Horace again …
🔗 Does Apple’s AI Opportunity Outweigh Component Cost Inflation?
Unlike many of its peers, Apple isn’t in the race to win AI benchmarks or translate those gains into tangible financial gains. It just needs those features to change behavior and pave the way for healthier services revenue.
🍎 is not playing ‘our’ game - except for ‘announcements’ that for whatever reason they have decided to join. They clearly do not know how to play it and are losing. Badly.