I have commented on Apple’s position in the AI race and reacted to market and company news around it. These posts capture my opinions and reactions, while claims made by other posters remain attributed to them.
On May 5, 2025, I reacted to @WatcherGuru’s claim that Microsoft had surpassed Apple to become the largest company by market capitalization, writing, “Steve Jobs somewhere in the great beyond just facepalmed.” That was a figurative reaction, not a factual report about Steve Jobs; the market-cap claim was @WatcherGuru’s.
On May 8, 2025, I observed that even trillion-dollar companies’ stocks can be volatile in response to headlines. The post I shared from @KobeissiLetter attributed Alphabet’s losses to news that Apple was exploring AI search in its browser, and said Alphabet was down over -9% on the day with no 10-minute green candlestick in 2 hours. Those market details and the explanation were @KobeissiLetter’s, not claims I independently verified.
On August 27, 2025, @TechMemeKing wrote that an unspecified party had $65b in cash and could therefore buy an unspecified company or asset. The post did not explain who “they” were, what “one” referred to, whether the figure was current, or where it came from; this was the poster’s claim, not mine.
On February 17, 2026, I said people had criticized Apple as “left behind” in the AI race, but that its strategy looked more brilliant to me as time went on. I described Apple as having “so much freedom” to observe, do nothing, keep stacking cash, and double down on what was working. I did not specify which businesses or actions I meant by “what’s working,” or explain further what Apple’s freedom enables. This is my opinion about Apple’s strategic posture, not an operational plan or an evidence-backed assessment. It relates to the wider competition in the ai wars heat up.
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