The Motley Fool on $AAPL (Nov 6, 2026)
Apple does not need to win in AI to stay a great company: it owns the consumer portal, more valuable than the model providers, and as those models commoditize Apple can take whatever it wants. The only risk is losing the consumer, and there is no sign of that yet; a bad flip phone launch is a tough look, but it should all work out.
Jump to any passage
I'm not sure a lot about a lot of things, Travis, but I am sure about this. I I don't think Apple needs to invest or win quote unquote win in AI to continue to be a great company. they own the portal to the consumer which in my opinion is more valuable for a large a lot of these large language model providers.
Uh now I will say if Apple does change their mind about that this would not be the first time that Apple has been a decade plus late to the game and still managed to make up room here.
My only concern is if they start to lose the consumer and we haven't seen any reason that they start to lose the consumer but I will say it man that flip phone o what a bad launch.
Yeah, especially if you happen to be the new CEO who was the head of hardware. That's I think it will all work out, but that was that was a tough look.
maybe maybe they could use something like Perplexity if they wanted to buy something so they could be more, you know, AI agnostic. I'm a big believer these models are going to commoditize and Apple can take whatever they want.
And as Emily said, if you have the consumer, you have the portal. But maybe there's some value in not having to just pick one of them.
What this channel has said about $AAPL
The Motley Fool has 6 calls on this stock; only the adjacent ones are shown.