Apple is increasingly being captured between rocks and hard places, as well as artificial intelligence.
Here’s the problem. CEO Tim Cook’s keynote speech at the 2025 WWDC could have led to breakpoints. There are people in the market for Apple products who want technology that works and have always worked there. They want gadgets that are intuitive to use, rather than getting in the way. According to multiple surveys, Consumers continue to feel distrustful of anything using AI labels. According to the non-profit IAPP, 57% of the US believe AI poses a threat To our privacy.
Then there are investors in the Apple stock market. They are always looking for technology products that seem new. Overall, high-tech investors are still drinking Aikool-Aid despite a wealth of evidence – including new papers from Apple researchers! – The ability of AI to reason and generally be useful may already be hitting a wall.
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Apparently, Apple is trying to make both of these groups happy. Results: There are keynotes that are free to sprinkle on the “Apple Intelligence” mentions, and many rebranding software services (including Siri, who got a single scream compared to multiple mentions of ChatGPT), but have not been able to raise the excitement about what Apple Intelligence can do.
Given that privacy is a huge concern for consumers, it’s cool that Apple Intelligence won’t send your queries to the company. But we already knew from Cook’s 2024 keynote speech, which introduced Apple Intelligence. Just like you were calling Android a “toxic health tuning,” without strictly doing the dangers raised by other companies that are more reckless about your data regarding AI, your privacy just flies like an F1 race car.
Above all, the Apple updates were merely a vibe. Apple Intelligence has a vibe. The “Liquid Glass” design has a refreshing atmosphere. Craig Fedeherige definitely has a vibe. However, high-tech stocks are currently running a different atmosphere. One Openai’s Sam Altman has been raising him for the past three years. There are so many F1 Dad jokes that Apple can make to compete with its fascinating vision.
Apple analysts who called the event “Yorner” Apple didn’t “money through the AI ​​front,” so they played sports for the market, so Apple’s inventory fell from the moment the keynote began.
Masculine light speed
How Apple is pleased by people
“Yes. F1, baby.”
Credits: Apple Keynote, Mashable Screenshot
I don’t think the interest of Apple consumers and Apple investors will diverge. For most of the last 20 years, they haven’t. Thanks to the huge success of the iPhone, Apple has won millions of new customers for its well-designed, highly rated premium priced products. Investors have rewarded its rampant growth by making Apple the first company with a market capitalization of over $3 trillion.
However, Apple is increasingly dealing with mature markets. Or, if you talk about a normal person, that gadget solved most of the big problems and settled on a standard version of yourself. The average user can buy an iPhone right now and can reasonably be sure its super-fast chipset and self-update software will remain in the future for about five years or so. You can lock your iPhone 11 from 2019 to 2026. The oldest phones will officially support future iOS 26.
And that should be! If Apple had gone further with such a known, unpleasant business strategy, it would not have achieved the current level of love from consumers. Planned obsolescenceor if you weren’t trying to reduce the environmental impact of your gadget. A business model that has nothing to do with the sale of user data means that the company can ring about the privacy of its sign.
But that also means that Cook has to work hard to convince the market that the incremental update is something to be excited about – and there is the risk of appearing extra in the process.
“Liquid glass” is an example. Fedherigi described it as “materials” above the Apple OSE user interface. Spoiler alert: That’s not the case. Liquid Glass is a memorable summary of Mashable’s senior editor Stan Schroeder, a design language that makes the menu a little more “See-Through-Y”. This obvious overheaping also makes Apple Marketing look a little more.
In search of a new look, liquid glass adds drop shadows to some icons – verboten When Jony Ive was there on Apple. Former Apple executive Scott Forstall was expelled in 2012 for defending this type of design. It is known as skewnessMeanwhile, the ive preferred a flat look. Apparently, Apple has expanded its recycling program to include design ideas.
Apple’s new call screening features have a positive impact on more lives than Liquid Glass. But Android is taking the lead on that front, so Cook can’t really claim credit for it. It is listed as one of the features of Apple Intelligence grab bags. Group chat polls? This is also an Apple Intelligence feature. Do you want to order tracking with your Apple wallet? Of course, call it Apple Intelligence too.
But whether you fear AI or love it, its grab bag approach doesn’t really mean Apple Intelligence will cut it. Investors who register the market capitalization of AI-leveraged companies like Microsoft and Nvidia higher than Apple are not satisfied with what appears to be a weak commitment to the upcoming AI era. And as long as he refuses to explain what the market and other companies are doing wrong with AI, Cook continues to get stuck between the rocks and difficult places.
topic
Apple Artificial Intelligence