Apple AI's Platform Pivot Potential

In a monologue podcast episode published on March 10, 2025, Ben Thompson analyzes Apple's recent performance in the AI sector, contrasting its setbacks in "Apple Intelligence" with its success in hardware, specifically the M3 Ultra chip. He reflects on the delayed rollout of Apple Intelligence features, attributing it to potential security vulnerabilities and a rushed approach, while highlighting the M3 Ultra's capabilities as a leading consumer-grade AI computer, stemming from Apple's long-term investment in silicon. Thompson suggests Apple should shift its AI strategy from being an aggregator to a platform, enabling developers by providing access to its models and hardware, drawing parallels to Apple's historical success as a platform provider.