Apple is lagging behind in the AI race, and the only way to catch up is by buying a stunning AI’s startup, according to top analyst.
Dan IHS of Vedbush’s securities said it was clear that Apple is incapable of producing its own AI in the house, despite the company Culture that is trying to build superior products internally. In recent days, some of Apple’s top talent has been hunting for the more aggressive talent recruiter for AI Meta, Bloomberg reported.
Meanwhile, competitors are increasingly opening the company.
“Apple is at the bench highway, watching this 4th race in the industrial revolution at 100 miles per hour,” IVS wrote on a note on Wednesday.
Apple didn’t answer immediately WealthCommentary request.
IVS hoped for Apple’s prospects in January, despite writing that the company was facing A. “Fork on the Road” year of technology. At the time, he highlighted Apple’s most clear advantage in the AI arms race: its existing base of 1.5 billion iPhone and 2.3 billion iOS devices used by people around the world.
In his note on Wednesday, IVS hit a more intense tone, adding that Apple still retained the advantage of its widespread devices and could eventually win the AI race, but that its “window is narrowing”. Apple’s latest WWDC, its annual show on a new technique, was also “Snuzer”, IVS wrote and barely mentioned AI.
“Apple is too much behind and there is no technology for AI to compete. The clock has hit 12, they have to gain confusion or risk lagging,” IVS told Wealth In E -s.
Even if Apple has to pay twice as much as what is worth it at the moment, you need to gain confusion, he wrote. San Francisco -based startups allegedly worth $ 14 billionMake steps between AI enthusiasts to quote links to articles and other information when his AI responds to questions. Amazement on Tuesday also started CometAI-based web browser for selected subscribers, in the latest efforts to compete with tech giants Google And Microsoft.
However, Tomasz Tunguz, founder of theory Ventere, who invests in AI startups in the early stages of companies, said the acquisition of confusion would come with a myriad of privacy for Apple. The company is accustomed to securing end -to -end encryption for products such as iMessage and FaceTime, and will need to find a solution to how confusion, local or secure cloud architecture could take place.
“Woulde need to have a lot of confidence that they could build end -to -end architecture that had that privacy component,” Tungus told Wealth.
Kevin Novak, founder and administrative partner of the Early Investment Investment Company AI, Rakhaus Ventere, said it was unclear whether a major acquisition would work for Apple. The company tried to retain the pro-building ethos of Steve Jobsobs for most of its history and was shy to gain. Among the biggest acquisitions was her $ 3 billion purchase to Beats Electronics in 2014.
“This will be a challenge for any company, but especially since the Apple’s corporate ethos ethos, it could be a particular challenge for Apple,” Novak told Novak. Wealth.
However, IVS, for his part, said that he believes confusion can be naturally responsible for Apple and can especially help level Siri to make the most common exposure of many people to AI.
“If Apple gained confusion, Cupertino’s combined forces would be a confusion gearbox on AI Front games and rival quarterly given the scale and volume of Apple’s ecosystem,” IVS wrote in the note.
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