Code Mala Tang

Jun 9, 2026 · Industry Insights

Why Apple’s Slow AI Pace Looks Like a Strategic Chess Move

The article analyzes Apple’s modest $14 billion capex versus rivals’ $900 billion AI spend, its decision to rent Google’s Gemini for Siri, and how OS‑level AI integration could reshape the market, while contrasting Lucas Ropek’s optimistic view with Sarah Perez’s skeptical take.