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Tuesday, June 10, 2025

The Slow Descent of Apple: Missing the AI Wave Like Microsoft Missed Mobile

The Slow Descent of Apple: Missing the AI Wave Like Microsoft Missed Mobile

In 2025, Apple Still Thinks It Has Time.

Tim Cook walks on stage, smile controlled, shirt immaculately tucked, and talks about "Apple Intelligence" — a term that feels less like the future and more like carefully measured nostalgia. Meanwhile, ChatGPT is already booking flights, summarizing meetings, handling customer service, and editing podcasts. Meta’s open-source Llama is integrated into half the enterprise tools of the Fortune 500. Perplexity AI is now a verb. Elon Musk’s Grok is rewriting Twitter (sorry, X) in real-time. And Microsoft? It owns work.

Apple has been here before — the smug incumbent. The innovator-turned-operator. In 2010, it destroyed Nokia. In 2030, it risks becoming Nokia.

The Trajectory: Apple's Five-Year AI Freefall

2025 – The PR AI Year

Apple launches “Apple Intelligence” with GPT-4o-like capabilities… two years too late. It’s sandboxed, locked down, with privacy walls so thick even Siri can’t hear you. Developers yawn. Consumers applaud — for about five minutes. AI enthusiasts keep using ChatGPT. Businesses keep using Copilot.

Stock price holds steady — for now.

2026 – AI Workflows Eat the Ecosystem

AI agents are now automating entire workflows. Gmail replies before you read. Notion writes your blog. Midjourney is built into Canva. Slack bots summarize Zoom meetings and generate project plans. But Apple’s walled garden remains beautiful and dumb. Siri can set a timer. Barely.

Apple announces a $5B acquisition of a boutique AI company. The market shrugs. The iPhone 16 Pro Max still has the best camera — but that’s not where the war is anymore.

Valuation slips below $2.5T.

2027 – Developer Exodus

The App Store becomes irrelevant as developers move to AI-native platforms. Instead of "apps," users interact with fluid AI agents. Mobile interfaces are replaced by conversational and gesture-based models. Apple's old-school OS paradigm feels like an IBM mainframe in the age of Google Docs.

The AI-first browsers (Rabbit, Arc, xAI’s Osmind) make Safari look like Internet Explorer. Apple doubles down on Vision Pro… but the AI layer isn’t there. No one builds for it.

Valuation falls under $2T. Microsoft surpasses Apple — permanently.

2028 – Education and Emerging Markets Pass Apple By

India and Africa leapfrog with $200 AI-native phones from Chinese competitors, powered by open-source LLMs. These devices come with built-in tutors, doctors, farmers’ assistants — all things Apple’s ecosystem doesn’t do, or won’t allow.

Meanwhile, every teenager in the West prefers Meta’s multi-agent creator stack or uses decentralized AI tools that Apple can’t control. The iPhone becomes the Blackberry: corporate, slow, boring.

Valuation hits $1.3T. Samsung, Huawei, and startups like Humane and Rabbit take over global hardware buzz.

2029 – The AI Operating System Era Begins

Open-source AI OS models like RedPajama OS or xAI OS dominate. People talk to their computers now. The device disappears; the agent takes over. Apple’s obsession with hardware margins leaves it with the best physical box and the worst brain.

iPhone sales plateau. Mac sales nosedive. AirPods are still good — but nobody cares. The AI layer runs on top, and Apple’s isn’t invited.

Valuation falls to $900B. It’s officially no longer in the top 5.

2030 – Apple Becomes the New Nokia

By now, AI-native hardware and software is everywhere. “Where were you when it shifted?” becomes a question like “Where were you when the iPhone launched?”

Tim Cook retires. Apple announces a strategic rebrand toward services and privacy infrastructure. The iPhone 18 launches to mild applause.

It’s still elegant. But irrelevant.

Market cap: $600B. It’s 2012 again. But this time, Apple is on the wrong side of history.

The Lesson

Apple’s fall won’t come from bad products. It’ll come from good products in a world that no longer wants products. When intelligence becomes ambient, and computing becomes liquid, ecosystems built on control crumble.

Like Microsoft missed mobile by betting on Windows, Apple may miss AI by betting on iOS.

