The business model based on strict control by Apple, a possible vulnerability in the AI era

Apple, known for its tight integration between hardware, software, and services, finds itself in a vulnerable position in the new era of artificial intelligence, according to analysts cited by Reuters.

Although it generated nearly $210 billion in revenue last year, the company was surpassed by Nvidia in 2024 amid the AI boom. With the change in leadership, John Ternus taking over as CEO, Apple faces the challenge of adapting its business model to an industry that favors openness and rapid collaboration.

Unlike Apple, companies like OpenAI and Google have adopted a more flexible approach, launching accessible and constantly improved AI models. Apple, on the other hand, has been cautious, emphasizing privacy and quality control, which has led to user trust but also regulatory pressures. This tension is amplified by the rapid pace of innovation in AI, where speed can matter more than perfection.

Although Apple has begun to take steps towards openness, including through an agreement with Google, it remains to be seen whether it will succeed in blending its traditional culture with the demands of a constantly changing industry.