Apple Intelligence: Second Mouse Gets The AI Cheese


  • “Apple Intelligence” is more than a great brand move; it encapsulates the company’s strategy.
  • On the day of Apple’s Worldwide Developer Conference, when Apple Intelligence was introduced, the stock declined 2%. However, as with an intelligent joke, it took a beat to absorb the real insight.
  • From a shareholder standpoint, Apple Intelligence has positioned the company to (again) create the (second)-most-profitable licensing deal in history.

Apple Store at 5th Ave in Manhattan, New York City


As stupid as Apple’s (NASDAQ:AAPL) Vision Pro is, Apple Intelligence is that… intelligent.

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Specifically, disruptive innovation – the kind that marks a “before” and “after” in our lives – is terrible for shareholder value. Some innovators that changed our lives:

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