[bradnickel]

They are literally the best positioned company in the world to win.

The best chips in every device capable of running LLMs today and they will only get better. When all of compute is AI, users will not want to put their entire lives into a closed company's AI. Apple will be perfectly positioned to let users own their AI, so the AI doesn't own them. Their strong stance on privacy makes this even more realistic.

They control the OS. As the use of apps die and all of compute becomes AI, they will have the tightest integration of AI in the world, if they make the right moves allowing them to ship fully integrated and optimized AI only machines. That means stripping out everything not needed for AI and focusing on functional capabilities exposed for use by AI.

If they are willing to bite the bullet when they see that apps will be needed less and less, they can focus all of the brilliant team they have on a much more simplified model and eliminate the complexity of interaction faced with Siri and the old model of AI.

Apple was operating with "old" AI and can now integrate far superior AI to make it perform far better and provide a superior user experience.

The biggest problem Apple faces is realizing they will lose significant revenue as the integration of AI, agents, and functions makes them unnecessary and we'll have to see if they can bite the bullet and radically reshape the company around it. Their hardware and control of the OS and functions makes them in a far superior position to any company in tech to win. They can't rush it though. They have to do it right and have a plan for the migration to what is inevitable.

Already seeing them working hard to do the research needed in the AI sphere. MLX performs beautifully. Their experimentation in small LLMs is brilliant, because they'll be able to deploy many small llms and agents with specialized functions in the short term, that can run on previous iPhone versions while they upgrade the hardware in future generations for llms everywhere.

They have some of the smartest people in the world on their team and they have the money to recruit more if they can share a vision of domination. I think it is possible, I just am not privy to how they are thinking about the future. If they try to hold on to their current model too long they could lose.