"AI advancements could lead to shorter upgrade cycles, while Apple's reputation for enhanced privacy could become an enhanced selling point. All the while, 'taxing' the frontier labs via the App Store. It doesn't matter to Apple which app gets used most, so long as it's being used."
"For starters, Apple does want/need to improve Siri. If it ultimately uses Google's Gemini models, the capacity will need to come from somewhere. There's also OpenAI's efforts to create its own branded hardware, designed by longtime Apple star Jony Ive."
"It's possible that our primary AI devices won't be mobile. They'll be something else, running agents. What's in our pocket will be used more like the original iPhone - talk, text, and listen to music."
"Apple's Tim Cook seems to be echoing the wisdom of Joshua, a rogue AI from the 1983 film War Games: 'Strange game. The only winning move is not to play.'"
Apple is focusing on selling high-end consumer hardware, anticipating that AI advancements will shorten upgrade cycles. The company's strong reputation for privacy may enhance its appeal. Investors are increasingly considering Apple's position in the AI landscape, although challenges remain, such as improving Siri and competition from OpenAI's hardware. Future AI devices may not be mobile, potentially shifting the role of smartphones. Despite uncertainties, Apple is likely to benefit from these trends, as indicated by increased demand for its Mac products.
Read at Axios
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