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> Apple seems so far behind in generative AI Apple is a best-in-class second mover. With the clusterfuck that has been generative AI (from OpenAI’s corporate drama to Google renaming and reörganizing their products every fifteen minutes) this seems prescient, with the only savvy player so far being Microsoft.
> Apple is a best-in-class second mover. Apple's biggest successes have come from being the first mover in a brand new space. Apple II, Macintosh, iPod, iPhone, iPad, Airpods, Watch were all category defining rather than "me too" products. In fact Apple is terrible at throwing its hat into an already crowded space, and doubly so when it comes to software.
iPod was released in 2001. Portable MP3 players were released in the late 90s.