The Daily Brief

Is Apple Losing Its Magic?

10 snips
Jun 12, 2025
Apple's recent performance raises eyebrows, especially with the mixed reception of its new Liquid Glass interface and an unclear AI strategy. The company's innovative organizational structure has historically spurred excellence, but fragmentation in AI development is a significant hurdle. Meanwhile, insights into India's investment landscape highlight regulatory advancements and economic trends, demonstrating broader implications for global markets. The balance of innovation and tax regulations is crucial as foreign investments shift, especially in the tech sector.
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INSIGHT

Apple's Unique Innovation Model

  • Apple's innovation focuses on creating premium consumer tech with strong privacy, unifying design across products.
  • Its unique organizational structure enables cohesive ecosystems but risks functional silos and slower consensus.
INSIGHT

Siri's AI Struggles

  • Siri launched early as a voice assistant but lagged due to scattered AI teams and internal conflicts.
  • Apple's centralized AI teams under John Giannandrea struggled with strategy, causing delayed progress.
INSIGHT

Apple's AI Lagging Behind

  • Apple's generative AI efforts underperformed competitors and lacked large language models like Gemini.
  • Internal structure and reluctance to abandon Siri hinder innovation and product delivery.
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