Welcome to 95 Mac Daily for Friday, January 2nd, 2026.

I'm your host, Chance Miller.

We are sponsored this week by Robo Rock.

Leading off today, Apple has been subject to a lot of criticism over its AI strategy,

especially after it was forced to delay many of the powerful Siri features it first announced at WWDC 2024.

But a new report from the information might help explain why, in part, Apple's AI approach, differs so much from competitors.

Much of the story focuses on speculation and rumors that we already knew, but there's a fascinating

tidbit concerning long-term AI sentiment within Apple leadership. After mentioning Apple's rumored

partnership with Google to power the new Siri, the information report says, quote,

Apple still has a team working on its own internal models that it could take advantage of in the future.

But some Apple leaders hold the view that large language models will become commodities in the years to come,

and that spending a fortune now on its own models doesn't make sense.

End quote.

That second sentence could go a long way toward explaining Apple's AI approach so far.

While competitors like OpenAI, Meta, and Google have invested significant resources into developing LLMs, Apple has been more reserved in its spending.

If Apple leadership does truly believe that LLMs will become commodities, then the company's

AI success will depend less on bespoke new models, but more on its ability to control the

hardware, software, and services that AI runs on.

And historically speaking, those are the very areas where Apple performs its best.

The next step on Apple's AI roadmap is to ship the

more personal theory that it first announced at WWDC 2024, and that's expected to happen as

early as this spring, thanks to a new partnership with Google Gemini. Next up today, a new Apple TV

...