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Investors may be looking at Apple and Meta through the wrong lens—rewarding Apple for being cautious on AI while criticizing Meta for going all-in. Muse makes Siri feel years behind. Imagine if Apple had built that level of intelligence directly into the iPhone. The potential would be enormous, and Apple could have had an even stronger position in the AI era. Instead, Apple is increasingly relying on outside providers for intelligence. They may have preserved a year of cash flow. #DailyOrbit