? The Apple ad? It should have been. I'm a believer. Put me in the ad. Pull it up boys. There we go. There we go. I'm I'm that

Speaker 7: that guy. Boys, are we even in business in this? Like, what what does this see?

Speaker 2: That that could that could very well be This is economy premium. I think it's just years of economy premium.

Speaker 1: Was that that was years ago. I spent my last dollar on the Vision Pro. Okay? Okay. I don't know what's going on in this photo. This is a long time ago. This is fun. It's incredible. Anyway, they did launch a feature for Liquid Glass. You can turn it off now. There's a slider that's basically an off switch, which is very fun. Yeah. But, you know, listen to your users, I suppose.

Speaker 7: Yeah. It took a backseat. I mean, everything was all Siri. I've actually never seen a keynote so focused on one product. Yep. Apple usually does this state of the union across all the platforms, and, like, you get fifteen minutes on CarPlay. You get fifteen minutes on Vision Pro, all that stuff. It was basically an hour of Siri. Mhmm.

Speaker 1: Have you been tracking any backlash to spatial reframing? Spatial

Speaker 7: that's what it's called. Right? Like, it's good because I saw that up close Spatial. In my briefing. Yeah. Oh, people, like, were booing there or Wait. Wait. Wait. No. No. I didn't there was no boos. I'm saying I was in a briefing where, like, a product manager was showing it to us and letting us play with it. Yeah. Yeah. It's pretty cool. I mean, yeah. I mean, Apple is like they said, like, you we're not gonna let you put a dragon in a photo. Like, we wanna try to stay real to the essence of a photo. Mhmm. But we know that there are ways that a photo could look better with AI Mhmm. And whether that's reframing or whatever. But, yeah, they're not gonna do, you know, mid journey level Sure. Gemini level, nano banana level stuff. Yeah. But it's it is this whole, you know, idea of like, what is the photo saying for the dragon community.

Speaker 1: Yeah. Yeah. If you're in the coming out. You're into live action role playing, LARPing, or the Renaissance Faire, like You're back. Yeah. You're an Android user probably. But yeah. I mean it is interesting that like there's a backlash to AI. Apple was like they missed AI but like the silver lining there is that everyone sort of sees them as like they're holding the ground. They're saying no to putting AI everywhere and it's like actually they maybe just didn't have the people in the right places at the time like they totally would have loved to do it. They actually acquired an AI company in 2011 called Siri for hundreds of millions of dollars. They were ready to go and they just sort of like missed on the rollout. But now now I did see like a small bit of backlash to the spatial reframing saying that like I know Apple as the camera company. What you see is what you get. There's not the images aren't over processed and so this is like, you know, they're leaning into AI too much. But I don't think it'll go anywhere. I think it's I think it's pretty moderate. You can already remove things in the photos app with the retouch tool or whatever. Like this is Can you? Have you tried to remove something from the image with the iOS 20 and have not been able to. So I guess maybe I'm it it looks like a it looks like a content aware fill attempt from like a few years ago. It is not at the level of any of the Frontier AI image models. Well The new version is flawless though. It is good. So they fixed it.

Speaker 7: I saw flawless. They showed us doing it to a boy who was covered, like his leg was partially covered and they took something away and it made his leg super long, like really awkwardly long. Maybe they're promoting height waxing.

Speaker 1: Leg extension surgery is very popular these days. You never know. Is it? Subtle subtle messaging. Well, speaking of that, I wouldn't want kids getting body dysmorphia from editing their photos on a on an iPhone inappropriately. What did you think of all the privacy, parental control It felt like that had a remarkable amount of airtime in a relatively short keynote. Why do you think they're doing that? What was the outcome? How was it received?

