Sylvia Jablonski and Ivana Delevska debate the future of Apple (AAPL) AI. Sylvia is bullish on its tech development and says, “Once they catch up, you get an upgrade cycle out of this.” Apple has “no choice but to play in this space,” she says, and thinks they will initially partner with third parties while developing their own in-house version. Ivana thinks they’re hitting a major headwind: “they’re starting to fail” in their innovation cycle and they aren’t “leveraging their consumer.” She argues that using a third-party product for AI removes their edge. She warns that if Apple can’t deliver, an upstart competitor could take over.

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