Why I changed my mind about Apple and AI
Azeem Azhar's Exponential View
EPIIPLUS 1 Ltd / Azeem Azhar
5.0 β’ 1.1K Ratings
ποΈ 18 March 2026
β±οΈ 21 minutes
ποΈ Recording | iTunes | RSS
π§ΎοΈ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | By every standard AI metric, Apple is losing. |
| 0:04.1 | They're not selling tokens. |
| 0:06.0 | They're not building data centers. |
| 0:08.0 | They're not doing advanced research. |
| 0:10.5 | And yet, their hardware is the machinery on which the most advanced AI users on the planet are actually running their day to day. |
| 0:20.1 | So what is this race that Apple is actually running? |
| 0:30.0 | As one of the big tech giants, Apple has really been noticeable in its absence in the AI race. I was one of many analysts who said, God, Apple |
| 0:40.6 | intelligence is a disaster, what's happening with Siri, Apple specialists like John Gruber |
| 0:46.2 | wrote a year or so ago that Apple's credibility had been damaged and squandered by their |
| 0:52.3 | presentation at the Worldwide Development Conference, where |
| 0:55.3 | he called the demo a concept video. Casey Newton said Apple's begun to lose the plot. And Ben |
| 1:02.4 | Thompson, who runs the newsletter Stratlecker, he said, Apple's nowhere near the cutting edge. |
| 1:08.1 | And I was part of that chorus of voices as well. |
| 1:11.5 | There were somewhat disappointed, perhaps blind, oblivious to the fact that every single day |
| 1:17.5 | when I was hammering away at chat GPT or at claw, I was doing it through an Apple device. |
| 1:23.0 | And in fact, even as I switched from model to model to model, the device I used did not change. |
| 1:29.7 | So there was something that I missed that was right in front of me. |
| 1:32.2 | But recently, there is something interesting that is happening. |
| 1:35.9 | So when I went off and started to play with the OpenClaw agents earlier this year, I was |
| 1:41.8 | running them on a small Mac Mini that I have in my equipment cabinets. |
| 1:46.6 | And within a week or so, I was hammering it so hard that Rune, which is the audio transport |
| 1:52.2 | that I use around the house, and our CCTV cameras were really no longer working, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from EPIIPLUS 1 Ltd / Azeem Azhar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of EPIIPLUS 1 Ltd / Azeem Azhar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright Β© Tapesearch 2026.

