Sign up to save your podcasts
Or
Share Why I changed my mind about Apple and AI
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Why I changed my mind about Apple and AI
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co
----
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. I cover:
(01:16) Why I was wrong about Apple
(02:40) What's behind the Mac Mini shortage
(04:07) China goes OpenClaw crazy
(06:28) Perplexity builds on a Mac Mini
(07:12) The edge case for Apple
(09:05) Apple Moat 1: hardware
(11:31) Apple Moat 2: privacy
(15:47) The K problem: when good enough beats genius
(18:08) Privacy, sovereignty & the diary problem
Read my old position on Apple: https://www.exponentialview.co/p/ev-515
For more practical info about my OpenClaw stack: https://www.youtube.com/watch?v=aCG3dFRF3ek
----
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1.
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
View all episodes
By Azeem Azhar
4.9
606606 ratings
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co
----
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. I cover:
(01:16) Why I was wrong about Apple
(02:40) What's behind the Mac Mini shortage
(04:07) China goes OpenClaw crazy
(06:28) Perplexity builds on a Mac Mini
(07:12) The edge case for Apple
(09:05) Apple Moat 1: hardware
(11:31) Apple Moat 2: privacy
(15:47) The K problem: when good enough beats genius
(18:08) Privacy, sovereignty & the diary problem
Read my old position on Apple: https://www.exponentialview.co/p/ev-515
For more practical info about my OpenClaw stack: https://www.youtube.com/watch?v=aCG3dFRF3ek
----
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1.
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More shows like Azeem Azhar's Exponential View
View all
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
542 Listeners
The McKinsey Podcast
407 Listeners
The Knowledge Project
2,684 Listeners
Conversations with Tyler
2,456 Listeners
The a16z Show
1,095 Listeners
HBR IdeaCast
157 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,375 Listeners
Cold Call
191 Listeners
Masters of Scale
3,977 Listeners
Y Combinator Startup Podcast
226 Listeners
Women at Work
1,375 Listeners
Dear HBR:
744 Listeners
After Hours
1,249 Listeners
Google DeepMind: The Podcast
198 Listeners
Machine Learning Street Talk (MLST)
97 Listeners
Dwarkesh Podcast
564 Listeners
Big Technology Podcast
506 Listeners
Hard Fork
5,539 Listeners
Coaching Real Leaders
676 Listeners
No Priors: Artificial Intelligence | Technology | Startups
145 Listeners
AI + a16z
32 Listeners