That said, they have always been behind the curve with AI, and recent product releases/updates have been, uh, suboptimal. Latest Logic Pro is a disaster (e.g. unstable/crashing, removed key shortcuts killing productivity) and don't get me started on the dumbing-down of iOS.
They are for sure headed in the wrong direction, but they are just too big to fall overnight.
I am reminding when Android phablets were really cutting into the marketshare of Apple a decade ago. Apple was reluctant to release larger phones for a couple years and it was an opening.
But then all of a sudden Apple did release larger phones and the capabilities gap disappeared and then Apple's phone quality + CPU speeds + surrounding ecosystem of devices made the Android competitors pretty irrelevant.
Apple should remember from its Maps debacle that it's difficult to make up years of product tuning overnight, no matter how talented a team you have.
Time >> talent
Because everyone has talent within the same order of magnitude, but no one has invented a time machine.
Only regulation could solve this (i.e. force all dominant OS's to allow running any AI agent).