on May 1, 2026, 8:48:50, in reply to "Yeah. People have give Apple a lot of crap for lack of any discernible AI strategy "
Or that "Remind me to take a walk at 5:30 this afternoon" should result in "I've added take a walk at 5:30 this afternoon to your Reminders." 
Previous Message
But having no strategy and not spending money on AI is a way better approach than having no strategy and dumping all of your cash reserves and then some into your AI efforts.
Actually, if the new Apple CEO is smart, Apple could end up making a killing in AI. There’s absolutely no reason to spend huge amounts of money trying to build a frontier model. With multiple peer competitors, the models will be commoditized, as was shown in Appkes recent deal to license Google models.
Apple’s niche is in products. If they can find a good way to leverage AI within their existing massive hardware user base, they’ll further solidify their revenue streams there. And IMO, the logical AI wearable form factor will be earbuds, where Apple has a product. Already can have a microphone, and use the linked phone to access the model and a camera when needed.
This ignores the enterprise market, but that’s never been Apple’s core business anyway. Keep the lead on consumer electronics and they’ll keep printing money. Previous Message
Revenue increased, but eyeballs dropped, and they apparently gave disappointing guidance on future revenue.
Meanwhile, they're cutting jobs across the company so that they can pour incomprehensible sums into products that they don't seem to have much of a plan for. Is there a profitable future in having the 5th best AI product, a couple social media platforms flooded with slop and boomers, and making nerdy looking glasses with a hidden camera? Previous Message
A $57 per share loss
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Apple: Best 2Q in company history - Stu May 1, 2026, 5:16:51
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