The Apple products didn’t fall far from their rival’s tree… Looking at the iPhone 17 event, it feels more like catchup than anything. Thinner models and functionality mirroring the Oura ring were a long time coming. This isn’t a bad thing because Apple is the whole fruit cart at this point. It really just needs to continue pumping out massive amounts of cash by keeping itself as the more luxurious and consistent alternative. You do the former with good design and the latter by not screwing up functionality with big swings. That’s code for let smaller players figure out the market and you leverage your massive weight to activate that in your own ecosystem. The most interesting point to me was when it comes to AI, they seem to be leaning into a rails aspect more than doing it their own. This is might lead to a dynamic with Google search where Apple focuses on being the toll booth and let the model wars be fought by others and you don’t have to choose a side. (If you get the gif, you earn two cool points)
Apple's iPhone 17 event: A catch-up strategy with AI implications
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Apple's iPhone 17 event kicks off Tuesday, Sept. 9. The company has been under intense scrutiny to showcase some sizzle on the AI front, as some investors and analysts are worried the company is falling behind. But not so fast, says Michael Parekh. He suggests we pay attention to hints at increased storage/RAM capabilities in Apple's products, which position them to be a platform, or enabler, of AI applications. AI apps can require 10x to 100× more RAM and storage than regular apps, ranging from a few extra GBs for smaller models to hundreds of GBs for large-scale ones. TL;DR: The hardware that can handle the storage needs of AI apps will be the choice platform for developers. Via Stocktwits Daily Rip Live:
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Apple just dropped the iPhone 17 lineup, including the ultra-slim iPhone Air. While everyone’s talking about the design, I’m more intrigued by Apple’s AI strategy. Unlike other tech giants racing to launch big, bold AI announcements, Apple is playing it safe: ➡️On-device AI features focused on privacy and functionality ➡️Small, steady upgrades like live translation and smarter visual search ➡️No major Siri overhaul or aggressive AI assistant move (yet) This raises a big question: Is Apple falling behind in the AI race… or quietly positioning itself to dominate in a different way? Their strategy reminds me of how they approached the original iPhone launch — late to the party, then completely changed the game. Do you think Apple is being cautious and missing opportunities, or strategically waiting to leap ahead when the timing is right? I’d love to hear how you see Apple’s AI play affecting the future of mobile tech and business.
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𝗜𝗻𝘀𝘁𝗮𝗻𝘁 𝗔𝗜 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 - 𝗶𝗣𝗵𝗼𝗻𝗲 𝟭𝟳 𝗔𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗺𝗲𝗻𝘁 It's that time of year again. Apple has unveiled its latest iPhones and other updates and reactions are starting to come in. And while tech reviewers may be dazzled, or not, by the thinness of the new iPhone Air, the market reacts in its own way. To get an instant take, we asked our own expert - Bridget™ - our AI chat for investment intelligence. See below for Bridget's view on the market's reaction to Apple's big announcement.
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What went wrong? 🤦♂️Incremental updates, not breakthroughs: Wall Street had been looking for a disruptive upgrade cycle. Instead, the iPhone 17 lineup delivered slimmer designs and modest hardware tweaks. 🤦♂️Disappointing AI story: Apple delayed its major Siri overhaul to 2026, leaving it trailing rivals like Google and Samsung. For investors betting on AI to fuel growth, that was a major letdown. 🤦♂️“Sell-the-news” effect: Many of the new features—including the ultra-thin iPhone Air—had leaked ahead of the event, leaving little surprise. Traders bought the rumor, then sold the news. 🤦♂️Tariff and margin pressure: Apple confirmed it would absorb more than $1 billion in tariffs without raising prices. That decision, while consumer-friendly, fueled fears of squeezed profits. 🤦♂️Muted investor interest: Trading volumes were subdued on launch day, underscoring weak conviction in the growth story. https://lnkd.in/gD8WuSkr
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Apple’s “biggest leap” this year is… thinner, tougher, longer-lasting hardware. The new iPhone Air headlines the iPhone 17 lineup, while AirPods Pro 3 add heart-rate + live translation and Watch Series 11 touts hypertension notifications and sleep scoring. In short: hardware led, AI took a back seat very un-2025 compared to rivals. 3 quick beats: 1. Own your edge. Apple doubled down on tangible gains thinness, durability, battery, health. Proof you don’t need to shout “AI” to ship value. 2. Narrative discipline > AI theater. When AI isn’t ready to wow, lead with the story you can win then layer intelligence quietly. 3. Category lesson for builders: If your moat is real-time safety, don’t bury it. In our world, AI belongs up front at ingest, with explainable, policy-aware enforcement. Where I net out: I admire the restraint. But in trust & safety, restraint isn’t an option pre-visibility enforcement saves users pain. That’s why our stack is real-time, multi-modal, and audit-ready by design. #ProductMarketing #BrandStrategy #AI #Mobile #TrustAndSafety #DigitalSafety #Mediafirewall #Mediafirewallai
