AsymcoMar 10
The most brilliant move in corporate history? https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/
The most brilliant move in corporate history?

In a bold departure from its Big Tech peers, Apple sidestepped the $650 billion AI infrastructure spending frenzy, a move likened to opting out of purchasing the US Navy annually. While Amazon, Goo…

Asymco
Show threadDieter KomenderaMar 10
@asymco TBH I don‘t see a brillant move here by Apple. They missed out because of their own incompetency and got lucky how it turned out.
Show threadAsymcoMar 17
@kommen Incompetency and luck can only get you so many trillions of dollars and billions of satisfied users before it catches up with you. Five decades is not that long.
Show threadDieter KomenderaMar 17
@asymco I was referring to AI based services specifically: Siri, departure of Giannandrea, etc
Show threadAsymco
@kommen A lot of fumbling to be sure. But competing against luck is an important skill to have.
Mar 17 at 6:30amIvory for iOS