@manton as usual, a well reasoned take.

I do think it’s a risk for Apple. I also never count them out when they are “late” to anything.

I find it funny all the people who were quite vociferously shouting from the rooftops that Apple “needs to announce something with AI” a year ago are now the same people saying they never should have announced Apple Intelligence if it wasn’t going to be ready.

The mistake was listening to those voices last year. The delay is the course correction they needed.

Like you said, they may very well end up losing this one. But I’m not super worried given the stare of the competition right now. Yes, the tech is getting better. But the product—the real killer app for AI is nowhere to be found yet.