[jfman]

I think the risk for anyone Silicon Valley related as they have form for ploughing money in relentlessly until it doesn't work any more so could cut and run.

Apple obviously see it as something good to have in their ecosystem but equally profits all come from the hardware. If generative AI lives up to the promise (and it may not) where we are in terms of consuming content changes, and the cost of creating that content reduces rapidly.

A back catalogue counts for nothing if AI tech can create almost anything. No real need for anyone in the production chains just an idea and some computing power. No big ego actors to pay.