Yeah, I see a lot of criticism of Apple for not going all-in on AI but I think when the bubble bursts their strategy will look very smart. They’ll also be in a position to buy assets at fire sale prices as the dust settles.
It felt like Apple almost accidentally burst the bubble a few months (or was it a year?) ago when Apple stated their intent to just lease or license one of the leading models. I am not an economist but it definitely looks like they are following the same strategy as Berkshire Hathaway with Apple’s board planning to buy on the “dip” everyone outside is seeing as inevitable.
Strategically it would make sense for Apple if they not only extracted steep concessions also gouged out more control over Samsung and Apple’s fabs.
Yeah, I see a lot of criticism of Apple for not going all-in on AI but I think when the bubble bursts their strategy will look very smart. They’ll also be in a position to buy assets at fire sale prices as the dust settles.
It felt like Apple almost accidentally burst the bubble a few months (or was it a year?) ago when Apple stated their intent to just lease or license one of the leading models. I am not an economist but it definitely looks like they are following the same strategy as Berkshire Hathaway with Apple’s board planning to buy on the “dip” everyone outside is seeing as inevitable.
Strategically it would make sense for Apple if they not only extracted steep concessions also gouged out more control over Samsung and Apple’s fabs.