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Everyone in big tech is now investing big money into AI right now - besides Apple. Do you think they will lose the race or can they afford to see how these bets are going?

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There are reports that Apple is also investing in AI, but doing so quietly. In the near term I don't think their products will see any decline in demand due to lack of new AI, but if they don't upgrade Siri they could definitely lose marketshare to Google eventually. And the Vision Pro will absolutely require cutting edge AI to work well.

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