This.

Apple can gradually add AI capabilities in their products as they do not need to sell it urgently unlike the rest of the tech companies out there screaming about it to the roof tops.

Like I said before, Apple will likely announce a hybrid AI solution for Siri for both online and offline capabilities. I expect them to eventually use a local LLM to race everyone to $0.

So you are saying I should sell Nvidia?

There is a different reason to sell Nvidia and it also affects Apple as well and it is a geo-political issue with the US and China over Taiwan.

Won't be surprised to see a scare in the AI industry and a wider disruption over chip manufacturing as tensions escalate.

At least Apple is de-risking their chip manufacturing outside of China. [0]

[0] https://www.businessinsider.com/companies-leaving-china-dive...

the thing is that the challenge to monetize AI. if AI won't allow apple to sell more devices - it won't work out.

This might be more defensive and about not letting someone else with better ai features sell more phones (if that's what consumers want).

The problem is that there is no indication for now that users want integrate AI experience - feels like people are just too much into app specific things like "I use this app for this".

We will see though.