Alberto Romero:<\/p>\n
AI is like religion. Either you believe it changes everything, or
\nyou don\u2019t believe at all. There is no moderate position; nobody
\nbelieves in AGI \u201cmore or less,\u201d just like nobody is \u201ccasually
\nreligious.\u201d If God exists, the only coherent response is to
\nreorganize your entire life around that fact, as priests do. If
\nyou pray sometimes, then you are just an atheist who\u2019s also
\nfearful. When tech companies spend hundreds of billions on capital
\nexpenditures to add sparkly AI features to Office, Gmail, and
\nInstagram, I only see fearful atheists\u2009\u2014\u2009guys who don\u2019t believe
\nin AI but pretend just in case.<\/p>\n
In 2026, the four largest cloud and AI infrastructure providers\u2009\u2014\u2009Amazon, Google, Meta, Microsoft\u2009\u2014\u2009committed to spending $670 I disagree with this portrayal: Apple is the most powerful tech Some of you, I bet, will object to Romero\u2019s notion that no one is \u201ccasually religious\u201d. Almost everyone I know is casually religious, you might be thinking. But read the whole piece. What he\u2019s saying is that if you\u2019re \u201ccasually religious\u201d those are just words. You\u2019re not living your life according to your professed beliefs (casual or not). And that\u2019s how most of Apple\u2019s peer companies seem to be approaching AI.<\/p>\n I\u2019m not sure he\u2019s right, but he might be, and I think his take is at least closer to right than wrong. Apple is making an enormous bet on AI\u2009\u2014\u2009but their bet is that they don\u2019t need to spend hundreds of billions per year on AI infrastructure (most of it fattening Nvidia\u2019s bottom line) to reap the benefits. If Apple\u2019s right we should start seeing it come together tomorrow.<\/p>\n (Arguably we\u2019ve already seen it coming together\u2009\u2014\u2009demand for Apple\u2019s products and services has gone up, not down, so far in the AI era. Entrenched leaders often grow during the initial stages of extinctive disruptions\u2009\u2014\u2009BlackBerry\u2019s biggest year for sales (revenue) and investor confidence (market cap) was 2011<\/a>, four years after the iPhone debuted\u2009\u2014\u2009but the disruptors are there. There\u2019s not yet a single threat on the market to the iPhone, iPad, Mac, Apple Watch, or AirPods\u2009\u2014\u2009nor to Apple\u2019s services revenue.)<\/p>\n \u2605 Sunday, 7 June 2026<\/p>\n","protected":false},"excerpt":{"rendered":"Alberto Romero: AI is like religion. Either you believe it changes everything, or you don\u2019t believe at all.…\n","protected":false},"author":2,"featured_media":133193,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[61,60,80],"class_list":["post-488306","post","type-post","status-publish","format-standard","has-post-thumbnail","category-technology","tag-ie","tag-ireland","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/488306","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=488306"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/488306\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/133193"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=488306"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=488306"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=488306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nbillion on CapEx<\/a>. Apple, in contrast, spent $12.7 billion on
\ncapex last fiscal year and projects $14 billion for 2026<\/a>, 2%
\nof what its peers are spending. The conventional reading in
\nSilicon Valley is, naturally, that Apple is losing. Siri has been
\na punchline for years\u2009\u2014\u2009an internal executive called the delays
\nugly and embarrassing<\/a>\u2009\u2014\u2009and critics say that Apple has not
\nbeen the same without Steve Jobs. It is falling behind<\/a>, they
\nsay, and moving way too slowly for AI.<\/p>\n
\ncompany in the world right now because it\u2019s acting according to
\nwhat it believes.<\/p>\n