There is one place where Apple has been rewarded for being behind on AI
Apple intelligence has been a laggard although this is actually applauded in one location.
It's become a trendy position to take: Samsung, have added AI capabilities that are useful and easy to find. When they work, that is. While the Magic Cue AI feature is supposed to deliver information to Pixel users proactively, this has not yet worked as perfectly as Pixel users might have hoped. Still when it does run smoothly, being given information from your messages, calendar, and emails without asking for it tops the capability of the iPhone to make that email you've written sound as though it was composed by Shakespeare.
Still, there is one place where Apple's position in AI isn't considered a negative and is, in fact, a positive. Surprisingly, that is the stock market. This month, the market experienced a sell-off of some tech stocks, especially those heavily involved in AI. Nvidia has dropped 8.08% this month to date, Google parent Alphabet is off 2.58%, Microsoft is down 1.47%, and Amazon is 3.90% in the red this month. Apple, on the other hand, is ahead .75% during November.
Apple's shares outperformed those of its peers during November. | Image credit-Sherwood
One reason for these results is that Apple is spending much less than the other companies. For example, Microsoft, Amazon, Google, and Meta combined to spend $100 billion on property and equipment during the last quarter. Apple, by comparison, spent only $3 billion during the same quarter. Remember when AI dominated Apple's 2024 iPhone event for the iOS 26.4, which is when Apple is expected to introduce its AI-powered version of Siri. That update would allow Siri to access your email, messages, and calendar in order to supply tiy with answers to your personal queries. While this sounds very similar to Pixel's Magic Cue, the latter is supposed to deliver this information without being asked to do so. Siri needs to receive a query to respond.
In a year from now, things could be very different; tech moves fast as we all know. Siri could be greatly improved and an AI powerhouse. Apple might develop helpful AI features similar to the Pixel's Camera Coach which uses AI to direct a Pixel user how to take a better photograph. But the one thing that Apple has to learn is that phone owners want AI to deliver capabilities that are useful and help them get through the day.
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