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  "note": "It has been odd that the most valuable tech company in the world really hasn't picked up on the Generative AI tidal wave. Also, Apple is not seen as a leader in this area.\n\n> The anxiety inside Apple is that many people inside do not believe Apple’s own AI/ML team can deliver, but that the company — if only for privacy reasons — will only use what comes from its own AI/ML team.\n\nIf I were to just make a complete guess I think they are very focused on the Vision Pro. There are a lot of places that Apple has to stay well in the lead on. Apple Silicon, Camera technology, iOS and macOS, and now Spatial Computing.\n\nIs there a limit to the surface area you can be \"the best\" in? Well, there has to be. Having huge amounts of capital help. But ultimately organizational focus gets stretched. ",
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