Horace Dediu on Apple Sitting Out the AI Spending Race
https://daringfireball.net/linked/2026/03/15/dediu-apple-ai-spending
Horace Dediu on Apple Sitting Out the AI Spending Race

Link to: https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/

Daring Fireball
@daringfireball Something worth noting for clarification: early reporting rumored $1 Billion a year, FT said "several billion dollars to Google over time" which means it could be more than what you stated. We really do not know anything other than it seems like Apple is probably coming out ahead based on reports.