Sources Author @alexeheath says Apple may still make AI acquisitions, but they'll likely be focused on talent rather than acquiring a company capable of reshaping its AI strategy.

"I think [Apple] could make an acquisition, but it would be talent-based. I don't think there's anything that's going to be fully resetting the strategy or that's foundational, like an Oculus. I think that moment's passed."

"All these [AI] companies are huge and mature. You're not going to buy Anthropic. Even if you're Apple, you can't afford it, and they wouldn't sell, so you have to go out on your own."