> it really feels like Apple focused so much on privacy and now has no strategy of how to make that work with AI right now

I see Apple dusting off its OG playbook.

We're in the minicomputing era of AI. If scaling continues to bear fruit, we'll stay there for some time. Potentially indefinitely. If, however, scaling plateaus, miniaturisation retakes precedence. At that point, Apple's hardware (and Google's mindshare) incumbency gains precedence.

In the meantime, Apple builds devices and writes the OS that commands how the richest consumers on Earth store and transmit their data. That gives them a default seat at every AI table, whether they bother to show up or not.