Comment by dofm

I do not believe they are panicking, not least because I don't think they've finished adjusting Apple Silicon for the task; it will be very interesting to see what happens in the M6 and M7.

I think their strategy is broadly correct, actually; I think there's still a bit of scope for "sit and wait and do it right" here. But acquiring more edge AI tech and edge AI people would potentially be in their interest.