""AI has not been a particular strength for them," Sculley said of Apple."
"he warned Apple was facing its "first real competitor" in "many decades" in OpenAI."
""We have a great team, and we're putting all of our energy behind it," he said."
OpenAI has emerged as a significant competitor to Apple, challenging the company's historical dominance in consumer technology. Apple launched Siri in 2011 and recruited John Giannandrea from Google in 2018 to lead AI efforts, but ChatGPT's 2022 release exposed gaps in Apple's AI readiness. The June 2024 "Apple Intelligence" rollout fell short, Siri AI upgrades were delayed until 2026, and internal leadership on the project shifted. Apple evaluated using Anthropic or OpenAI models instead of solely relying on in-house systems. Investor concern rose amid AI underperformance and an $800 million tariff-related cost, prompting restructuring and acquisition plans to accelerate AI progress.
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