Sam Altman and Tim Cook
OpenAI's Sam Altman and Apple's Tim Cook have a deal. Analyst Ben Thompson thinks Apple is the winner in this one.
  • Apple was not a pioneer in AI. But it may be winning the AI race, anyway.
  • Analyst Ben Thompson says that's because of Apple's leverage: All the AI companies want access to Apple's users.
  • And that means Apple's own AI efforts can be smaller.

The tech world has had a few days to digest Apple's big AI announcement, and there are still lots of questions unanswered. Like, for starters: How big a deal is it for Apple to get into AI? And how risky is it for Apple? And who has the power here — Apple, or its AI partner OpenAI?