🔗 The most brilliant move in corporate history? – Asymco

Apple didn’t miss the AI revolution. It just bet that the winners won’t be the ones who build the infrastructure. They’ll be the ones who own the customer and no one else on Earth owns the best customers.

And to keep it all balanced …

🔗 Apple is Writing Product Checks That Siri Can’t Cash - Siegler

Because Apple so badly bungled their AI strategy in 2023 and 2024, they’re missing shipping targets for actual products in 2025 and 2026.