Silicon Valley Daily

Signull is smart, so no knock on him.

But the take that "not getting AI" is existential for Apple is wrong.

Consumers are not going to give up their iPhones, especially if 80% of the benefit for frontier models are all available via apps...on their iPhones.

The mythical unicorn "new AI device" won't work because 1) messaging 2) camera won't be good enough 3) manufacturing a consumer-grade piece of hardware with good battery life and build quality in 2025 is still extremely difficult.

Apple can do nothing on AI for the next couple years and then do a good enough job with power of defaults + privileged system access and be fine.

blockspace babe. cultural attaché from ‘06 twitter. adjacent possible fanatic 🌐 UTC–4

sam and jony have a shot. barrier to entry has never been lower. whole paradigm is on the table

the device that would replace an iphone from another company

are you addressing the mythical ai device as apple product, or making a broader statement 

But P/E ratio will go down vs the apps now vs before? Maybe they can pull off the same deal with Google to have Gemini the default search/chat app?

what device do you think Sam and Jony are working on?

I agree not existential, but it limits their growth. The product side has already stagnated, and services are the only thing still growing (I think). Leaving AI to be implemented by third party apps is a blunder to future growth.