$Apple(AAPL)$ I'm a skeptic that any of the AI hyped products or services will be monetized, but that applies to Apple's peers as well. The idea that $Microsoft(MSFT)$ is in the catbird's seat 2nd only to $NVIDIA Corp(NVDA)$ I think is absurd. Windows recall is a joke, and Windows Autopilot has been renamed how many times now? Few will pay for a subscription to use it. AI features will just be folded into current products and services like any other incremental improvement, just like always. People don't expect to pay for incremental improvements, they think it is table stakes. An AI reset of expectations is coming, but the idea that Apple will be uniquely affected is silly.
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