alt.hn

5/13/2026 at 8:44:12 PM

Apple Is Quietly Building the Most Profitable AI Toll Booth

https://seekingalpha.com/article/4902208-apple-quietly-building-most-profitable-ai-toll-booth

by ndr42

5/13/2026 at 10:40:10 PM

The article is much fluff and few concrete facts, probably can be condensed to "Apple strategy is to be a funnel to AI sevices instead of building it's own SOTA model. It has good reputation on privacy concerns, user apreciation for it's software products and integration, has a toll booth in the app store and it is working on Gemini integration."

No doubt Apple will surf the AI wave, and all of the above are powerfull advantages.

A compelling history to be the chosen way to access AI services will need to offer good sandboxing, secure gatekeeping of credentials, a modern adaptive firewall to control agents communications, skills to access OS services and core applications, and a core agent that can handle all of the previous concerns.

This will be a massive effort. The good news for Apple is that it will not have competition: these needs OS integration, and a comprehensive design.

by claxo

5/13/2026 at 9:23:37 PM

If anything this highlights that apple needs to be forced to allow third party app stores on even footing as the App Store.

by tannedNerd

5/13/2026 at 9:13:47 PM

Merely 30% of this page's area is made up by the actual content I'm trying to read.

by 1e1a

5/14/2026 at 5:10:33 AM

Why is everybody doing everything so quietly these days?

by replwoacause

5/14/2026 at 4:23:17 AM

Ah yes, Apple continuing it's software plan of kicking back and doing nothing and reaping massive profits. Has worked well for decades, why not here too?

by jauntywundrkind