Is There an A.I. Bubble? A Debate "Apple just decided to not compete in making a frontier AI. While their competitors are now spending 100 to 200, 300 billion dollars in CapEx every year, Apple spending what, 15-ish billion in CapEx per year? Their stock this year has performed better than any of these other companies’ stocks" https://podcasts.apple.com/us/podcast/is-there-an-a-i-bubble-a-debate/id1548604447?i=1000796627225