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Apple is in terrible shape on software, AI is driving this home

the only tier-one, network-effects app they control is iMessage

search? someone else

maps? someone else

video? someone else

audio? someone else

and now they will go to someone else for AI

what did they do in the meantime? VR that bellyflopped



Not sure why this is relevant. Apple's forte was always the hardware (and lately the greater focus on privacy). And you could easily say the same about Microsoft:

search? someone else

maps? someone else

video? someone else

audio? someone else

Arguably Apple is at least better positioned than MS for some of these because people actually use Apple Maps and Apple Music. When was the last time someone whipped out Bing Maps?


You forgot iOS. App APIs are also network effect things.




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