Apple's AI Dilemma: Strategy and Survival

This chapter examines the challenges faced by Apple in the competitive tech landscape, particularly its lagging performance compared to MAG7 peers. It discusses the potential for acquisitions like Perplexity to enhance Apple's AI capabilities and the implications of Apple's cautious investment stance in AI technologies. The conversation highlights skepticism about current spending trends in the AI sector while questioning Apple's innovation trajectory and its impact on market dynamics.