Apple is having a “BlackBerry moment” when it comes to artificial intelligence says Dan Ives, Wedbush Securities global head of tech research.
Ives says Cook is sitting on a park bench drinking lemonade, watching the competition pass him by.
Watch Ives on “Bloomberg Surveillance” below:
MacDailyNews Take: It’s too early in the game. Apple still has time to catch up, and even leap over rivals, especially when it comes to AI-powered Siri.
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Ives is a full on retard. Nothing in AI is currently interesting. Let’s see, racist idiot Gemini. Constant wrong hallucination bs scraped from Reddit idiots. Copilot? Please. 🙄 Nothing is useful for average people…yet.
This same moron “analysis” was made about the mp3 market and how Apple was late. And iPod owned that market. Same about Microsoft tablet pc. Then iPad owned that market.
Right now ai is a cool tech waiting to have its “iPhone moment” just like smart phones before the iPhone. It was interesting but no one got the iPhone recipe right until Apple came in very late to the game. Phone execs said “you think they are just going to waltz in here and take over the industry” and yet that’s exactly what happened.
Ai is promising tech but it’s yet to have its iPhone moment of usefulness for Joe average. Apple has a way better chance of finding that than everyone else.
In the mean time meta threw a hand grenade and commoditized the llm by open sourcing it. So the useful layers on top have yet to be made.
Ai is waiting for its iPhone moment, and these dumb analysts that have gotten it 100% wrong on Apple for decades continue their unbroken idiocy.
Apple is having a Joe Biden moment, but not missing AI, rather its rudderless vision less leadership at the very top.
Apple EV Car Project Titan The biggest waste of time and money with nothing to show for it.
Air Power Charging Mat
AppleTV (can anyone point me to what Steve Jobs meant when he said he cracked it regarding TV?) Surely not another streaming service pushed through a small set top box added to the plethora of other streaming services already available at the time.
Vision Pro – too heavy, too expensive.
Soon to be followed by Apple Glasses (Didn’t Google try that already?
All that Apple has to do is put a 11:00 am lid on it for the day and purchase an auto-pen machine.
Wrong Analogy Regarding Blackberry… you nailed it.
Apple has never been the first but when it was ready to launch 🚀 the rockets 🚀 it was fantastic!. 👍
Apple is CLOSE to falling out of the AI race, but not yet lost. However, with Alexa in the home far out-stripping, and out-selling, Siri devices and people getting used to other AIs, they cannot be comfortable, and shouldn’t be. Things in tech can go south like going bankrupt, slowly, then all at once. Just as Lotus 1,2,3 or dBase.
BTW, what Steve meant by “cracking” TV turned out to mean turning channels into apps. Instead of clicking a dial to get to CBS or ESPN, you just clicked on an app. We take it for granted now, but it was a very insightful and groundbreaking idea at the time.
Siri far outsells Alexa. Every iPhone, Watch, iPad and Mac can use Siri. Well over a billion users.
That’s AAPL’s–possible– saving grace. The World-wide iOS install base–network–is staggering. To hinge embrace of the AI-network on Siri, though, is scoff-worthy. Her new date of revised/improvement is Spring ’26. It better be a release of serious functionality, or some serious movement of players on the chess board is a must.
Tim to AL for some good tea-drinking on the porch, is one.
iOS devices can also use Alexa and Google Assistant (now Gemini). You may need to consider some of those Apple devices counted also for other voice assistants while the reverse is not true. Anyone hear of Siri on any non-Apple devices?
The proliferation of apps sucks, imo. Info harvesters and parasites–say nothing of a conglomeration to store…when a browser can do the same most of the time.
Tim Cook recently talked about upcoming products Tim Cook hints Apple’s product roadmap is its most exciting ever https://9to5mac.com/2025/08/04/tim-cook-hints-apples-product-roadmap-is-its-most-exciting-ever/
same old same old complete lack of innovation. He does not support or understand innovation where is the money spent on R and D billions spent on Car Play cause that’s all you got out of the car.
More phones
glasses
now budget computers
and were inundated by TV shows and films. Ive been complaining for months that. he’s skipped innovative products and can’t explain where the billions have been spent
on R & D.
While he has a further honey moon of a rising stock price and leveraging existing product ranges can he not get it he needs to step aside to allow innovation which he appears to have thwarted and strangled for years getting rid of those who pushed innovation too hard.
Are the shareholders just going to stand by while he flogs the existing kit to death while the company dies slowly. https://www.unilad.com/technology/blackberry-phone-success-downfall-016164-20241216. How BlackBerry went from an $85,000,000,000 company to almost bankrupt after making ‘smug’ mistake
Yes, like Blackberry, Apple missed a big sea change.
Unlike Blackberry, Apple…
1. Is not a one-trick pony
2. Has more money in the bank than most sovereign nations… combined.
3. Knows how to produce a huge variety of highly desirable hardware and software.
But yes, Tim Cook needs to bring in a younger, visionary to become the heir apparent, and breath some fresh air into the leadership. I can almost guarantee there is a young, overlooked engineer already in the company, overlooked and under-appreciated, similar to Jony Ive.
Clever headline but not very accurate whatsoever, here’s why:
– BlackBerry (BB), could do email on a phone. It was huge. And supposedly web browsing (horrific, broken, not really at all). Apple came in and did it all 1000% better via full touch screen. BB refused to move away from their model for years and that was that.
– Apple’s iPhone is a device that can use any AI the user wants, with or without Apple getting into the game on time. If native AI from Apple were this mission critical, Apple’s iPhone sales would have careened off a cliff starting a year ago. No such thing has happened.
The analogy would be more akin to: “This is Apple’s Maps moment” as people on iPhones used Google’s Maps en mass until Apple piece by piece, brought a solution together that worked.
I think the value of companies are being based too much on their share prices, and that’s not a good thing. It’s true that Apple doesn’t have the A.I. infrastructure that most large tech companies have, but I suppose Apple doesn’t want to have A.I. data centers all over the planet. Those A.I. data centers are not going to be good for the ecology and will likely increase the advance of climate change. Those data centers use up too much water and energy. Apple is supposed to be a green company, and having multiple A.I. data centers is certainly not being green. I’m a long-term Apple shareholder, and my portfolio has dropped quite a bit because Apple isn’t going crazy over A.I. spending. That’s OK. I believe Apple will have a decent A.I. strategy with on-device A.I. I’m more concerned about the ecology than having a few more dollars in my portfolio. Apple should take its time with A.I. tech.
Personally, I would rather have humans employed rather than having A.I. doing those jobs.
Interesting take. Apple may seem late to the AI race, but history shows they often win by being a ‘fast follower’ rather than the first mover. Let’s see if that strategy works again.