The future doesn’t run on devices. It runs on intelligence.

And if Apple doesn’t get that — someone else will.

Author’s Note:
The irony? Apple seeded this world. It made computing human. But in clinging to its old playbook — beauty, control, and secrecy — it risks becoming the very relic it once replaced.

Liquid Computing: Naming the Next Era of Intelligence
Liquid Computing: The Future of Human-Tech Symbiosis
AMA With Aravind (Perplexity)
Apple's AI Move?
Why Aravind Srinivas Should Stay at Perplexity: The Path to a Trillion-Dollar Valuation
CEO Material For Apple: A Sundar, A Satya: Aravind Srinivas
Is Tim Cook the Steve Ballmer of Apple? A Cautionary Tale of Missed Tech Waves

Liquid Computing: The Future of Human-Tech Symbiosis
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation

pic.twitter.com/fE4Yka3aGM
— Paramendra Kumar Bhagat (@paramendra) June 10, 2025

1/
Apple is on the path to becoming the next Nokia.
It missed the AI wave like Microsoft missed mobile.

Here’s a five-year trajectory of Apple’s slow descent — from king of devices to relic of the past. 🧵
— Paramendra Kumar Bhagat (@paramendra) June 10, 2025

pic.twitter.com/9sQevSwpKr
— Elon Musk (@elonmusk) June 10, 2025

We had to enable a degraded UX for some % of the traffic to deal with infrastructure issues. No one's library or threads is "lost". Once things stabilize, everything will be restored to normalcy. https://t.co/WD7F1xHlgw
— Aravind Srinivas (@AravSrinivas) June 10, 2025

Yes.
— Paramendra Kumar Bhagat (@paramendra) June 10, 2025

someone PLEASE steal this idea 🛺

an AI agent that orders an auto from all available platforms, immediately calls the first one to accept the trip (combo of @plivo for calling and @SarvamAI for real-time Indic TTS), tells them the drop location, confirms that the autowallah is… https://t.co/tzSQpmew5F
— Caleb (@caleb_friesen2) June 10, 2025

View on Threads

Failed state. https://t.co/ILAtgZurfi
— Ambassador Chen Song (@PRCAmbNepal) June 10, 2025

Mom has been using ChatGPT as her travel planner / travel guide for trip to Germany so far.

The latest memory feature has been the key unlock: It remembers our hotel locations, mom's dietary requirements and my love for historic locations.

ChatGPT has fully eliminated the need…
— Rahul Mathur (@Rahul_J_Mathur) June 10, 2025

Tim did not Cook
— Kristof (@ThuleanFuturist) June 10, 2025

TIM COOK is the only CEO who is NOT COOKING in AI. pic.twitter.com/GY2XUSv8md
— AshutoshShrivastava (@ai_for_success) June 9, 2025

Tim Cook - Liquid Glass. Expressive. Delightful. But still instantly familiar.

Windows Vista - You could not live with your own failures, where did that bring you? Back to me! pic.twitter.com/cKLcG4yfaj
— Gaurav B (@GauravWriting) June 10, 2025

Monday, June 09, 2025

9: Physics

some thoughts on human-ai relationships and how we're approaching them at openai

it's a long blog post --

tl;dr we build models to serve people first. as more people feel increasingly connected to ai, we’re prioritizing research into how this impacts their emotional well-being.… pic.twitter.com/ACDMEKGv19
— Joanne Jang (@joannejang) June 5, 2025

This is the most bad faith form of political analysis that exists. It involves picking a positive or heroic image representing your side, juxtaposing it against a negative or inflammatory image from the other side, and then declaring a polemical victory.

The liberal version of… https://t.co/fL8ZmC6s8E
— i/o (@avidseries) June 8, 2025

Don’t give Trump what he wants. Stay calm. Stay peaceful.
— Governor Gavin Newsom (@CAgovernor) June 8, 2025

Apple research is what companies like Google and OpenAI should have been doing all along, shading light on the true nature of these systems but instead Google/OpenAI decided to charge to the battleground with mediocre & flawed weapons.

Now they are about to learn the hard way. https://t.co/pBIcUSbdmb
— Chomba Bupe (@ChombaBupe) June 8, 2025

Some of the best founders I know act like artists.

