苹果后院起火

Core Viewpoint - Apple is facing a collective lawsuit from shareholders for allegedly underestimating the time required to integrate advanced generative AI into its Siri voice assistant, which has reportedly impacted iPhone sales and stock prices, constituting securities fraud [1][2]. Group 1: Lawsuit Details - The lawsuit has been filed in the San Francisco federal court, naming CEO Tim Cook, CFO Kevin Paler, and former CFO as defendants [1]. - The U.S. corporate accountability system makes it difficult to successfully appeal charges of misleading statements once evidence is found [1]. Group 2: AI Integration Issues - Apple's senior vice president of software, Craig Federighi, previously stated that a "smarter Siri" would be launched in future iOS versions, but it has not materialized as of the latest iOS 26 release [2]. - Apple has added a disclaimer on its iPhone marketing page indicating that it will take longer than expected to implement certain features, without providing a specific timeline [2]. Group 3: User Sentiment and Market Impact - A survey indicated that 47.6% of iPhone users consider AI a key factor in their future smartphone purchases, yet 73% of users who experienced Apple Intelligence found its AI features to be of little to no value [3]. Group 4: Potential Acquisition of Perplexity AI - Apple is reportedly considering acquiring AI startup Perplexity AI to enhance its talent and technology in the AI sector, with discussions already taking place among its internal teams [4]. - Perplexity AI, founded in 2022, has seen rapid growth, with its valuation reaching $14 billion, and its CEO has indicated that the company is focused on developing the "Comet browser" this year [5]. Group 5: Limitations of Potential Acquisition - Even if Apple successfully acquires Perplexity AI, the impact on Apple Intelligence may be limited, as users currently seek AI that aids decision-making rather than just a voice assistant [6]. - Apple's ecosystem is unlikely to delegate significant responsibilities to any third-party models or applications, which may restrict the potential benefits of such an acquisition [6].