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The mobile regulatory landscape is changing at an inconvenient time for Apple
With the tech world fighting to win the AI race while smartphone sales slow and regulations away at its legacy revenue streams, Apple has its work cut out.
Microsoft’s tie-up with OpenAI and its rapid deployment of AI tools into its various software products has earned it favor with investors, who anticipate that it’s going to manage to extract revenue, growth, and profits from all the AI-related work. At the same time, Apple is seeing its most critical market, smartphones, shrink as it runs into legal challenges around the world. In contrast, Microsoft recently helped resolve a governance and leadership explosion at OpenAI, allowing Redmond to retain near-majority ownership of the for-profit arm of the AI company.
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