Tim Cook played around with virtual reality glasses that nobody uses, wasting time and money while the competition was working on AI. He should be fired yesterday!!!!
I will distinguish the difference between applications of AI here and note LLMs only.
I've seen stats for LLM stuff in a large org. No one uses it apart from a very vocal minority. In fact, uptake is so bad that it gets turned off in most orgs because there is no ROI. That's why MS forced CoPilot on everyone in O365 - to inflate the figures because the uptake was low. Where it is used, there is either actual tangible damage being done which breaks ROI or no quantifiable ROI in the first place. On top of that, people are starting to come round to the fact that whilst technology is always functionally inert, the people using it are not and this is being noted even through non-technology focused people. All the slop being pumped into their existing social media accounts is diluting interest in that as well.
Anything left is running on faith and the idea is on fire. It's a hammer without nails to hit.
Apple's conservative stance of getting someone else in and giving them the option of pulling the plug is the most sensible thing I've seen from a tech company. When the inevitable ponzi / cash circulation scheme bubble does pop, Apple will see the least damage because it actually has real products to sell.
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I will note one case I have seen personally recently. The principal interest of using LLMs is staff replacement and cost cutting. Naive management think they can replace skilled workers with unskilled workers who can use LLMs to bridge the gap. This is announced as a "me too" gesture, skilled staff are laid off and replaced with lowest paid outsourced staff they can get. They are thrown in the deep end with the LLM as a crutch. They do tangible damage to the business. The management team get 1-2 years of product failures but good EBITDA under the belt, write it off as an amazing thing that they've adopted AI like everyone else, somehow boost stock prices on the me-too, then leave and go and damage the next organisation. Then they have to rehire and clean the mess up.
This industry damages society and people are aware of it.
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