Is Apple falling behind in innovation?

11 Jun 2025 · 0 min

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This content was created by Eric Siu. This content was uploaded by Eric Siu. This is a YouTube video titled "Is Apple falling behind in innovation?" (posted 2025-06-11). The excerpt features a single speaker (labelled SPEAKER A) commenting on innovation among major tech companies — Nvidia, Google, Microsoft, Meta, and Apple — arguing that Nvidia and others are innovating (notably around AI and glasses/wearables) while Apple appears to be trailing on the innovation curve despite continuing to generate cash.

When you look at Google, when you look at Microsoft right now, when you look at Apple, Nvidia, I would say Nvidia is innovating. I think Google's still doing well, right? Google has its new glasses coming out. I think Meta's doing a good job with their glasses as well. I think the one that's not innovating as much that will still continue to print cash for a while is probably Apple. I feel like Apple on the innovation curve is kind of going down while the other ones are, are going up, right? When it comes to this AI stuff.