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🚨Gavin Baker: Apple's ineptitude in AI is shocking, "it almost feels like they're trying to lose."

August 09, 2025 / 00:51

This episode discusses Apple's $700 billion share buyback, its lack of investment in AI, and the perceived decline in product quality, particularly Siri.

The conversation highlights the contrast between Apple's financial decisions and its competitive stance in AI. The speaker expresses frustration over Apple's comfort with being late to markets, referencing the iPhone's introduction as a late entry.

Concerns are raised about the quality of Apple's AI products, with specific mention of Siri's worsening performance. The speaker questions Apple's execution and strategy in the AI space.

Overall, the episode critiques Apple's approach to innovation and competition, suggesting a disconnect between their financial strategies and technological advancements.

TL;DR

Apple's $700 billion buyback raises questions about its AI strategy and product quality.

Episode

0:51
00:00:00
Apple has bought back, let this sink in,
00:00:02
$700 billion worth of shares over the
00:00:06
past decade.
00:00:06
Maybe they should have spent 200 billion
00:00:08
less and spent that on data centers and
00:00:10
been like a real competitor in AI. And I
00:00:13
just continue to be baffled, you know,
00:00:16
and I think they're very comfortable
00:00:18
being late to markets. You know, the
00:00:20
iPhone was not the first smartphone, but
00:00:22
I'm just shocked at their inaction
00:00:26
and in aptitude and AI, how bad the
00:00:28
products are from a user perspective. I
00:00:31
mean, they're they're terrible.
00:00:32
They're getting worse. Siri's worse.
00:00:34
Siri's worse. How is that possible?
00:00:37
Incompetence is indistinguishable from
00:00:39
malice, but I mean, it almost feels like
00:00:41
they're trying to lose.
00:00:43
Literally, if you said, "Here's a
00:00:44
playbook on how to lose," they would
00:00:46
have written it. So, it's astonishing to
00:00:48
me their lack of execution on AI.

Badges

This episode stands out for the following:

  • 60
    Most shocking
  • 60
    Best concept / idea

Episode Highlights

  • Apple's Share Buyback
    Apple has bought back $700 billion worth of shares over the past decade.
    @ 00m 02s
    August 09, 2025
  • AI Execution Failures
    Commentary on Apple's poor execution in AI, suggesting they are trying to lose.
    “It's astonishing to me their lack of execution on AI.”
    @ 00m 48s
    August 09, 2025

Episode Quotes

  • I'm just shocked at their inaction and inaptitude in AI.
    🚨Gavin Baker: Apple's ineptitude in AI is shocking, "it almost feels like they're trying to lose."
  • Siri's worse. How is that possible?
    🚨Gavin Baker: Apple's ineptitude in AI is shocking, "it almost feels like they're trying to lose."

Key Moments

  • AI Inaction00:22
  • Siri Decline00:34
  • Execution Failures00:48

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