Apple Will 'Watch Everything Burn' When the AI Bubble Bursts

Re:Apple Will 'Watch Everything Burn' When the AI Bubble Bursts by maxdo on Monday July 27, 2026 @01:56PM (#49073270)

What’s wrong here ? You push the router , you keep same subscription price , customers are as happy or even more happy because router will make process faster, the costs will go down . The market size will increase several times .

If you have properties of the market where your costs will go down , the size of the market will increase and you are top contender. How is that a bubble or a bad market ?

Sure you have risks of underperforming and lose the competition, but how is that different from any business in the world ?

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Re:Apple Will 'Watch Everything Burn' When the AI Bubble Bursts by pinkyboy on Monday July 27, 2026 @05:18PM (#49075642)

The key is your comment about rotating between 4-5 different vendors to control costs.

That will naturally rotate you _away_ from vendors who expand margin, and _toward_ those who use the same capability to undercut the margin expanders.

[ Parent | on HN ]

Re:Apple Will 'Watch Everything Burn' When the AI Bubble Bursts by maxdo on Tuesday July 28, 2026 @08:16AM (#49082661)

Claude can do such rotations within their ecosystem, sonnet , thinking level etc . If that’s the focus on the course of few month they will adopt , and still collect same paychecks as before .

The only real problem to them they killing the market they have most money off. Software . But ai already in a good spot to displace Microsoft office after that other industries , finance , lawyers , medicine etc

[ Parent | on HN ]