Horace Dediu on Apple Sitting Out the AI Spending Race
https://daringfireball.net/linked/2026/03/15/dediu-apple-ai-spending
Horace Dediu on Apple Sitting Out the AI Spending Race

Link to: https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/

Daring Fireball

@daringfireball In a sense, despite criticisms of Cook for certain things (app store, rent seeking, China dependence, software foibles, trump whispering), as a broad strategic direction with Apple Silicon, hardware roadmaps and AI/postpandemic hiring discipline, he is arguably still the best tech CEO in the business....

Re the retiring bit, I think he'll try and outlast the trump admin before turning it over to Ternus.