Guys, I Don’t Think Tim Cook Knows How To Monetize AI

Can Apple monetize AI after posting $143B revenue? Tim Cook faces the industry's billion-dollar dilemma with no clear path forward.
Matilda
Guys, I Don’t Think Tim Cook Knows How To Monetize AI
Monetize AI: Apple's $143B Question No One Can Answer Apple just reported $143.8 billion in quarterly revenue—a 16% jump year-over-year—yet one analyst's blunt question exposed Silicon Valley's biggest blind spot: How do you actually monetize AI? During Apple's earnings call, Morgan Stanley's Erik Woodring cut through the hype to ask CEO Tim Cook what investors secretly fear: that massive AI investments may never pay off. The uncomfortable silence that followed speaks volumes about an industry betting billions on technology with no proven revenue model. Credit: Axelle/Bauer-Griffin/FilmMagic/ Getty Images The Earnings Call Moment That Broke the AI Illusion For weeks, Apple's earnings call followed the usual script—praise for iPhone sales, Services growth, and Vision Pro adoption. Then Woodring shifted the tone. "Many of your competitors have already integrated AI into their devices, and it's just not clear yet what incremental monetization they're seei…