Apple's perceived failure to anticipate the importance of generative AI, particularly in the wake of ChatGPT's launch. According to the discussion, Apple was "blindsided" by the rise of this technology due to a philosophical disagreement within the company, with some key figures apparently not fully believing in large-scale AI projects. The piece suggests that this oversight could significantly impact Apple's future hardware development, as advanced AI is seen as crucial for products like smart glasses and humanoid robots. To catch up, the discussion proposes that Apple must increase its AI-related R&D budget and hires, potentially through significant acquisitions, despite a historical reluctance towards large purchases and challenges with company integration. It also notes Apple's aversion to AI chatbots and the potential for deeper integration with other companies like Google and Perplexity as part of a multi-year effort to overcome their initial delay.

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