Everyone thinks Apple is losing the AI race.
But here’s the truth… they’re playing a completely different game.
To dominate AI, companies need four things:
Infrastructure,
Models,
Data,
and Distribution.
Apple may be weak in AI models, but they are insanely strong in distribution.
They sell 200+ million iPhones every year.
And think about how we use phones.
We ask simple things — summarise emails, find photos, send quick messages.
So Apple’s strategy is simple: use our personal data to give hyper-personalised AI, and build the best interface on devices. and let others build the giant models.
For this, Apple is simply partnering with Google.
So Apple may never build the smartest AI… but they might build the most useful AI on our phone. Subscribe for more business strategy breakdowns.
