Comment Re:Betteridge's law (Score 3, Insightful) 101
This. Phone demand might have leveled off but everyone has one and that's not changing anytime soon. Unless iPhones somehow fall massively out of favour Apple will continue to sleep on a pile of money with many beautiful women.
MS, meanwhile, is putting every egg it has in the AI basket and if that doesn't pan out they will be all over its face. The reality will probably be somewhere in between but where's the revenue? Apple makes money on every iPhone; what does MS make from AI? Subscriptions to CoPilot? Bing taking over Google for search? Your Windows Chatbot You Didn't Ask For(TM) constantly advertising at you? Royalties for logos on keyboards? I don't see a lot of good answers.