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Report: Apple's AI Strategy Could Finally Pay Off in 2026
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So the entire Siri and AI debacle was calculated? Interesting.
OK... Apple doesn't need to be the first, but, Apple does well in spinning developed technology into their portfolio making it better for their purposes... it will come to pass that Apple did do the best for their business to not sink in cash to flounder and not see a profit from the investment in AI early on... let's see how they leverage what they need to make money. apple is a hardware company after all...
Apple will be more than OK. All these companies investing billions of dollars in each other without any plan to make a profit. CoPilot is a joke, ChatGPT is hallucinating more instead of less, ... Apple is taking its time, but so what? Most people don't care about AI.
While some might be skeptical about AI and its benefits, its reach is undeniable. It may not be a primary consumer product but rather a product for companies and industries that is where long term contracts and other research may benefit from LLM.
Consumer available AI is just a testing ground for LLM to learn and people even those paying for it are subsidizing its true nature. While the speculation investments may shrink its core strategy is long term.
Many analysts even speculated that Bitcoin was going to be history time-and-again but here we are. Some of those analyst claiming doom have even jumped in the BTC bandwagon while consuming some humble pie.
Consumer available AI is just a testing ground for LLM to learn and people even those paying for it are subsidizing its true nature. While the speculation investments may shrink its core strategy is long term.
Many analysts even speculated that Bitcoin was going to be history time-and-again but here we are. Some of those analyst claiming doom have even jumped in the BTC bandwagon while consuming some humble pie.
Personally, I have little-to-no interest in AI. At least not in anything AI-related that has been offered to consumers thus far. Therefore, Siri and AI remain turned off on all of my devices.
That being said, it has always been my view that Apple - despite its huge software issues in recent years culminating in iOS/iPadOS/macOS 26 - has been focused on secure, on-device AI processing. That would explain at least part of the long gestation period.
Ironically, Google seems to have placed a greater emphasis on secure, on-device AI processing with its latest Pixel 10 phone line with its new Tensor G5 processor. Apple’s A19/M5 chips and Qualcomm’s Snapdragon Elite chips may be the Ferraris of the CPU/GPU world. But it seems to me that Google’s G5 is more like a diesel. It’s not as fast as the hot rod chips, but it’s a strong workhorse that can do the heavy lifting of on-device AI processing.
To use the automotive analogy again, Apple may be in a similar position as Toyota. The Japanese automaker deliberately dragged its feet on pure electric vehicles while others car companies spent billions and billions - only to have the market for EVs in the U.S. (Toyota’s largest market) collapse. Instead, Toyota readied itself by perfecting traditional hybrids. Now, more than half of its vehicle line-up is hybrid powered. Just in time for an American market that is truly interested.
That being said, it has always been my view that Apple - despite its huge software issues in recent years culminating in iOS/iPadOS/macOS 26 - has been focused on secure, on-device AI processing. That would explain at least part of the long gestation period.
Ironically, Google seems to have placed a greater emphasis on secure, on-device AI processing with its latest Pixel 10 phone line with its new Tensor G5 processor. Apple’s A19/M5 chips and Qualcomm’s Snapdragon Elite chips may be the Ferraris of the CPU/GPU world. But it seems to me that Google’s G5 is more like a diesel. It’s not as fast as the hot rod chips, but it’s a strong workhorse that can do the heavy lifting of on-device AI processing.
To use the automotive analogy again, Apple may be in a similar position as Toyota. The Japanese automaker deliberately dragged its feet on pure electric vehicles while others car companies spent billions and billions - only to have the market for EVs in the U.S. (Toyota’s largest market) collapse. Instead, Toyota readied itself by perfecting traditional hybrids. Now, more than half of its vehicle line-up is hybrid powered. Just in time for an American market that is truly interested.
That’s a polite way to say didnt get stuff done, but also ignores the fact that they went head over heels into promising AI features that weren’t possible and apparently still aren’t.
No restrain there.
I’m honestly baffled that’s the first thing I read in this article.
