I'm a notorious Apple hater, so I can't say I'll shed a tear if Apple does take a sizeable hit. But then again, I'm also a big sceptic of the AI hype wave currently gripping the world. My bet is that it's the latter, not Apple, that has 24 to 36 months left to live.
I'm also a big Apple hater for their closed approach to everything and the broad impact that has had on the market (now everything is moving that way), and would not be sad at all if they took a big hit (it was a slow evolution over many years, but that's where I am now), but I agree I think Apple is actually fine. They have a ton of options (ranging from acquisition or integration with existing providers) and all the money they could possibly need to get any or all of those done. The majority of normal people are just using AI for chatgpt-style stuff anyway, and that stuff all works perfectly fine on the iPhone.
Maybe once Gemini is fully empowered to drive Android as a digital assistant Apple might need a good answer, but I think we're still a ways off from that point.
