What Apple Knows About AI That Silicon Valley Won't Admit

The Algorithmic Bridge · 1 month ago

The author argues that Apple is the most powerful tech company because it genuinely does not believe AI will be transformative, while competitors like Microsoft, Google, and Meta spend hundreds of billions on AI infrastructure despite their skepticism. In 2026, Amazon, Google, Meta, and Microsoft committed to $670 billion in combined AI capital expenditure while Apple spent $12.7 billion and appointed a hardware engineer rather than an AI specialist as CEO. Apple's decision to open Siri to third-party AI models reflects a belief that AI is a commodity rather than revolutionary technology, whereas competitors hedge their actual disbelief by performing ostentatious investments to satisfy investors.