AsymcoMar 5
Apple’s strategy is actually genius if you think about it https://asymco.com/2026/03/05/apples-strategy-is-actually-genius-if-you-think-about-it/
Apple’s strategy is actually genius if you think about it

“Apple’s strategic pivot to on-device AI could dismantle the AI boom by making models redundant and controlling the distribution gateway.”

Asymco
Show threadshac ron ₪‎Mar 5
@asymco Apple’s strategy was forced upon them by their disastrous AI software efforts. Sitting out the model training wars will turn out to be a huge benefit, but there was no genius behind it, it was pure luck.
Show threadMs Ngo
@shac @asymco The strategic move was not to be too eager to jump in during the early hype phase. I assume that was not an accident.
Mar 5 at 5:32pmMona for iPad