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In Machines we Trust

Apple Wins The AI Hardware Race

In Machines we Trust

In Machines we Trust

Technology

4.36 Ratings

🗓️ 17 February 2026

⏱️ 14 minutes

🧾️ Download transcript

Summary

In this episode, we explore Apple's surprising strategy and success in the AI hardware market, despite its perceived slowness in AI software development. We also discuss how their hardware, particularly the Mac Mini, has become a popular choice for running AI models, leading to unexpected wins for the company.


Chapters
00:00 Apple's AI Strategy
02:19 Upcoming AI Wearables
08:32 AirPods and Siri Updates
15:18 The Mac Mini Phenomenon
19:48 Apple's Future & AI Capex
20:43 Special Apple Experience

Links
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

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0:00.0

Welcome to the podcast. I'm your host, Jaden Schaefer. Today on the show, I want to talk about where Apple is in the AI race. Now, if you listen to this podcast for a while, you know that I am famous for kind of begging on Apple, especially considering how it doesn't feel like they've really been at the front of their game and their AI products are always delayed. But I want to give them a little bit of credit in this episode for some really interesting projects that they're currently working on, the places I think they can catch up, and the places that I think they're

0:24.5

doing well. Now, I'll also make a case for why they should be doing better in software, but we're

0:29.3

going to get into all of that because we actually have some really exciting products that have been

0:33.1

leaked or talked about, and I think they're actually doing more than you know. And I think they're

0:38.6

going to benefit more from the AI boom than most people expect for an absolutely ridiculous

0:43.4

reason. But we'll break that all down in a second. Before we do, I wanted to say if you want to try

0:47.4

any of the AI models that talk about on the show, go check out AIbox.a.i. This is my very own

0:53.2

AI tool that I've created where you get access to over 50 of the top AI models. So everything from chat, GPT, to Anthropics, to Google Gemini, to Meta, to Mistral, like tons of the top AI models for talking, for image generation, a ton of cool models in there, and for audio, things like 11 labs. For 8 899 we just launched an 899 tier for so

1:11.5

for 899 you get access to over 50 of the top models all in one place should save you a ton of

1:16.5

money and you can keep all of your stuff consolidated so you're not having to log into different accounts

1:20.8

having you know subscriptions and trials on a ton of different platforms you get it all in one place

1:25.1

anytime something new drops you can test it out on a ibox.a i'll leave a link in the description. All right, let's get into what Apple is doing. So over the last couple of weeks, there are some reports from the information, which if you don't know, the information is kind of like the kind of investigative journal place that releases leaks on all of these top companies, especially in AI, it feels like right now.

1:45.3

Bloomberg also is kind of reporting on this. And both of them are suggesting that Apple is

1:49.4

really stepping up their development on not one, not two, but three different AI

1:55.5

wearables. And I think some of them are going to be familiar. Others will be brand new

1:59.9

product. So right now it looks like they're trying to really build themselves as a space. They've gotten a lot of criticism in the past on how it feels like they've been very slow on the AI software, right? Apple intelligence and even Siri getting delayed for years and years with a new AI revamp. And then eventually we find out it's just going to get powered by Google Gemini.

2:17.8

I think all of that, you know, a lot of people throw a lot of shade at Apple, but in reality,

2:22.9

they are doing some really interesting things and I think they want to really make up for all

2:26.2

of that with hardware. So the first product that we can expect is an AI pendant. So imagine like

2:33.6

an air tag sized little device with a camera on it designed to

2:37.7

basically clip onto your shirt. This is very similar to what we saw with the recent pendant

2:43.8

that came from Humane, the Humane pin, which had like a projector on it and all this stuff.

...

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