[blitzar]

One small disagreement - the most obvious entry point is one of the 3.5 billion android devices in the world (against apples 1.5b)

The relatively small changes in share price (~ -2% vs +2%) is likely just some optionality coming out of the respective company valuations for the small probability apple announced something big like Ai that works or a $400 phone for the mythical people who don't live in silicon valley and make 7 fig salaries.