Look outside the HackerNews/Silicon Valley bubble: Apple is doing very well. Consumers broadly don't care whether their phone has AI, as long as it has the ChatGPT/etc apps. iMessage and FaceTime have a stranglehold on, uh, everyone in America. They sell more iPhones every quarter. Their services revenue keeps going up. Mac sales are up big. Apple Silicon is so far ahead of anything else on the market, they could stay on the M5 platform for three years and still be #1. Apple Watch is the most popular watch brand in the world (and its not close; sensing a pattern?). Airpods, alone, make more money than Texas Instruments or SuperMicro. Yes; Vision Pro and iPhone Air sold poorly. Who cares? They're both obvious stepping stones to products that will sell well (Vision Pro -> Glasses-style AR device, iPhone Air -> thin engineering will help with the iPhone Fold). Apple can afford to take risks and adjust.

Sure, there can be cultural things going on. But at the senior leadership level, the degree to which those would have to be bad, in the absence of major revenue problems, to cause this reaction is... unheard of.