what's worrisome is that they continue to fail at it. it's one thing to say "we're still hashing things out". it's another to parade around Image Generation features that are obviously widely not-cared-for and oftentimes actively disliked

Apple cares greatly about their brand yet this has hurt their brand like nothing else in the past decade

ironically they respect user privacy the most and collect the least amount of data that’s why they lag behind ai i don’t understand why you would expect them to win

> I strongly believe Apple can win the consumer AI space.

Why? What strengths and structural advantages do you think thy have?

What black swan situation could arise that Apple cannot counter?

Well they better start executing soon

Apple has built the strongest ecosystem of AI-capable consumer products in the industry. I suspect they deliberately chose not to compete in the AI data center race. Entering that arena would have cannibalized sales of their own high-margin devices, while further straining their already tight supply chain for memory and M-series processors.

Apple would never willingly pay Nvidia for GPUs anyway.

Why absorb supply chain pricing pressures and volatility when you can pass those costs directly to the consumer?

Apple has over-promised and under-delivered so many times in this space, going back to the launch of the original Siri.

So while they could win, it’s pretty hard to get hyped about it before we see real-world tests.