Bloomberg Surveillance · Thursday, July 30, 2026
Apple's decision to be cautious and wait for the outcome of the AI build-out before committing significant capital expenditure is being lauded. While this approach appeared questionable a year ago, it is now seen as 'genius' as other tech giants are heavily investing with uncertain outcomes. Apple's strategy allows them to leverage any successful AI model for their products.
“Well, Apple has decided to not participate in the AI build out, to be cautious, careful, and wait for the outcome before it commits to anything. In a year ago, that looked like a terrible idea, and right now it looks genius because everybody's fighting it out, spending so much on capax.”
“Right we don't know who's going to win. Whose model open closed, anthropic, open eye, Google and the Apple's above the thread, whatever wins they'll use in their phones.”