TechCheck CEO Tim Cook: Apple "significantly increasing" AI spend 8/1/25
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Aug 1, 2025 Steve Kovach, a savvy tech reporter focused on earnings and AI strategies, joins to discuss how Apple is ramping up its investments in artificial intelligence. He breaks down the competitive landscape among tech giants like Microsoft and Amazon, detailing how Apple's spending strategies aim for an AI turnaround. Kovach also explores the implications of these investments for Apple's future and its potential partnerships in the evolving AI landscape.
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Apple's Unique AI Spending Strategy
- Apple is significantly increasing AI spending but at a much lower scale than competitors like Microsoft and Amazon.
- Tim Cook hints at a strategy involving partnerships rather than building AI models fully in-house.
Meta's AI Monetization Approach
- Meta is focused on 'core AI' driving ad growth but expects generative AI to take longer to monetize.
- Meta's approach is to scale technologies first then figure out monetization.
Apple Prefers Partnering on AI
- Tim Cook declined to comment on AI model commoditization to protect Apple's strategy.
- Apple may partner with companies like OpenAI or Anthropic to build on proven AI rather than starting from scratch.