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Marques Brownlee July 8, 2026

Apple's AI Strategy

Apple's AI struggles are a manifestation of the company's ambivalence towards emerging technologies. While other companies are racing to develop advanced AI technologies, Apple is taking a more nuanced approach. This ambivalence is reflected in the company's AI strategy, which is characterized by a cautious and measured approach. Apple's focus on making iPhones also gives it a unique advantage, as the company's AI just needs to be good enough for investors to believe Apple is competitive.

The AI landscape is changing rapidly, and companies are racing to develop their own AI technologies. Google, Meta, and Nvidia are all working on their own AI projects, and Apple is trying to keep up. However, Apple's approach is different from its competitors. While they're focusing on developing advanced AI technologies, Apple is taking a more cautious approach. The company is waiting for the technology to mature and then stepping in with its own version.

Apple's AI struggles are also a reminder that emerging technologies are not always a guarantee of success. The company's cautious approach may pay off in the long run, but it's a risk that the company is willing to take. Apple's focus on making iPhones also gives it a unique advantage, as the company's AI just needs to be good enough for investors to believe Apple is competitive. However, the company's AI struggles are a reminder that emerging technologies are not always a guarantee of success.

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