Speaker 7: What do you think comes from Yeah. There was this rumor in the industry, a lot of the bigger apps in the App Store, I was hearing it from their executive last year, that Apple was going around and suggesting that it was gonna charge, like, basically create a new service line to verify it. So basically, like, have these developers somehow pay to be a part of this system. I I don't think that ever materialized or at least they haven't announced it, but, I mean, there you see the regulation on this topic and how it's heating up everywhere in every, you know, big country. And it was kind of funny, like, the day of the keynote, you know, every year there's protesters outside of Apple Park around the keynote. One year it was about, like it was around the actors' strike and there were was like a services related thing. And Cook's comp too, think. Yeah. One year was around that. This year This year was around kid safety. So there was like these child safety advocates that were out there with their bullhorns, like, saying this stuff. Mhmm. And then Apple went ahead and did what I would consider, like, the fullest suite of kid safety features of any platform on that very day, which I think kinda shows that maybe it's just an issue they see really bubbling up and becoming really huge and trickling down from Meta and the social platforms and those huge trials that we've seen in recent months Totally. To the platform layer. Yeah. And, you know, all the all the apps will say, oh, we want Apple to verify, you know, the age because it's a lot easier than all of us doing it on our own and not having a shared consensus. So I think the industry is actually loving this because and it depends on how much if if Apple's gonna charge or not, but I don't think they are, at least in what they announced, but it it seems like a win win. I mean, the the device should be verifying age. It's an obvious thing they can do. They already have the secure enclave. They can store it safely. Why would they not? So I don't know. I I actually really thought that was a good move on their part, and maybe they are just trying to get ahead of things too.

Speaker 1: Kids, get ready to learn Linux if you wanna browse the web without your parents' approval. That's always been the case. I think this is good. I I I I think it's good to have the parental controls and then the kids will Did they knock their way around.

Speaker 2: About ads at all besides that small shot around that they that they took? Because they're bringing ads to Apple Maps. They have ads. Yeah. You gotta that they'll put ads in this thing eventually. Why not? The idea the idea that they they really can't take the stance that, you know, ads are universally bad or they would have to self identify as a bad actor. Oh.

Speaker 7: I mean, when you look at the new Siri app, right, which I looked at this morning and played with, it is a very, very bare bones, I would say, almost knock off of ChatGPT. So a lot of surface area for ads. A lot of surface area for things. I mean there's barely anything in there. Sure.

Speaker 2: I don't think they'll do it anytime soon. But Like the idea like they're putting ads in maps Mhmm. So you will search something and it will pop up like the first result will be for somebody that paid to be there. Mhmm. And then to be like, oh, well, we would never put ads in, you know, in a in a, you know, a web search experience. It just it doesn't really it doesn't really make sense. But Well, working with Google, the largest advertising company on earth to Yeah. Help supply your AI strategy.

Speaker 7: Yeah. There's

Speaker 1: I mean, one of my initial guesses that for like the longer term is that eventually the the dollar flow would flip. So right now Google pays Apple for Mhmm. The default search in Safari to be Google because they monetize Google searches with ads and I They give them a percentage of revenue. Yes. Very very important distinction. Yes. It's huge. And so Yes. My my prediction was that eventually Siri would be so integrated with Gemini that there would be ads in the Gemini stream and Gemini tokens would be monetized because the cost would drop and the monetization would increase and eventually Google would be paying Apple Yeah. For the right to be in those That's those

Speaker 7: streams that then are monetizable with links or affiliate links or ads or whatever they want to do. But I think all of the all of the big tech companies are being, you know, walk, crawl, run on this. But so maybe it's I thought that too, John, but I don't think that's the strategy at all. I think Apple sees I think what the smartest thing I heard, and I think it was Dave Moran. He told me I could quote him. Shout out Dave Moran. I saw him after the keynote. Was that yeah. Shout out Dave. Was that Siri is the harness. So Apple's OS and Siri are the harness, and they built this flexible new infrastructure underneath that could be a future model. They were hinting, but not saying explicitly in all my briefings that there will be future models that you can choose from or plug into this. And Google right now is their best partner for a myriad of reasons. We've talked about some of them. But they want to do all the post training. They want to do the reinforcement learning. They want to make it appily. Mhmm. And they're they have their foundational model strategy, and they're not at the frontier, but I think they want to be eventually, and they're getting that flywheel going. And I think this is potentially just a short term thing to them owning their destiny on the AI side more. Yeah. I think they feel like they finally have the pieces in place to get there. It's still gonna take probably a couple years as we see with Meta. Like, rebooting a lab is no small feat. You have to get the flywheel going. I think they're on that path now, and they feel good about it. But I I don't I thought what you what you what you said was correct, Right? That it was gonna be just Gemini tokens that they monetize like search. And I I don't think it's that going that direction at all, actually. Interesting. Would you expect Apple to make an AI related acquisition at north of $1,000,000,000

Speaker 1: in the next You were gonna have thinking machines a year ago?