Delusional, opinionated, and building with taste.
— richard (@richardzphotoz) June 8, 2025

It's not height. It is what people see when they look into your eyes.
— Paramendra Kumar Bhagat (@paramendra) June 8, 2025

My friends are always surprised by how I can spot someone’s face in a giant crowd. Here’s my secret: years of training in geometry and topology.

To me, a face is a 2D surface embedded in 3D space, each with its own curvature, genus, and geometric/topological invariants. Whenever… https://t.co/3hLUDeGPsT
— Jasper (@zjasper666) June 7, 2025

Liquid Computing: The Future of Human-Tech Symbiosis https://t.co/VDimUsobtF
— Paramendra Kumar Bhagat (@paramendra) June 8, 2025

I predict the Elon/Trump rift will cause the GOP to lose a significant number of young male voters, unless it's somehow patched up.
— Farzad (@farzyness) June 8, 2025

If all the work is done by AI agents in the future,then who the heck will pay taxes to the government? pic.twitter.com/2FUHTALbTJ
— AshutoshShrivastava (@ai_for_success) June 8, 2025

अनगिनत मुस्कानें - A train to Kashmir valley! pic.twitter.com/V9s0nYN3Kk
— Ashwini Vaishnaw (@AshwiniVaishnaw) June 8, 2025

Apple's AI researchers have embraced a kind of anti-LLM cynic ethos, publishing multiple papers trying to argue that reasoning LLMs are somehow limited/cannot generalize.

Apple also has the worst AI products (Siri, Apple Intlligence).

No idea what their "strategy" is here pic.twitter.com/RxRHdqjYbV
— Andrew White 🐦‍⬛ (@andrewwhite01) June 8, 2025

Microsoft and Mobile.
— Paramendra Kumar Bhagat (@paramendra) June 8, 2025

Elon Musk has said: Congress is making America bankrupt.

Do you agree?
— unusual_whales (@unusual_whales) June 8, 2025

Wow what an insane week for tech.

Circle IPO
Anduril Series G
Cursor Series C
Amazon wins Nike back
OpenAI Deep Research improvements
NVIDIA Blackwell MLPerf Results drop
Launches from ElevenLabs, Julius, and Nucleus.

There are weeks when decades happen.
— John Coogan (@johncoogan) June 7, 2025

Build once, market every day.
— Paul Mit (@pmitu) June 8, 2025

Why Bamboozled Putin Is Struggling to Avenge Ukraine’s Sneak Attack Trump himself reportedly thought the Ukrainian operation—using drones assembled in Russia itself and hidden in trucks—was “badass,” then later suggested Ukraine’s precision strike on military aircraft justified subsequent Russian attacks on Ukrainian civilians. Trump’s view is firmly rooted in the idea that both sides are at fault, like a messy schoolyard brawl, even though Russia clearly started the conflict with its invasion of Ukraine. ............ Trump’s comments aside, Russia’s major problem is one of optics: Ukraine’s attack was focused solely on Russian military targets; Russia’s attacks, both before and after Spider’s Web, are more often than not aimed at civilian targets like apartment buildings. The difference in approach reflects a major feature of the war: that Ukraine is fighting off the Russian military, while Russia is fighting against the Ukrainian people.......... Part of the problem this time is that Russia was already in the middle of an escalation, launching ever more brutal drone and missile attacks on apartment blocks and other civilian targets in Ukraine in an apparent bid to soften the Ukrainians up for Trump’s “peace talks.” ........... The attack on Sunday June 8 was the largest to date, using 479 Shahed-style drones. That broke a record that had been broken four times already in the past few weeks, most recently on the same day as the Spider’s Web attack on Russian airbases.

