I would guess, and it is a guess, that there are two reasons apple is “behind” in AI. First, they have nowhere near the talent pool or capability in this area. They’re not a technical research lab. For the same reason you don’t expect apple to win the quantum race, they will not lead on AI. Second, AI is a half baked product right now and apple try to ship products that properly work. Even Vision Pro is remarkably polished for a first version. AI on the other hand is likely to suffer catastrophic security problems, embarrassing behaviour, distinctly family-unfriendly output.

Apple probably realised they were hugely behind and then spent time hand wringing over whether they remained cautious or got into the brawl. And they decided to watch from the sidelines, buy in some tech, and see how it develops.

So far that looks entirely reasonable as a decision. If Claude wins, for example, apple need only be sure Claude tools work on Mac to avoid losing users, and they can second-move once things are not so chaotic.