Hear me out on this...it's just a viewpoint, and I am sure people will disagree, but what if this "AI" thing fades? The bubble bursts, the spending stops, etc. As someone who watched the dot com bubble grow and grow and then burst, this gives me feelings of deja vu.
So...if the LLM bubble bursts, and Apple doesn't have a tool that others currently have - will it matter? Will those tools go away since, as it currently stands, companies using these tools do not have enough paying customers to break even. Will Apple be worse for wear?
I understand there are folks who think the bubble won't burst. But what if it does? Will Apple being slow on this, actually be a good thing for them? I am genuinely curious.