Apple’s Moats Intact Despite AI Noise: Perplexity CEO Says iPhone ‘Won’t Be Disrupted’

Apple’s Moats Intact Despite AI Noise: Perplexity CEO Says iPhone ‘Won’t Be Disrupted’

By Yuvraj Malik
Publication Date: 2026-04-23 08:34:00

With more AI services, the iPhone becomes even more useful and increasingly integral for users, Perplexity’s Aravind Srinivas said.

  • Apple’s deep user penetration and superior platform allow it the room to develop and ship AI at its own pace.
  • The iPhone maker on Monday named John Ternus, the head of its hardware division, as the next CEO, effective Sept. 1.
  • Apple is scheduled to report its Q2 results next Thursday.

Over the past year, Apple (AAPL) has drawn criticism from users and investors for missteps in its AI strategy and for the delayed rollout of features that have long been available on competing devices.

However, Perplexity CEO Aravind Srinivas believes those concerns may be overblown, arguing that rapid AI innovation elsewhere could, in fact, act as a tailwind for Apple.

“Here’s my opinion and I haven’t said this before, the iPhone is actually not getting disrupted by AI at all,” Srinivas said on the This Week In AI podcast. 

In a snippet shared on the podcast’s X page (the full podcast will be released Thursday at 8 pm PT), Srinivas argued that Apple’s deep user penetration and superior platform allow it the room to develop and ship AI at its own pace.

“They (Apple) have the ability to take time and do things the way they want to do, because they have a lot of advantages as a brand that people truly trust, and the ecosystem lock-in is underrated,” he said.

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