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Technology Stocks : Apple Tankwatch
AAPL 211.07-0.6%Jul 11 9:30 AM EDT

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From: Jon Koplik2/16/2025 1:01:46 AM
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2/2/25 Bloomberg -- Apple’s AI and AR Struggles Show It Has Lost Some of Its Product Edge .......

bloomberg.com

or :

archive.is

a few excerpts :

<<<<< Apple’s struggles in emerging areas like artificial intelligence and augmented reality show the company has lost some of its product development edge. >>>>>

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<<<<< When you look out at some of the hottest emerging areas in the tech industry -- artificial intelligence, augmented reality and autonomous systems -- it’s hard to say that Apple Inc. is leading the way.

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<<<<< Despite the company’s best efforts to turn Apple Intelligence into a must-have AI offering, the platform is years behind what you can get from Samsung Electronics Co., Alphabet Inc.’s Google and Chinese phone providers. The underlying technology and AI models also are nowhere close to the efforts of OpenAI, Google DeepMind and Baidu Inc. >>>>>

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<<<<< Another buzzy area at the moment -- augmented reality -- has been a struggle for Apple as well. Though the Vision Pro is a phenomenal feat of engineering, it’s increasingly clear that the headset isn’t a winning formula. Consumers would prefer a lightweight set of glasses, and Apple has nothing yet to offer in this space.

The company has explored making smart glasses that would rival the digital Ray-Bans offered by Meta Platforms Inc., but nothing is imminent. And the company just canceled plans for a pair of AR glasses that would pair with a Mac. The ultimate goal of making standalone spectacles with augmented reality is probably at least three to five years away. >>>>>

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<<<<< It’s harder to take major risks when you’re such a large, established company. But that position of strength also makes it puzzling that Apple hasn’t been able to break into new areas. Its AI and machine learning division, or AIML, is mocked as “AIMLess” by employees. The group has missed several deadlines, and its large language models -- a building block of generative AI -- are less powerful than those of rivals.

Apple’s Genmoji (AI-generated emoji) are fun and make for a great billboard, but competitors have AI features that can create video from scratch. Apple’s Siri digital assistant continues to misunderstand consumers and give perplexing responses. And the company’s news summarization has produced embarrassingly inaccurate results >>>>>

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Jon.

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