Why Apple is fumbling AI, and how they could course correct (hint: buy OpenAI for $500B)

i've studied Apple basically my whole career if you think about their defining competitive advantage was the integration of hardware and software that led to the beautiful MacBook that we're all using it led to the iPhone and the fact that they were so coupled between hardware and software the user interface you know etc and I think it directly led to them winning let's call the mobile era in AI they're the opposite they don't control the silicon they don't control the underlying models and so now they're back to maybe using a historical analogy the PC makers who didn't control the OS that's right so I think the good news for them is look

they still have a monopoly on users they have 3 trillion of market cap to kind of play with so I think it's way too early to count them out what's the most extreme thing that they could do just for intellectual sake right buy OpenAI for 500 billion i'm just going to put a crazy thing out there right so you think okay that's the most extreme well is it even that extreme and what would Apple's stock do that day go up that's my view too i actually think it would go up not down even if they did something like that I would love to see them be a little bit more aggressive you guys remember when Steve Jobs bought Finger

Works it was this tiny acquisition they made this little trackpad that you could use your fingers on no one figured out why they did this and then in turn into multi-touch and scrolling right so I think it's going to be fascinating to see what they