Everyone keeps saying Apple missed the AI wave, but I think that take only makes sense if you assume the current AI market is the final form.
I don’t think it is.
Right now, the winners look like whoever has the biggest cloud model, the fastest chatbot, or the most impressive demo. But for normal users, that is probably not what AI will feel like long term. Most people are not going to care which model topped some benchmark. They are going to care whether the AI is useful, private, reliable, and already built into the devices they use every day.
That is where Apple still has a real shot.
If local models keep improving, the important question becomes: who has the hardware, OS integration, privacy story, and user trust to make on-
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