Apple vs. the AI Hype Cycle - Eric Lambkept by eddie • jan 22Apple's durable hardware ecosystem makes it resilient to an AI market correction, unlike peers priced on AI optimism.AboutAlphabet · Apple · Meta · Nvidia · OpenAIFiled#ai#business-strategy#competition#consumer-technology#hardwareRelated15 Stocks That Made Investors the Most Money Over the Past 10 YearsOver the past 10 years, 15 stocks created $27 trillion in shareholder wealth, led by tech companies with wide economic moats and strong growth.also on Alphabet, Meta, Nvidia, Apple, #business-strategyDSHR's Blog: Mind The GAAP AgainHyperscalers and pure-play AI companies face a severe accounting mismatch between straight-line depreciation of GPUs and their rapidly declining value, potentially hiding hundreds of billions in future charges.also on Alphabet, Meta, Nvidia, OpenAI, #business-strategy, #aiThings I Think I Think... The New Internet EraDrawing on dot-com history, predicts AI-focused companies like OpenAI and Anthropic will collapse while incumbents like Apple, Microsoft, and Meta survive by treating AI as a means, not an end.also on Meta, Nvidia, #competition, Apple, OpenAI, #business-strategy, #aiNvidia Has a Plan to Put Its Chips in Personal ComputersNvidia aims to bring AI agents to PCs, competing with Intel and Apple by putting its chips in laptops and desktops.also on Nvidia, #competition, Apple, #hardware, #consumer-technology, #aiApple is fighting for TSMC capacity as Nvidia takes center stageApple is losing its position as TSMC's largest client to Nvidia, facing capacity competition and price hikes as AI demand drives Nvidia's chip production.also on Nvidia, #competition, Apple, #hardware, #business-strategy, #ai
Apple vs. the AI Hype Cycle - Eric Lamb