Welcome to the party, Jim Kramer. About a year late figuring this out. Yes, I call it Apple’s “asset-lite” AI strategy. The misconceptions about this strategy started during the run up to WWDC 2024 when rumors floated around that OpenAI found its first customer in Apple. Of course, we shortly find out that that was not the case.

Check out my analysis of WWDC 2024 where I called Apple’s AI strategy over a year ago. next-curve.com/2024/07/…