Send us a text

Microsoft has overcome Apple in market value thanks to its steady hand and near checkmate move of investing massively in OpenAI, while Apple continues to hesitate on what it should do next in terms of AI.

Critique Apple's current strategic positioning in the technology landscape, particularly its perceived hesitation and shortcomings in embracing artificial intelligence (AI). While Apple has enjoyed immense success with its hardware-centric, closed ecosystem, this approach is now proving to be a vulnerability in the rapidly evolving AI era. In contrast, the sources highlight Microsoft's calculated, decade-long "grandmaster chess match" strategy under Satya Nadella, which involved significant investments in cloud computing (Azure) and AI (OpenAI partnership, Copilot), along with a shift towards openness and strategic acquisitions. This proactive and diversified approach has positioned Microsoft to dominate the next wave of computing, with the sources suggesting that Apple is currently losing the "war for talent" and risks falling further behind if it doesn't make bold, transformative moves in AI.