Harry Thomas @plasteredlips - Twitter Profile

Let’s get this straight: Apple was never actually “worried” that it would fall behind in AI even with the Siri AI fumble for two years It was more worried about the narrative that media kept pushing that it had and would fall behind. There was zero chance it wouldn’t be able to catch up That was never gonna happen. Apple has a massive moat: its user install base I’ve said this a million times: every move it makes needs to be very calculated now because any screw-up would have epic-proportion consequences. For something as fast-moving as AI and especially generative, it was never a question of IF Apple could catch up and surpass its competition but WHEN Now that Apple has really stepped into the arena with Siri AI, all these AI software/service companies without a moat are shitting their pants because they don’t have the same system-level access of Apple’s tightly integrated hardware and software Why do you think OpenAI and Meta are scrambling to fast-track hardware? They quickly realized they need their own moat. Problem is: Apple customers already live within very tall walls they aren’t interested in leaving. Most are very happy inside the walls. It’s a choice. Meta is constantly shooting its feet off with its terrible privacy-invading features and an ideas. In every thing that Meta makes, YOU are the product. Zuck could have changed that with smart glasses, but time and time again has proven its policy is to apologize and rollback later after it’s done ick after ick So the race was always gonna be: can Apple catch up with AI faster than AI companies could make their own hardware? Guess who is king of hardware? And oh hardware is very hard. You can’t just “walk in” anymore. The economies of scale for hardware are tougher than ever thanks to the chains of iOS (and Android). Apple walked in with the iPhone and disrupted the mobile and PC because back then the chains didn’t exist for any platform. You could move freely between devices because true ecosystems didn’t really exist with the shitty software back then It’s not an impossible task and companies like OpenAI absolutely should try to make hardware especially if they have the resources but it’s gonna be very very hard. Even with Jony Ive

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