Strategic Reflection on Apple's AI Approach

The speaker reflects on Apple's potential strategy in the AI space, speculating that they might be waiting for the right moment to launch a product. Despite criticisms of missing the boat on AI, the speaker questions Apple's track record in developing AI technologies, citing Siri's limitations. They suggest that Apple could tap into Google or OpenAI's advancements and express surprise that it might be Google, not OpenAI, that Apple collaborates with due to their rivalry. The speaker highlights the significant Google-Apple partnership in search, implying that partnering with Google for AI could be strategic for Apple, leveraging Google's expertise in the space.