The Business Engineer

The Business Engineer

Apple’s AI Three-Front War

Gennaro Cuofano's avatar
Gennaro Cuofano
Nov 04, 2025
∙ Paid
46
4
Share

Apple is navigating the most complex strategic moment in its history. While the world watches iPhone sales and Services revenue, the company is quietly placing three massive, interconnected bets that will determine whether it remains the world’s most valuable company or becomes an elegant footnote to the AI revolution.

These aren’t incremental product bets. Apple is simultaneously defending a $209 billion cash cow, racing to define a category that may not exist yet, and preparing for a computing paradigm that could make everything they’ve built obsolete. Understanding how these bets interact reveals where enterprise technology, consumer behavior, and trillion-dollar markets are heading.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Gennaro Cuofano
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture