[chrsw]

I agree with 1. For 2, have they ever been a company big into research? They're very consumer focused and it can take time to integrate new tech into consumer products at scale. Especially the way Apple likes to do it: polished and seamlessly integrated into the rest of their ecosystem.

[fauigerzigerk]

I would say not doing AI research (or buying another big company that does) is tantamount to dropping the ball on AI, if it turns out that AI is a capability they should have had and must have to succeed.

You could argue that publishing research is not the same thing as doing it. But they don't seem to have done much of it until fairly recently.

I agree that Apple does less research than other big tech companies. But they do it where they think it matters. Their M-series CPUs are more than just integration and polishing. And they have been doing some research in health AI as well, I think.