Bros, $NVIDIA(NVDA.US) surged again today, while $Tesla(TSLA.US) stabilized. After watching the earnings report last night, all in all, $Apple Inc.(AAPL.US)'s performance was really excellent. However, some bros said they get trapped every time they enter, like they're bagholding. What price did everyone get in at? Will it go strong tonight or continue with short positions? Let's spill the tea and watch the show for now.
" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39428061.md" description: "🔥🎯 Apple can't even fix Siri, but they make more money from AI than companies that invest 30 times more. They generated $900 million in revenue from AI applications last year. It's expected to break the $1 billion mark by 2026. Not by building AI models or spending hundreds of billions on data centers... but simply by charging everyone else a 30% 'tax' for the privilege of reaching iPhone users. OpenAI, Google, Anthropic, xAI. All the major AI companies on Earth..." datetime: "2026-03-22T08:27:45.000Z" locales: - [en](https://longbridge.com/en/topics/39428061.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39428061.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39428061.md) author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)" --- #Bros, $NVIDIA(NVDA.US) surged again today, while $Tesla(TSLA.US) stabilized. After watching the earnings report last night, all in all, $Apple Inc.(AAPL.US)'s performance was really excellent. However, some bros said they get trapped every time they enter, like they're bagholding. What price did everyone get in at? Will it go strong tonight or continue with short positions? Let's spill the tea and watch the show for now.
🔥🎯 Apple can't even fix Siri, but they make more money from AI than companies that invest 30 times more than them. They generated $900 million in revenue from AI applications last year. It's projected to surpass the $1 billion mark by 2026. Not by building AI models or spending hundreds of billions on data centers... But simply by charging everyone else a 30% tax for the privilege of reaching iPhone users. OpenAI, Google, Anthropic, xAI. Every major AI company on Earth pays Apple a cut every time someone subscribes to ChatGPT, Gemini, Claude, or Grok through the App Store. 75% of that $900 million revenue comes from ChatGPT. Meanwhile, here's what Apple's competitors spent on AI last year: Amazon: Over $100 billion Microsoft: $80 billion Google: $75 billion Meta: $65 billion Total: Nearly $400 billion. Apple's investment in AI? $12.7 billion. A drop in the bucket. Apple still made $1 billion in revenue from AI while spending 30 times less than its competitors. Morgan Stanley predicts Amazon's free cash flow will turn negative this year, potentially shrinking by $28 billion. Barclays says Meta's free cash flow could fall by 90%. These companies are burning cash to build the future of AI. Apple just sits there collecting rent. Think about how absurd this is: Sam Altman raised $110 billion for OpenAI. He spent years and billions building ChatGPT. ChatGPT has 900 million weekly users. He created the most popular AI product in history. Apple takes 30% of every subscription made through an iPhone. Altman does the making, Apple takes a cut. Google invested $75 billion in AI infrastructure, yet still pays Apple $20 billion a year to be the default search engine on iPhone. Now, Apple gets an extra cut from Google's Gemini app subscriptions. Google pays Apple coming and going. The strategy is so simple it's almost absurd. Every other tech company is in an arms race. Burning cash, building data centers, training frontier models, fighting over who has the best AI. Apple's strategy: Let them fight. Whoever wins needs the iPhone to reach consumers. And whoever reaches consumers through the iPhone pays us 30%. Apple is the toll road for AI. And the brutal part: Siri still sucks. Apple's own AI assistant is years behind ChatGPT and Claude. They're actually partnering with Google's Gemini to replace the intelligence behind Siri because they can't build it themselves. Apple lost the AI technology race. But it doesn't matter. Because they won the distribution race decades ago. There are 2.4 billion active iOS devices worldwide. The App Store handles all major AI subscriptions. And Apple takes a cut. Wedbush analyst Dan Ives estimates Apple's AI layer alone could be worth $1.5 trillion in the coming years. Just as a middleman, it could add $75 to $100 per share to Apple's stock. No data centers. No training runs. No frontier models. No billions in compute costs. Just 2.4 billion devices and a 30% tax on anyone who wants to reach them. It's the most underrated business model in the entire AI industry. Everyone's arguing over who built the best AI. Apple has decided it doesn't matter. Because whoever wins, ends up paying them. Do you think Apple is right to sit out the AI race? ### Related Stocks - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md) - [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md) - [APLY.US](https://longbridge.com/en/quote/APLY.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) - [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md) - [09366.HK](https://longbridge.com/en/quote/09366.HK.md) - [07766.HK](https://longbridge.com/en/quote/07766.HK.md) - [07366.HK](https://longbridge.com/en/quote/07366.HK.md) - [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md)