Sure the AI input/output itself doesn't have a ton of value. Tell that to Microsoft and Google, who seem to be obsessed with chat interfaces while lacking any c

Sure the AI input/output itself doesn't have a ton of value. Tell that to Microsoft and Google, who seem to be obsessed with chat interfaces while lacking any creativity as to where else the technology can be deployed. Apple's key strength is Integration. If their AI play is different and better, this is why it will be so. When Samsung puts AI in their phones, its a sparkles-and-magic button in an action bar that pops up a list of actions that might as well be chat prompts. Microsoft releases 365 Copilot and its a chat sidebar to the normal Office apps. There's real opportunity to integrate AI more deeply into the OS and the actions users take when using the OS. I don't know what form that takes; that's Apple's job to figure out. I think WWDC this year is when we'll be presented their vision (ha) on how it fits together. I think: If it looks a lot like the Galaxy AI event, then your take is right and I immediately become bearish on AI and honestly bearish on Apple's future among the ultra-high-value companies of the US. But, I'm leaning toward feeling that they're going to surprise us, and I'd put money on the outcome that WWDC represents an "iPhone Moment" for AI, leaving a lot of organizations scrambling to understand how their product fits into Apple's world and not the other way around. But, we'll see.