Shashank Sripada argues that no one can surpass Apple's (AAPL) "operational prowess and supply chains," though it's a different story for software. He considers the company's lack of GPUs a critical hinderance to growth as its peers advance in A.I. Shashank believes Apple needs to seek outside help to building out its A.I. software so it can focus on hardware. His top candidate: OpenAI.