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AI hype vs real value? Apple knows the difference.

On Monday, DeepSeek shook the AI world, and Wall Street reacted fast:

Why? DeepSeek’s breakthrough suggests AI could soon run efficiently on-device, reducing dependence on high-powered cloud computing. Apple Intelligence is just getting started and will only keep improving.

While everyone was busy debating the future, Apple dropped another stellar earnings report:

Services: $26.3B revenue (+14% YoY), 75% margin
Mac: $9B revenue (+16% YoY), 94% customer satisfaction
iPad: $8.1B revenue (+15% YoY), over 50% new customers, 96% satisfaction
2.35B+ active devices
Apple TV+: 2,500 nominations, 538 wins, quietly dominating prestige content

IMHO AI isn’t t just about chasing bigger models, but about delivering real user value. Apple isn’t playing to win headlines. They’re playing to win the long game.

Are investors underestimating Apple AI strategy, or is the market already pricing it in?

2 Commenti

opportunity_specialist_409@opportunity_specialist_409

Deepseek AI is shows the path of existing AI policy where the software model is heavily biased towards their political agenda. Western AI models are becoming increasingly neurotic, guide-rails programmed in to prevent the models reflecting the inherent biases of the language model they feed upon, mean these AI systems will become less intelligent and more newspeak, ie more politicised

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PInvestor_El_Joker@PInvestor_El_Joker

@opportunity_specialist_409 Bias is a challenge in all AI models, you’re right, but the real breakthrough here is on-device efficiency. If AI can run locally without relying on massive cloud infrastructure, that’s a game-changer for privacy, performance, and cost. Apple is positioning itself well for that shift—curious to see how the market reacts long term.

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