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What Apple Knows About AI That Silicon Valley Won't Admit

4 hours ago
  • #Apple AI strategy
  • #Silicon Valley hype
  • #Technology skepticism
  • Apple's stance on AI is that it doesn't fundamentally change their strategy, spending only 2% on capex compared to peers investing heavily in AI infrastructure.
  • The company remains led by non-AI-focused executives and plans to make Siri a platform integrating third-party AI models, treating AI as a swappable commodity.
  • Many other tech giants invest heavily in AI while hedging their bets, driven by fear of missing out rather than genuine belief, unlike Apple's defiant conviction.