Analysts [BofA etc] are gushing over Apple's AI strategy and peddling it as their top pick for AI play.
My question is that will AI will help Apple sell more smartphones?
No doubt Apple produces quality product but competition [Samsung and Chinese pretenders] has creeped up in recent quarter.
AI may improve the quality of images, videos, and may act as an assistant [Siri's big sister] but will this convince consumers already reeling with high interest costs to once again max out their credit cards in pursuit of new shiny toy?
We are yet to see a consumer product [not services] that actually has shown better sales or higher margin due to AI.
Apple has partnered with Google to roll out AI. But Google itself is struggling to produce an acceptable commercial product [not that it can not be achieved but may take sometime].
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