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Apple Misses the AI Mark: A New Challenge Awaits

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Apple lost the AI race — now the real challenge starts

Apple faced challenges in its AI rollout with Apple Intelligence, particularly impacting the introduction of a smarter Siri. Despite these setbacks, the company successfully maintained its iPhone sales, leading to robust demand for the new iPhone 17, as noted in IDC’s Q3 2025 report. Apple’s market leadership remains strong, showcasing a 10% growth in market share. While the focus on AI lessened in marketing efforts for the iPhone 17, Apple is now strategizing collaborations with external partners, like Google’s Gemini models, to enhance Siri’s capabilities. Tim Cook’s philosophy on owning core technologies is questioned, as Apple relies on third-party models for AI. The challenge remains for Apple to transform its AI initiatives into desirable products, specifically a Siri that meets consumer expectations. The future success hinges on creating an appealing AI experience while racing against competitors like Google and others in the rapidly evolving tech landscape.

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