Apple’s struggles represent a fundamental misreading of the AI revolution. While competitors pour resources into large-language models, autonomous systems and AI-powered services, Apple continues to rely on stock buybacks to the tune of $704 billion over the past decade — as its primary growth strategy. It’s a defensive playbook when the moment demands bold offensive moves.The AI revolution differs fundamentally from previous tech cycles. Unlike the mobile transition, where Apple could observe, learn and then leapfrog competitors with superior execution, AI advantages compound rapidly. Companies with early leads in data, talent and infrastructure create moats that become increasingly difficult to bridge. Every quarter Apple delays meaningful AI investment, the gap widens. DO you think that Apple need to partner with small AI startups ?
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