Apple's recent research paper, 'Illusions of Thinking', raises significant doubts about the effectiveness of reasoning models in AI, standing in stark contrast to other companies like OpenAI that are heavily investing in this technology. Analyst Eric Bleeker highlights that while OpenAI projects groundbreaking AI advancements by 2026, Apple appears more skeptical and less invested in these developments. This skepticism may lead to crucial implications for AI spending and investment if expectations are not met by 2026, further validating Apple's cautious stance in this competitive field.
Apple appears culturally and strategically hesitant to embrace foundational AI advancements, contrasting sharply with peers' aggressive AI investments.
If 2026 passes without novel discoveries, then Apple's criticisms of reasoning models will look more compelling, raising questions about future AI investments.
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