When people talk about AI they mean the new tech like LLM or Diffusion, and the only relevant Apple offering (Siri) is way behind and there's no evidence they have anything to replace it.
(Aside, their image manipulation and Map is worse - though with Maps I dunno what's the underlying issue, and OCR was already mostly solved. I'm far from a photography expert so can't compare there).
True that. But I won't give Apple credit for products we can't see or assume good performance without proof. As they say in the movies: "Show me the money".
I'll say though that no multibillion company is under existential threat. Not Apple, not Google and not even Intel. At worst they will lose a couple tens of billions and some marketshare. Even IBM still exists and took a long long time to fall to where it is still today.
(Aside, their image manipulation and Map is worse - though with Maps I dunno what's the underlying issue, and OCR was already mostly solved. I'm far from a photography expert so can't compare there).