I love how the article pretends like Apple holds a unique position in the market when it comes to hardware as if they are the only smartphone makers in the world.
Google holds the most unique market position since it has it's own hardware division and is the maker of one of the largest and most popular AI agents, Gemini. So no, the iPhone plays no key strategic advantage in this scenario unless Apple wants to create their own AI, it will have to use someone elses for the foreseeable future, there is no other strategic play here.
Google holds the most unique market position since it has it's own hardware division and is the maker of one of the largest and most popular AI agents, Gemini. So no, the iPhone plays no key strategic advantage in this scenario unless Apple wants to create their own AI, it will have to use someone elses for the foreseeable future, there is no other strategic play here.
Tim Cook posting AI slop to promote Apple TV is pretty embarrassing.
daringfireball.net
Tim Cook Posts AI Slop in Christmas Message on Twitter/X, Ostensibly to Promote ‘Pluribus’
Link to: https://x.com/tim_cook/status/2003873311504130173
daringfireball.net
Why are people constantly looking for a reason to defend Apple when Apple showed us years over years that SIRI is never useful. It was introduced with 4S I believe and since then the only thing it can really do is to set timers and do super basic stuff.
Apple promised more and they failed to deliver. They publicly mentioned that and promised to fix it. And yet, there is article after article implying that Apple has a master plan and this is actually for better? At some point you need to wake up and smell the coffee.
Apple is behind the tech with AI and its going to be hard for them to make any meaningful change unless they do something drastic.
Apple promised more and they failed to deliver. They publicly mentioned that and promised to fix it. And yet, there is article after article implying that Apple has a master plan and this is actually for better? At some point you need to wake up and smell the coffee.
Apple is behind the tech with AI and its going to be hard for them to make any meaningful change unless they do something drastic.
Yep, that coupled with terrible help, poor APIs for programmers to use, terrible spelling correction, etc. I think Apple is long way from making AI improve anything.
I've been trying to use Apple AI in Xcode and I spend more time undoing its suggested changes that I would have in writing the code from scratch. The AI cannot even suggest code that compiles. It does not suggest code that is in line with Apple's documented examples. Of course, Apple's documented examples are terrible anyway and often don't agree with the current APIs.
Right now, Apple software is in a terrible state of disrepair, due to lack of attention in Cook's drive to squeeze every last penny out of the brand.
So Apple deliberately made Siri incapable of doing things other could for ages was a strategy? Image Playground wasn’t jumping on the bandwagon with something useless?
The same Google Gemini that powers Samsung smartphones will now power Apple's smartphones as well, eliminating a distinction between the smartphones of both companies. Apple recognized Google Gemini as a leader who would probably stay ahead.
I also wonder if Apple developing their own A.I. would have prevented them from reaching their
goal by .
?
Is Apple outsourcing their emissions to Google?
I also wonder if Apple developing their own A.I. would have prevented them from reaching their
Is Apple outsourcing their emissions to Google?
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Waiting for the news to break that Gurman has been wrong this whole time about 26.4 and we need to wait for 27.0.
This is incorrect, mainly due to the fact that Google does not make much of a profit on their pixel devices.
Advertising still makes over 87% of Google‘s revenue.
Apple’s main source of revenue is the iPhone and services, for Google their hardware is basically an afterthought.
Did you forget about NFTs? Also the fact that most crypto is worthless and there is still no usecase for it outside fo drug dealing? I'd say most skeptics about crypto have been right so far, the problem is that the market can stay irrational for a very very long time.
Cluelessness, followed by outsourcing.
It might pay off now that Apple isn't in charge of it!
I'm indifferent (at best) about most of the features that were released under the "Apple Intelligence" umbrella so far. Third-party services (LLMs, image generation) are more capable and useful anyway.
A significantly improved Siri Voice Assistant would be very useful though. I might even buy a new phone just to get access to that feature.
A significantly improved Siri Voice Assistant would be very useful though. I might even buy a new phone just to get access to that feature.
Apple's AI has been the biggest failure under the Tim Cook era!
