TechCheck Apple’s AI strategy in focus 7/25/25
4 snips
Jul 25, 2025 Big tech is bracing for a blockbuster week, with major earnings reports from Microsoft, Meta, Amazon, and Apple. Focus shifts to Apple's challenges amidst competition for AI talent and tariffs. The potential impact of a new iPhone launch adds intrigue. The discussion highlights Apple's strategy in AI acquisitions, particularly the possibility of bringing in technologies like Perplexity. Tim Cook’s preference for nurturing an internal AI team contrasts with competitors, painting a picture of Apple's unique position in the tech landscape.
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Hardware Drives iPhone Upgrades
- Apple's AI shortcomings dampened iPhone sales supercycle expectations this year.
- Hardware redesigns remain the major driver of iPhone upgrade cycles, not AI improvements.
Look for iPhone Guidance Clues
- Watch Apple's Q3 guidance for signs of iPhone price hikes or new designs.
- A big revenue growth projection may signal a hit model like the rumored "iPhone Air" hitting the market.
Apple Bets on Internal AI Talent
- Apple may avoid big AI acquisitions, betting on internal talent to succeed this time.
- Lack of AI buyout news could indicate confidence in organic AI development under new leadership.