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Not a knock on Nadella, Cook or Jassy, but do they have the pull or power to go through multiple quarters of declining revenue while they pull off the AI strategy?

Zuck is trying that with his metaverse and getting so much flack from everyone. But he can still pull that off as founder-CEO and the board structure.




ChatGPT is not a threat to any of their business models. It is a threat to Google.

Can you imagine how much better Siri would be if ChatGPT were integrated into it?

Apple and Microsoft have both been able to remain relevant since 1980. They both know how to pivot when necessary.




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