Absolutely extraordinary Operation Spiderweb video showing the full flight of a drone until it lands slap bang on a Tu-22M3 strategic bomber at Belaya airfield. pic.twitter.com/VWVwA3Wpob
— Guy Walters 🇺🇦 (@guywalters) June 9, 2025

It’s wild https://t.co/HEUbhwwIB3
— Elon Musk (@elonmusk) June 9, 2025

"Once there is clarity on crypto regulations in India..." You should be the one providing that clarity. Or you will wait forever. Hire me to do it for you.
— Paramendra Kumar Bhagat (@paramendra) June 9, 2025

The foundation for happiness, all happiness, is spiritual.
— Paramendra Kumar Bhagat (@paramendra) June 9, 2025

los angeles mayor karen bass urging for calm: “angelenos, don’t engage in violence and chaos. don’t give the administration what they want.” pic.twitter.com/rIiiqhOyFd
— ian bremmer (@ianbremmer) June 9, 2025

🚨🚨 *CALIFORNIA SUING US FOR TRUMP'S NATIONAL GUARD USE IN LA UNREST

One of the biggest state-federal lawsuits in American history.
— Spencer Hakimian (@SpencerHakimian) June 9, 2025

I had to read the Bible cover to cover before I could write this: Corporate Culture/ Operating System: Greatness https://t.co/NvuFk4pSEZ
— Paramendra Kumar Bhagat (@paramendra) June 9, 2025

Age of these businesses:

Tesla: 22 years
SpaceX: 23 years
Google: 27 years
Netflix: 28 years
Amazon: 31 years
Nvidia: 32 years
Apple: 49 years
Microsoft: 50 years
Intel: 57 years
Sony: 79 years
HP: 86 years
Samsung: 87 years
IBM: 114 years
Nintendo: 136 years
Nokia: 160 years
— Jon Erlichman (@JonErlichman) June 9, 2025

President Trump's deployment of the National Guard without the authorization of the Governor is designed to raise tensions.

Everyone has the right to peacefully protest and has the right to do so safely. This is blatant intimidation of those assembling.
— Senator Peter Welch (@SenPeterWelch) June 8, 2025

I wonder what Steve Jobs would think of these silly boomer videos Apple does at WWDC now.
— David Lieb (@dflieb) June 9, 2025

Bro, I want a 9 to 5 at a tech startup

the amount you learn there is insane.
— Yassr Atti (@Yassr_Atti) June 8, 2025

The LA crisis is a test of federalism. Political violence must be condemned—but so must executive overreach. California had control. Trump’s attempt to override @GavinNewsom’s Guard authority defies the Constitution and the American principle of limited federal power.
— Ro Khanna (@RoKhanna) June 9, 2025

Everyone is Silicon Valley tries to be vice free and yet all dabble in workaholism
— Shweta (@shweta_ai) June 8, 2025

Introducing Sarvam Samvaad 🚀

Sarvam Samvaad, our Conversational AI Platform, is designed to help enterprises build, test, and launch AI agents fluent in 11 Indian languages.

▪️Power interactions across telephone, WhatsApp, web, and apps
▪️Handle complex phrases,… pic.twitter.com/0CCHH2wiUr
— Sarvam AI (@SarvamAI) June 9, 2025

CNN issues devastating blow to Donald Trump as Los Angeles riots break out In an interview with the TV channel's correspondent Kyung Lah, California Democrat Rep. Maxine Waters described Trump as a "cruel, dishonorable human being" while addressing his decision to deploy the National Guard. Waters spoke to Lah after attempting to visit David Huerta, the President of the Service Employees International Union (SEIU), who was arrested during the protests at the weekend.

Waters expressed her surprise at the equipment and weapons the troops had.

........ "But then the weapon that they're holding are standard issue M4 weapons. They're military M4 rifles. And take a closer look at that magazine. Those are magazines suggesting that they are indeed loaded with ammunition." ......... an incredible militarized force. ....... "The President of the United States is a cruel, dishonorable human being who would just as soon they shoot somebody down. But I don't want that to happen. I do not want – I want the elected officials to do everything that we can to dissuade them." ......... Trump responded to McDonnell on Truth Social, telling him to arrest protesters in face masks. "Looking really bad in L.A. BRING IN THE TROOPS!!!" he wrote.

Revolutionary.
— Paramendra Kumar Bhagat (@paramendra) June 9, 2025

Yes, content should be king. TikTok style.
— Paramendra Kumar Bhagat (@paramendra) June 9, 2025

1/
Emptying 40% of NYC is not logical.
It’s not policy—it’s chaos.
This country needs common sense immigration reform, not political stunts that would collapse our economy.
— Paramendra Kumar Bhagat (@paramendra) June 9, 2025

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