Apple’s Elon Problem & AI Future

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 27 August 2025

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks for higher cable fees. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Elon Musk suing Apple Apple’s AI future with Siri and potential acquisitions The government’s Intel stake and (potential) defense deals Fox vs YouTube TV Companies discussed: Alphabet (GOOG), Apple (AAPL), Intel (INTC), Fox (FOX) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Is the government going to take a stake in Intel?
0:08.0	Molly Fool Money starts now.
0:10.0	Welcome to Molly Fool Money. I'm Travis Hoymm, joined by Lou Whiteman and Rachel Warren.
0:24.6	Today we are going to talk about the government potentially taking a stake in Intel, Fox fighting with YouTube.
0:29.6	But we're going to start with Elon Musk and Apple.
0:32.6	Elon Musk can't seem to stay out of the news for long in this time because he's suing
0:37.7	Apple, claiming their preferencing Open AI over GROC.
0:42.3	Rachel, is this a big deal here?
0:44.7	It seems like Elon Musk has to sue everybody in the AI world.
0:49.4	Is he just trying to promote GROC?
0:51.4	Is there a there with Apple preferencing Open AI in chat GPT?
0:55.0	Honestly, and I think I want to start with this. For Apple investors like myself, I think this is a nothing burger.
1:00.0	I mean, we know that Apple has not been the AI growth play that maybe some investors had hoped.
1:06.0	I do not think that AI is the reason you invest in Apple at this juncture, in my opinion. And I do think
1:11.5	its partnership with Open AI makes sense. I mean, we know that Apple has been falling behind
1:15.8	in the generative AI race. And we've been hearing for a long time now, them talking about
1:20.6	using third-party models to bring series capabilities forward closer to competitors and really
1:26.0	update it for the next generation of users.
1:28.4	But I want to talk a little bit about the details of what's happening here with this lawsuit.
1:32.7	So Musk's XAI is suing Apple and OpenEI in Texas.
1:37.1	Musk is alleging that the partnership to integrate chat GPT into Siri, as well as Apple's writing
1:42.9	tools that it stifles competition. He's alleging that it
	...

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