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Azeem Azhar's Exponential View

Why I changed my mind about Apple and AI

Azeem Azhar's Exponential View

EPIIPLUS 1 Ltd / Azeem Azhar

Ai, Exponential, Robots, News, Artificial Intelligence, Investing, Future, Azeem Azhar, Technology, Review, Economy, Intelligence, Science, Exponential View, Business, Tech News, Work, Economics, Gpt, Openai, It, Automation, Society, Government

5.0 β€’ 1.1K Ratings

πŸ—“οΈ 18 March 2026

⏱️ 21 minutes

🧾️ Download transcript

Summary

Apple may have stumbled into one of the most defensible positions in AI. This was not on my radar – just two months ago, I was describing a credibility crisis at the company; they appeared wrong-footed on the most important technology of our times and an acquisition was their only plausible way out. In this episode I work through what I and many other commentators missed – and what road lies ahead for Apple.

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,

...

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