Rate Of Return$Apple(AAPL.US)
I have mentioned my concerns with regard to Apple a few times before, in particular, their decision to go light with the AI build out whilst others like Google etc are rapidly scaling up their AI infrastructure.
Short term, it might lessen the load on capital and reduce risk on that aspect. However, long term wise, it might be a decision that puts them on the same trajectory as Nokia.
They are leaving themselves dependent on others when they outsource their AI needs such as what they are doing with Google.
@Bridge Buzz SG
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