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Oct 13, 2025 12:00 PM

Former Apple CEO John Sculley Identifies This Company As Apple's First Real Competitor In Decades

John Sculley, the former CEO of Apple Inc. (NASDAQ:AAPL), has identified OpenAI as major competitor to Apple in years. He also predicted that AI will lead to a shift to subscription-based business models.

Sculley Calls OpenAI Apple’s First Major Rival In Decades

At the Zeta Live conference in New York City on Thursday, Sculley, Apple's CEO from 1983 to 1993, called the Sam Altman-led company as Apple’s “first real competitor” in “many decades,” reported Business Insider on Monday.

“AI has not been a particular strength for them,” said Sculley about Apple. The former Apple CEO remarked that OpenAI's agentic AI will take over the demanding tasks in knowledge workers' workflows.

See the price action of AAPL here. 

Sculley also addressed the possibility of current Apple CEO Tim Cook retiring soon. He emphasized that Cook’s successor would need to guide Apple through the transition from the apps era to the agentic era. According ...