Apple not having an AI strategy doesn't matter until it suddenly does.
Whether that is in 2 years or ten is anyone's guess.
It's also anyone's guess what direction it will matter. Will apple miss the boat on AI because it's the real deal? Or is it a bubble that will pop and apple will be left standing because they didn't bet the farm on AI
Apple seems to have an AI strategy - throw $1 billion at Google for its models.