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📱 iPhone 17 Launch: Why the Buzz Fell Flat Apple’s latest reveal was supposed to wow the world - but instead, it left both consumers and investors underwhelmed. 🔹 Incremental updates – slimmer design, minor hardware tweaks, nothing game-changing. 🔹 AI disappointment – Siri’s big AI revamp pushed to 2026. 🔹 Leaks killed the hype – most features were known well before launch. 🔹 Investor reaction – Apple’s value dipped by over $100B within two days. The verdict? The iPhone 17 still delivers Apple’s signature polish, but buyers wanted more, and investors wanted bold innovation. 💡 In today’s market, design tweaks aren’t enough, consumers are hungry for real breakthroughs, especially in AI. Do you think Apple is starting to fall behind, or is this just a pause before the next big leap? #Apple #iPhone17 #TechNews #ConsumerTech #Innovation
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Apple’s $112B Wake-Up Call: What Went Wrong with iPhone 17 Apple’s latest iPhone 17 launch didn’t land as expected. Instead of excitement, it triggered disappointment—and a sharp drop in stock value. Over $112 billion was wiped out in just two days. Here’s a quick breakdown of what happened, and what we can learn from it. What Went Wrong 🔹 No Big Innovation: The iPhone 17 came with a slimmer design and minor hardware tweaks. But there was no breakthrough feature to wow users or investors. 🔹 AI Delayed: Apple promised smarter AI features, especially a major Siri upgrade. But those won’t arrive until 2026. Competitors like Google are already ahead. 🔹 High Price, Low Excitement: Starting prices crossed $1,099. In a tough economy, buyers expected more value for that kind of money. 🔹 Leaked Details Killed the Buzz: Most features were leaked before launch. The surprise factor was gone, and the market reacted with a “sell-the-news” dip. What We Can Learn ✅ Innovation Drives Trust: People expect more than small upgrades. Real innovation builds excitement and investor confidence. ✅ Timing Matters: Controlling leaks and building anticipation is key. A well-timed reveal can make all the difference. ✅ AI Is the New Standard: Falling behind in AI isn’t just a tech issue—it’s a business risk. ✅ Pricing Needs Justification: If you’re charging premium prices, the product must feel premium too. Otherwise, buyers walk away. Apple’s stumble is a reminder: even the biggest brands need to keep earning attention. Innovation, timing, and clear value aren’t optional—they’re survival tools. Let’s build with that in mind.
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Apple just dropped the iPhone 17 And its share price took a little dive. Shares dipped about 1.5%, wiping nearly $40 billion off its market cap right after the launch event. 📉 The new phone brings solid upgrades, but investors were clearly hoping for that jaw-dropping “wow” moment. What about AI? •The AirPods with real-time translation stole some spotlight. This feature shows Apple’s AI ambitions extending beyond devices into everyday communication - smart move, but not enough to justify the premium valuation investors expect. •Meanwhile, the big AI-powered Siri upgrade has been pushed to 2026 - while competitors are already racing ahead. So, is Apple losing its magic, or is this just a short-term market mood swing?
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While the company unveiled its new iPhone 17 lineup, including the ultra-thin iPhone Air and powerful Pro models, there was very little focus on AI features. Investors reacted quickly, sending shares down as the market had expected more concrete updates on artificial intelligence. The lack of major AI announcements has sparked debates online about whether Apple is falling behind competitors in the AI race. https://lnkd.in/dgTiCuAn
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🧠 Is giving customers more options always better? Not really. ❌ Behavioral science shows that too many choices overwhelm the brain, leading to decision paralysis. This is known as choice overload. 🤯 Customers often prefer fewer, clearer options—even if it feels counterintuitive. Smart businesses simplify choices: curated bundles, top-3 recommendations, or “best for you” guidance. Apple, for example, limits configurations, making decision-making frictionless. Less choice, more clarity = more conversions. 😉 ➡️ By the way, did you watch the new iPhone presentation yesterday? A perfect example of how to do (neuro)marketing. 🤩 🔝
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