> I think Apple is so many years behind Google in AI that they have little hope of catching up.

That’s been used to describe every dominant technology company at some point, most of which have been supplanted by now (or else supplanted a company which was previously described in similar terms). Maybe this time it’s true—and Apple certainly has their work cut out for them—but history implies that it’s probably not. Maybe it won’t be Apple, but it’ll probably be somebody.