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Can Apple’s AI Delay Truly Be Its Largest Benefit?

by Index Investing News
April 16, 2025
in Markets
Reading Time: 6 mins read
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Final week we talked about how Apple’s AI missteps might find yourself completely damaging the corporate.

Apple retains delaying a lot of the compelling options of its “Apple Intelligence” platform.

And as a substitute of main the business, the corporate is enjoying catch-up on generative AI options that its rivals have already rolled out.

These delays led reader DH to put in writing: “The issue with Apple is the lack of their Chief Cheerleader and Barnum Spirit Walker. It’s clear Apple has develop into a way more atypical company.”

I’m sure DH is speaking in regards to the late Steve Jobs. And it’s exhausting to argue that he’s mistaken.

However let’s ignore the continued tariff points that might be a serious downside for Apple going ahead and take an optimist’s view of what Apple might do to proper the ship.

It’s true that Apple has been trailing within the AI race. However Apple may not must win that race…

As a result of it could be working a special race solely.

You see, whereas the AI highlight is at present fastened on chatbots and search engines like google, Apple has been quietly laying the groundwork to develop into a serious participant in healthcare.

And the corporate’s subsequent huge transfer isn’t anticipated to be simply one other flashy AI assistant. It ought to be one thing a lot larger…

Venture Mulberry

In line with Bloomberg’s Mark Gurman, Apple is growing a device known as Venture Mulberry. And it might be a game-changer for well being care.

n truth, it might be like having your very personal AI physician and well being coach who lives contained in the Well being app.

Not like a chatbot that simply solutions questions, this one will be capable to pull in real-time knowledge out of your Apple Watch, iPhone and even third-party gadgets like good scales.

It might then use that data to supply personalised well being suggestions.

Think about what it might imply to have this type of private well being assistant in your pocket…

A system that may flag points early, recommend life-style modifications and even offer you content material created by actual medical professionals.

It might give you movies about coronary heart illness in case your coronary heart charge knowledge appears regarding or diet suggestions in case your sleep and weight metrics recommend an issue.

Apple’s even reportedly in search of a recognizable “physician persona” to entrance the expertise.

It’s not exhausting to think about a future the place you’re getting weekly well being briefings from somebody like Dr. Sanjay Gupta or Dr. Mike by means of your telephone.

And it’ll all be potential due to Apple’s current {hardware}.

In any case, the Apple Watch is already a mini well being heart. It screens your coronary heart charge, takes ECGs, measures your blood oxygen, detects falls and might even monitor girls’s menstrual cycles.

With watchOS 10, Apple launched a sleep apnea detection function, utilizing accelerometer knowledge to flag respiratory disturbances whilst you sleep.

Supply: Apple

If it sees a constant sample of potential concern over a 30-day interval, it notifies you.

That is precisely the form of low-stakes intervention that may save lives.

In the meantime, AirPods Professional 2 now has a listening to support function for folks with delicate to reasonable listening to loss.

Turn Your Images On

Supply: Apple

It affords clinical-grade sound amplification that primarily transforms these client earbuds into good listening to gadgets.

These gadgets are what offers Apple a transparent edge over Google, Meta and Microsoft.

However right here’s the factor…

Apple’s sluggish AI rollout might supply the corporate one other benefit too.

Apple’s Actual AI Benefit

As a substitute of racing to push out extra half-baked AI options, with Venture Mulberry, Apple is tying AI into its largest long-term energy.

I’m speaking about Apple’s superb ecosystem.

Your Apple Watch, your iPhone and your AirPods already discuss to one another.

With Venture Mulberry, they’ll discuss to you about your well being.

And in an ideal world, these discussions will likely be seamless. You gained’t should open a brand new app or discuss to a brand new assistant. Simply go for a stroll, take a name…  go to sleep.

As you reside your life, your gadgets are already quietly amassing knowledge.

AI can then search for patterns on this knowledge, and by pulling in medical information it will possibly nudge you towards more healthy conduct.

That form of integration is tough to repeat. However will it really work?

Venture Mulberry is rumored to launch as early as iOS 19.4. Which means it ought to come out someday subsequent 12 months.

However Apple has some points to beat first.

AI-generated well being recommendation can solely go to date. Plus, many circumstances gained’t present up on a smartwatch or iPhone.

And there’s additionally the chance of giving folks a false sense of safety.

What sort of legal responsibility exists from folks considering every part’s high-quality simply because the app didn’t flag an issue, even when one exists?

However an excellent larger downside might be the privateness concern.

Apple has a robust monitor report with privateness, and CEO Tim Cook dinner insists they are going to proceed to take action. Which means knowledge stays in your gadget and also you management who sees what.

However delicate well being knowledge amps up the stakes. Misuse or breaches might have critical moral and authorized penalties.

And that’s one thing Apple wants to determine earlier than this product goes reside.

Right here’s My Take

Even imperfect AI steering is healthier than none.

That’s why I see a robust use case for this product. In any case, lots of people don’t go to the physician till one thing’s clearly mistaken.

Certain, when your Apple Watch offers you a heads-up that your sleep patterns recommend potential apnea… that isn’t a prognosis.

However it’s a nudge.

And typically that nudge makes the distinction between catching one thing early or too late.

That’s why if Apple can stick the touchdown with Venture Mulberry, it gained’t simply catch up within the AI race.

The worldwide well being care market is predicted to exceed $44 trillion by 2032. Apple might dominate this area, the place the stakes are larger than search outcomes or good replies.

As a result of when it comes right down to it, well being is private.

Apple already owns the gadgets we supply with us every single day. And if it will possibly flip these gadgets into instruments that assist us reside longer and more healthy lives…

It might flip the corporate’s present AI missteps into a serious win.

Regards,

Ian King's Signature
Ian King
Chief Strategist, Banyan Hill Publishing

Editor’s Observe: We’d love to listen to from you!

If you wish to share your ideas or solutions in regards to the Every day Disruptor, or if there are any particular subjects you’d like us to cowl, simply ship an electronic mail to [email protected].

Don’t fear, we gained’t reveal your full identify within the occasion we publish a response. So be happy to remark away!





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