Apple’s AI Hurdles in China 10/23/24

Tim Cook's recent visit to China underscores Apple's struggle against local rival Huawei in an increasingly competitive smartphone market. The discussion highlights Huawei's advantages with advanced AI features and system upgrades. The podcast also examines the challenges in chip manufacturing faced by Apple and how consumer preferences are shifting towards more powerful local brands. Additionally, insights on the iPhone 16 upgrade process reveal varying consumer interest in upcoming AI capabilities, reflecting diverse market attitudes.