Apple(US:AAPL) Sou Hu Cai Jing·2025-08-04 15:05Core Viewpoint - The CEO of Apple, Tim Cook, emphasized the necessity for the company to succeed in the AI sector during a one-hour all-hands meeting, stating that Apple must seize this opportunity and will significantly increase its AI investments [2][3]. Group 1: AI Investment and Strategy - Apple plans to "significantly" increase its investments in AI, as communicated by Cook during the earnings call and reiterated in the all-hands meeting [2][3]. - Cook expressed a strong commitment to AI development, asserting that "Apple must do this" and "Apple will do this" [2][3]. Group 2: Current Challenges in AI - Apple faces competitive disadvantages in the AI field, with significant delays in the promised upgrades to its voice assistant, Siri [4]. - Despite launching various AI-driven features under the Apple Intelligence brand, the development has not met expectations, indicating a lag behind competitors [4]. Group 3: Response to Criticism - Cook acknowledged that Apple is "rarely the first" to market with new products, citing examples of existing technologies before Apple's innovations, such as PCs before Macs and smartphones before iPhones [5]. - He suggested that this historical context does not preclude Apple from eventually creating the "modern" versions of these products, implying potential for Apple to catch up in the AI domain [5].