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Apple's Cautious AI Ambitions
In this chapter, the speakers explore Apple's measured approach to AI spending compared to more aggressive strategies from companies like Microsoft and Meta. They discuss the recent surge in iPhone sales driven by user upgrades and the integration of new AI features with Siri and ChatGPT, while addressing initial limitations. The conversation also delves into the implications of AI collaborations on stock market sentiments and Apple's potential future in the AI sector.