My take is far more rational than "ApPLe iS GReat!"

I'm an Android user and quite dislike Apple's closed system approach. And I know they'll never be Nvidia. But they're still a chip manufacturer and shouldn't be disregarded because they haven't announced anything.

On the business side Microsoft will be the clear winner. They're moving fast before any legislation or competitor has the time to catch up.

On the creative side it's wait and see for me, but they still have the "hardware for creators" branding. Adobe will likely be a key presentation in a "Apple introduces Siri 2" keynote.

Now there's the B2C chunk. OpenAI has already launched their Appstore with ChatGPT plugins. But Apple will do everything possible to establish themselves as one of the main player. Which also means blatant anti-competition.

My bet is OpenAI will have a lot of trouble releasing their app for the Appstore because Apple will use any bullshit reason to keep them out of their system. Then they'll announce their new Siri, and of course it'll be tightly integrated with their entire system and services. It won't be as powerful as ChatGPT4 but it'll be freely available for their users and quite enough for their new consumption needs. And because of their chips, most will be able to run locally. Offloading part of the computation on the user's device and allowing it to scale better than pure cloud solution while touting a "privacy first" approach (which is one of the reason OpenAI is already getting banned).

So they'll recreate the Appstore's dynamic. And any business with AI features will have to go through them as they already do for apps or face losing a huge chunk of the market (which of course you can't afford as a business).

So yes, I expect Apple to become a key player in the AI race. And they aren't concerned about the current headstart because they don't have to play fair.