Apple was seen as a laggard in AI development, and in fairness, they clearly saw themselves that way and invested billions in trying to catch up to the likes of OpenAI and Anthropic, but they failed miserably. And yet, they seem like they’re going to be doing just fine. You need a computer to do all this vibe coding on. You need a phone to talk to an AI agent. Who makes the best computers and phones? Apple does.
MP3 vs iPod playbook all over again? Or is it different this time? Not having to pay for all the necessary infrastructure to run AI might be beneficial for Apple’s future.