Apple cannot innovate. Some of us have been saying it for many years now. Much like Elon Musk, they have a knack for bringing to market. Not actual nuts and bolts. They buy those in and quietly integrate them. If you check out previous posts here you might want to change my label from “Apple hater” to “correct predictions“. I wrote about how their monopoly is hurting everyone, how they wouldn’t buy their way into AI and how they are too lazy and set in their ways to change even though they need to. I wrote that Apple was never about technology and this is still true. It is too big to fail and too closely linked to the US economy for it to go the way of Nokia. But make no mistake, that is the way it’s heading.
Apple has to buy in AI technology immediately. Anthropic, 11 Labs, Manus or any company making waves right now. Maybe focus on a UI for agentic interactions. Something. Anything. It isn’t only the technology that has leapfrogged ahead while Apple twiddled it’s thumbs over it’s iPhone cash cow. Most importantly Apple has no AI staffers other than the failed Apple Car team maybe.
No two ways about it, Tim Cook is 100% to blame. Slow and careful steady management was great post Steve Jobs. Only 1-2 years later he should have read the room. Artificial intelligence isn’t just the future—it’s the present. From generative models powering creative tools to machine learning optimizing everything from supply chains to personal assistants. And it probably won’t live on a little iPhone like brick either.
Take Siri, for example. Once a fairly adequate voice assistant, it’s now the punchline of jokes about outdated tech. Truth be told it was never the best. A gimmick from the start while Google blazed ahead with constant innovation evolving robust, context-aware helpers. Siri still struggles with basic commands. Where’s the leap forward? Apple’s been touting “on-device AI” as part of its privacy-first pitch, but that alone isn’t cutting it. On-device processing is great for security, but it limits the computational power needed for cutting-edge models—models that rivals are running in the cloud with staggering results.
Then there’s the generative AI boom. ChatGPT, Midjourney, and other tools have transformed how we work and create. Microsoft’s Copilot is boosting productivity in Office, while Google’s Gemini is rewriting search. Apple? It’s nowhere to be seen. Rumors of an “Apple GPT” or AI-powered iOS features have swirled for years, but as of March 2025, we’ve got little more than incremental updates to photo editing and text prediction. That’s not innovation—that’s playing catch-up with training wheels on. Apple should just give up on Siri and slap on Chat GPT. But can it? It has been so busy trying to tie everyone up to its hardware ecosystem it has forgotten how the tech world works: by connecting. Fast.
The problem isn’t just execution; it’s vision. Apple seems allergic to the kind of bold, ecosystem-wide AI integration its competitors are embracing. Instead of reimagining how AI could redefine the iPhone, Mac, or even the Vision Pro, Apple’s sticking to its old playbook: polish the hardware, tweak the software, and call it a day. In an AI-driven world, that’s a recipe for irrelevance. Heck, it was falling apart even before Chat GPT decided to blow the world up with a completely premature release of AI into the wild. And that is exactly the issue with Tim Cook style Apple. Waiting to “make it safe” sounded cool but it’s more and more obviously a really bad excuse.
Organizational Conflict: The Enemy Within
If Apple’s AI lag were just a matter of tech, it might be fixable. But the real rot is structural. Apple’s famously secretive, top-down culture—once its strength—is now its Achilles’ heel. The company’s built like a fortress, with siloed teams, rigid hierarchies, and a relentless focus on protecting its brand. That may have worked when Steve Jobs was steering the ship, but in 2025, it’s a liability.
AI development thrives on collaboration, experimentation, and speed. You need cross-functional teams—engineers, data scientists, designers—working in lockstep, iterating fast, and learning from failure. Apple’s structure, by contrast, is a labyrinth of control. Reports from inside suggest that AI projects get bogged down in endless approvals, turf wars, and a paranoia about leaks. While Google’s DeepMind churns out breakthroughs and xAI pushes the boundaries of human understanding, Apple’s AI team is reportedly stuck debating whether a feature fits the “Apple aesthetic.”
Then there’s the clash between hardware and software priorities. Apple’s DNA is in premium devices—iPhones, Macs, Watches—that drive its revenue. AI, though, is a software-first game, often requiring cloud infrastructure and open ecosystems to scale. Apple’s obsession with controlling the full stack—hardware, software, and services—means it’s reluctant to lean into the cloud or partner with others. That’s a structural conflict: the old guard wants to sell $1,000 phones, while the AI era demands a rethink of what “value” even means and maybe microcharge at different parts of the process. There is a reason your bank doesn’t use Apple servers. The company has self castrated itself before.
Look at the Vision Pro, Apple’s big bet on mixed reality. It’s a technical marvel, but where’s the AI to make it indispensable? It feels like a shiny toy—impressive, but disconnected from the AI revolution that could give it purpose. That’s what happens when hardware fetishism trumps software ambition. Contrast it with Meta’s incredibly succesful Ray Ban AR glasses. Steve Jobs would have copied them last year for sure.
The Competition Isn’t Waiting
Apple’s not just falling behind—it’s being lapped. Google’s AI-first approach has turned its ecosystem into a powerhouse of utility. Microsoft’s partnership with OpenAI has made it a leader in enterprise and consumer AI. Even Tesla’s pushing AI into physical products with autonomous driving and robotics. These companies aren’t perfect, but they’re moving fast, taking risks, and reaping rewards.
Apple, meanwhile, seems content to rest on its laurels. Its $3 trillion valuation is a testament to past success, not future potential. The iPhone still prints money, but growth is slowing—analysts note declining market share in key regions like China. Without a compelling AI story, Apple risks becoming the Nokia of the 2020s: a once-dominant player blindsided by a paradigm shift.
Can Apple Turn It Around?
Hiring top AI minds (probably through acquisitions), loosening its grip on control, and embracing a bolder vision could get it back in the game. Imagine an iOS powered by a world-class AI assistant, or a Mac that anticipates your workflow with generative tools. But that requires a cultural overhaul, and Tim Cook’s steady-hand leadership hasn’t shown the stomach for it. Incrementalism won’t cut it when the ground is shifting this fast.
Apple isn’t dead yet, but it’s on a troubling trajectory. Its lack of a coherent AI strategy leaves it exposed in a world where intelligence, not just design, defines tech’s cutting edge. Worse still, its organizational conflicts—born of a bygone era—make it too slow and rigid to adapt. It can’t disappear because it is built into the American economy. But it is looking dumber and dumber by the day. I called it years ago and I will be here to gloat again in the future. No AI needed to guess that!