- Apple is relatively insulated from AI infrastructure costs compared to rivals like Microsoft, Google, and Amazon.
- Ed Zitron predicts Apple will mostly watch the AI bubble collapse from the sidelines, possibly making selective acquisitions.
- The Vision Pro was deemed a 'dud' but considered a future-forward product; Zitron suggests Apple should focus on miniaturizing it.
- The AI bubble is attributed to a lack of hypergrowth ideas and new interfaces in the tech industry.