caroline: mark gurman, always with the latest and breaking when it comes to apple.hanks so much for quickly jumping on the phone with us. let's turn to a company that has become ever more technologically native. they have hired a silicon valley start. weight watchers. it is part of the cover story in this week's bloomberg businessweek. it is about the 60-year-old company's been on pharmaceuticals as the next frontier. let's discuss all of this. i am pleased welcome the ceo, sima sistani, who joins us now. you are deeply in the tech space, building companies, innovating. your job now is to innovate at weight watchers and part of that is making acquisitions in the telehealth space. talk to us about this how this is helping us drive forward with pharmaceuticals? sima: coming in as ceo, just a year and change now, i knew part of the vision was about rethinking the business from a digital perspective. one based on community, which is where i've spent most of my career. i have first experience first as a member on the program. i was excited about bringing something new an

mark gurman broke those details overnight. clear strategy here, according to your reporting. mark: i wonder what albert einstein would think about virtual reality and the vision pro. in terms of the story, what we are hearing is there is a slow go ramp up to the applevision prelaunch. $3500 device that requires an immense amount of customization. the logistics, the way they are going to launch online and in stores is a cumbersome process. early next year, early 2024 in the u.s., order the device online or in store. if you are buying it in the store, if you are in one of the major markets, l.a., new york, san francisco, texas, in those bigger stores you will have a new virtual reality vision pro experience area where you can buy the device, experience the device, have a customized, get training. if you are in the smaller market, you are able to buy it in a small corner at a table. over time they will ramp up that experience center but you will be able to get the vision pro in any u.s. retail store from the get-go. where things

joining us now is mark gurman who broke the story. tell us what apple is doing. think it is called ajax or apple gpt? mark: we have learned that apple is going all in on large language learning models, the heart of what powers chatgpt, bard, all of these ai tools we've been hearing about. they have developed their own underlying framework called ajax to power its next generation machines and has also built a chatgpt-like tool for use among its employees that operates similar to the ones that we see today. matt: why have they seemingly given up on siri? alexa seems smarter than siri let alone chatgpt and bing. how come they haven't worked harder on it? mike: i don't think they have given up on siri. apple is stretched pretty thin for resources. a lot of their ai effort is going to are there a thomas carper work, working on the self-driving car. i taught him his capabilities will be powered by machine learning and artificial intelligence, so a lot of work there. they are applying artificial intelligence to many parts of the system on the iphone, mac, division pro he

our chief tech correspondent mark gurman joins us now. the biggest contribution towards this downside weirs expected to see -- that we are expected to see. mark: this is not good news for samsung going into the announcement of their quarterly earnings. the anticipation is that the crime will be the biggest on a quarterly basis since 2014. analysts are expecting sales around 62,000,000,000,001 with operating profit around 531 billion won. and also operating loss is about 3 trillion won. you can see this with chip shortage or had a few years ago, the ongoing effect of the global economy. also they are having issues selling memory from their memory supply part of the business into their own smartphones and into third party smartphones, as well as their on pcs and third-party pcs and you can see that putting that with the drop off in sales of phones not only from samsung, but other players globally as well. shery: could we see some bright spots in the results, we know that seasonality could help their smartphones at least? mark: you are also l

mark gurman joins us. mark, what are you excited about? what are you looking ahead to?d on what i am hearing, there is nothing entirely too exciting to expect. we are talking about three categories to see updates. to set the stage, new vulnerable phones, new watches, new tablets. the phones, two new phones, an up rates to their full double flip and their full double fold. the big one and the small one. the upgrades there are about the hinge. the hinge is now stronger and allows the phone to go thinner. the full one, the bigger one with the screen on the inside cover that gets slightly lighter. other than that, the improvements are very minor. and the processor gets a bump as well. battery life remains the same. very modest upgrades. the tablets, three new tablets. the s-nine, s-whole -- the big news is the entry-level version is going to get a faster processor. the other ones get that as well but also for the first time, an oled display. that puts them far ahead of apple which i do not anticipate adding oled to their tablets for three to five years. the watch upgrades a

ed: mark gurman, check out his latest on wimmer.com paired that does it, i'm afraid, for this editionbusy start to the week. we have our podcasts anywhere you get them. as i said, bloomberg.com. from here in san francisco, this is bloomberg "technology." ♪ retired right? am i? ya! save up to $500 on the new sleep number® smart bed. plus, 60 month financing on most smart beds. shop now only at sleep number®. sales tax automatically. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business license guidance? ahhhhhh -cross-border sales? -ahhhhhh -item classification? -ahhhhhh does it connect with acc...? ahhhhhh ahhhhhh ahhhhhh sleepovers just aren't what they used to be. a house full of screens? basically no hiccups? you guys have no idea how good you've got it. how old are you? like, 80? back in my day, it was scary stories and flashlights. we don't get scared. oh, really? mom can see your search history. that's what i thought. introducing the next generation 10g network. only from xfinity. so... i know you and george were struggling with the possibili

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we have industry leader mark gurman as well.le like you care about the product should check of the financial media or do we overplay? alex is going to get new airpods and everyone goes hysterical. cameron: we do care and it is what moves the earnings people. the 2023 apple earnings expected to be down 2% and grow 10% in 2024. is there upside to those numbers because all of the stock strength has been multiple expansion. the multiple seems worth it because of the company but to get to that next trillion you have to see it in the earnings. tom: asked alex about the goggles -- ask alex about the goggles. are you going to get them? cameron: is this enough to move the needle higher and is this the next iphone where we can have an entire ecosystem around it or do we need other product lines to get you to the next trillion? alex: it is the analogy people compare it to is the watch. even if you don't so big volume in the car, it can be a big revenue driver given the price point and you can get quickly to a meaningful number. for the lon

smart people like mark gurman are looking -- and this is something absolutely new for natural tv and radio -- they are actually looking at their business plans. it is the business plan of tesla? could you see jon ferro in a tesla -- what is it called, a cyber truck? jonathan: yeah. tom: when will it make money? jonathan: they are going to get rolled out in the next 18 months. a huge demand for them, tom. massive. they look equal. you don't think they look pretty cool? i remember when they were first rolled out. do you remember that demo? they threw the rock through the window, and everybody laughed about it. tom: i think david ricardo has ordered one. jonathan: david? would you like to do the promo? tom: no, you do it, you will get it right. jonathan: 6:45 eastern time, about 42 minutes from now. still part of red bull, but he is going to scuderia alphatauri for the rest of the season. he was doing this tire testing with daniel over at silver stern in the red bull, and within 11 laps they just knew, he's still got it. and they made a move quickly to get in the sea. tom: good morning,