(Preview) Should Apple Buy Perplexity?, What Apple Could Learn from IBM, Vision Pro and Its Vaporware

This podcast episode focuses on Apple's strategic approach to artificial intelligence (AI). The speaker analyzes Apple's decision to prioritize hardware and user interface over developing its own AI models, contrasting this with Microsoft's strategy. He suggests that Apple's strength lies in its hardware ecosystem and that acquiring a company like Perplexity, which focuses on the user interface layer of AI, might be a more suitable strategy than building their own models. The speaker concludes that Apple's current position is strong, and focusing on its hardware advantage is a viable long-term strategy. A key takeaway is that the success of AI companies may depend less on owning the underlying models and more on providing a superior user experience.