{"id":271079,"date":"2026-01-30T01:24:07","date_gmt":"2026-01-30T01:24:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/271079\/"},"modified":"2026-01-30T01:24:07","modified_gmt":"2026-01-30T01:24:07","slug":"guys-i-dont-think-tim-cook-knows-how-to-monetize-ai","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/271079\/","title":{"rendered":"Guys, I don&#8217;t think Tim Cook knows how to monetize AI"},"content":{"rendered":"<p id=\"speakable-summary\" class=\"wp-block-paragraph\">Apple exceeded expectations when it <a href=\"https:\/\/www.apple.com\/newsroom\/2026\/01\/apple-reports-first-quarter-results\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">reported its quarterly earnings<\/a> on Thursday, revealing that it made $143.8 billion in revenue for a 16% year-over-year increase. As analysts peppered CEO Tim Cook with softball questions during Apple\u2019s earnings call, one analyst dared to ask the question that seemingly no one in Silicon Valley is willing to ask.<\/p>\n<p class=\"wp-block-paragraph\">\u201cWhen I think about your AI initiatives, you know, it\u2019s clear there are added costs associated with that\u2026 Many of your competitors have already integrated AI into their devices, and it\u2019s just not clear yet what incremental monetization they\u2019re seeing because of AI\u2026,\u201d started Morgan Stanley\u2019s Erik Woodring.<\/p>\n<p class=\"wp-block-paragraph\">Could there be a tinge of nervousness underneath this Finance Man\u2019s probably-very-financey facade? In what I can only imagine must have been a Herculean display of courage, Woodring asked the question that lurks only in the darkest, dampest recesses of investors\u2019 minds.<\/p>\n<p class=\"wp-block-paragraph\">\u201cSo, how do you monetize AI?\u201d he asked.<\/p>\n<p class=\"wp-block-paragraph\">You\u2019d think this would come up more. You would be wrong. Instead, Big Tech has taken a largely vibes-driven approach to AI development. Take OpenAI, for instance, which may seem like it\u2019s on top of the world, given how ChatGPT has embedded itself into the cultural consciousness. But the company <a href=\"https:\/\/finance.yahoo.com\/news\/openai-won-t-money-2030-182441351.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">isn\u2019t planning to make any money<\/a> until 2030. Analysts from HBSC are even doubtful about that timeline, especially since it will need another $207 billion in funding, estimates say. Ask anyone in tech how OpenAI is planning to break even, and you\u2019ll be met with the verbal equivalent of the \u00af\\_(\u30c4)_\/\u00af emoticon.<\/p>\n<p class=\"wp-block-paragraph\">But good ol\u2019 Tim \u201c$143.8 billion in revenue\u201d Cook was having a good afternoon, so maybe he\u2019d finally spill the beans about how any of these companies are planning to recoup their investments.<\/p>\n<p class=\"wp-block-paragraph\">His answer was disappointing.<\/p>\n<p class=\"wp-block-paragraph\">\u201cWell, let me just say that we\u2019re bringing intelligence to more of what people love, and we\u2019re integrating it across the operating system in a personal and private way, and I think that by doing so, it creates great value, and that opens up a range of opportunities across our products and services,\u201d Cook said.<\/p>\n<p class=\"wp-block-paragraph\">So, there you have it, folks. Apple will monetize AI by creating \u201cgreat value.\u201d And, crucially, that will \u201copen up a range of opportunities.\u201d Which we will experience in \u201cproducts and services.\u201d Cool!<\/p>\n<p class=\"wp-block-paragraph\">Well, shout-out to that Morgan Stanley guy for trying.<\/p>\n","protected":false},"excerpt":{"rendered":"Apple exceeded expectations when it reported its quarterly earnings on Thursday, revealing that it made $143.8 billion in&hellip;\n","protected":false},"author":2,"featured_media":271080,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,218,219,61,60,80,23579],"class_list":{"0":"post-271079","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-ie","12":"tag-ireland","13":"tag-technology","14":"tag-tim-cook"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/271079","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=271079"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/271079\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/271080"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=271079"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=271079"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=271079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}