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The real winner in all this is once again Tim Cook, the only tech CEO to not constantly flail around dripping in flop sweat chasing the buzzword du jour.

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I know it's small potatoes but those other CEOs have added hundreds of millions of dollars in ARR to their bottom lines on AI, in particular open ai. Microsoft doesn't think you're a real product line til a billion plus ARR but still, it's not nothing.

Hundreds of millions of UNPROFITABLE ARR and only through spending many billions.

Apple has rarely been first to market with technology. However they often are first to have a cohesive user experience that integrates it in.

I think it's still pretty early to know how lasting these ARRs are. We are still early on the hype cycle here. Chat based language models have definitely found good uses, so I don't think we'll ever see them go away, but I'm just cautious about how much net revenue these will really generate (particularly when the expense of the cards needed to train/run them is so high).

It amazes me that more don't follow the example of the most successful company in the world, maybe in the history of the world (hard to make comparisons across eras).

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