Speaker 7: You know, I thought they would have already done that by now. They looked at Perplexity. Yeah. They looked at Thinking Machines. If they got this far, what what what do they need So they have this web knowledge graph now that I think was what the Perplexity acquisition would have unlocked for them. So they already went and did that. So I don't know what value Perplexity brings them now. Mhmm. I don't know what thinking machine strategy for that frankly even is for it to make sense for Apple, much less like what thinking machine strategy is. So Yeah. I guess. I just don't get it. So I I think I think they could make an acquisition, but it would be talent based. I don't think there's anything that's gonna be fully resetting the strategy or, like foundational like an Oculus or something like that. I mean, think that moment's kind of past. It feels like it feels like all these companies are huge and mature and you're not going to buy Anthropic, you know, even if you're Apple, you can't afford it, and they wouldn't sell. So you have to go out on your own. Yeah. Yeah. Makes sense. Yeah. And if you look at the history, it's like Beats was like I think their biggest Yeah. Acquisition ever but it was like pretty conservative from a revenue And what did that do? It got them some like Doctor. Dre ads? Well, don't remember. It's just like they just their style is like, let's buy, you know,

Speaker 2: let's do like, like effectively, acqui hires, get really great people on board. Yeah. But the issue is that all the all the great teams get marked up so quickly billions now that they get kind of they're they're no longer that great a candidates for acqui hires because the investors on board are gonna say like, yeah, gave you guys, you know, $200,000,000

Speaker 1: to take a big swing. Just take a big swing. So how open do you think to close it out, how open do you think the Siri ecosystem will be over the Because next I'm optimistic that the base Siri model will be good on launch. But even if I put aside the ChatGPT relationship, I imagine that Gemini is going to launch three new models that are better in Q1, Q2, Q3. You know, they're going to be launching much more rapidly. And if I just want to switch over the default model to something that's more frontier, I saw in the Siri app I could select from the drop down. It was unclear if that was a default or something that I have to do per query. And then there was a big question in my mind about will I be able to effectively remap the side button to just say, hey, Siri AI fine tuned on Gemini 3.1 or 3.5 or whatever. That's great but four o just came out from Google and I want to use that when I hit the button. Do you think that'll be an option?

Speaker 7: I think they want to get there to some degree, but the question is how much this harness needs to be custom fitted for a specific model and how plug and play these is these things are. I mean, we just saw with Fable today. Right? Like, this is a this is kind of a new paradigm in a model. And would that work in a harness like Siri as it exists today? Yeah. You know, maybe the future of these models is actually being built in, you know, sync with the harness that they're meant to exist in. Yeah. Yeah. So I don't know if models will exist like search engines in the sense of, like, plug and play like that. The the products are just so integrated, and Yeah. Models are changing the way we think about operating systems Yeah. With agents. Right? Yep. So could you I to some degree, I think they will do something like a half measure there Mhmm. But I don't think it's gonna be quite as full featured as you think. But you did kinda hit the nail on the head, which we can end on this. Like, the new Siri, it's up to the developer to opt in to this new Siri in the sense of it can see everything on the screen if it's, like, basic text and photos, but it can't understand the UI unless the developer opts in, which means you're basically letting Siri take all your data. If you're Canva, it's like you're giving it up to Siri. And it lives on device, and they say it's private, and Apple won't train on it, but you're still kind of fundamentally doing that. Right? And so that's gonna be the big question is, will the metas of the world, will the OpenAI's, the Anthropix open their apps up to Siri of their own accord because the users demand it, or they think it's a good business strategy, but then you're giving that that data, that valuable UI to Siri. So I don't know. That's gonna be the next thing to watch, I think, in the coming months.

Speaker 1: Very fun. Well, good time to be a subscriber of sources. So go subscribe already. It's always a great time. But it's the best time ever.

Speaker 2: Every day is Loves catching up with you, Alex. Always great. Glad to see you. Thank you, guys. Enjoy the West. Safe

Speaker 1: travels. We'll talk to you soon. Have a great day. Talk soon. Goodbye. Well, whether you're bullish on Apple or bearish of Apple, go express it on public.com