Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.

Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.

To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co

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Apple may have stumbled into one of the most defensible positions in AI. This was not on my radar – just two months ago, I was describing a credibility crisis at the company; they appeared wrong-footed on the most important technology of our times and an acquisition was their only plausible way out.

In this episode I work through what I and many other commentators missed – and what road lies ahead for Apple. I cover:

(01:16) Why I was wrong about Apple

(02:40) What's behind the Mac Mini shortage

(04:07) China goes OpenClaw crazy

(06:28) Perplexity builds on a Mac Mini

(07:12) The edge case for Apple

(09:05) Apple Moat 1: hardware

(11:31) Apple Moat 2: privacy

(15:47) The K problem: when good enough beats genius

(18:08) Privacy, sovereignty & the diary problem

Read my old position on Apple at Substack: https://www.exponentialview.co/p/ev-515

For a practical guide my OpenClaw stack, click here: https://www.youtube.com/watch?v=aCG3dFRF3ek

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Where to find me:

Exponential View newsletter: https://www.exponentialview.co/

Website: https://www.azeemazhar.com/

LinkedIn: https://www.linkedin.com/in/azeem/

Twitter/X: https://x.com/azeem

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Why I changed my mind about Apple and AI

Azeem Azhar's Exponential View