Apple is confronting formidable competition in AI, according to former CEO John Sculley. Speaking at the Zeta Live conference, Sculley identified OpenAI as Apple’s “first real competitor” in decades, pointing out that Apple has lagged in AI innovation and consistent product updates compared to rivals like Google and Amazon. The company has faced delays in enhancing its AI-powered assistant, Siri. Sculley noted the potential for a leadership shift at Apple, suggesting that the next CEO must navigate the transition from the app era to an “agentic era,” where technology operates autonomously. This shift may lead to increased adoption of subscription-based business models, moving away from traditional product sales. Sculley also mentioned the involvement of former Apple design chief Jony Ive at OpenAI, indicating a collaboration that could innovate how AI interfaces with users. Together, these developments underscore the evolving landscape of AI competition and business strategies.
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