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: https://www.exponentialview.co/p/ev-515
For more practical info about my OpenClaw stack: https://www.youtube.com/watch?v=aCG3dFRF3ek
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Where to find me:
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Website: https://www.azeemazhar.com/
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