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Why Apple is fumbling AI, and how they could course correct (hint: buy OpenAI for $500B)
AppleApple(US:AAPL) All-In Podcast·2025-06-21 06:18

I've studied Apple basically my whole career. If you think about their defining competitive advantage was the integration of hardware and software that led to the beautiful MacBook that we're all using. It led to the iPhone and the fact that they were so coupled between hardware and software, the user interface, you know, etc. And I think it directly led to them winning let's call the mobile era.In AI, they're the opposite. They don't control the silicon. They don't control the underlying models.And so now ...