I have written this before, It is not AI with digital automation that worries me, generally speaking I think that is a good direction even thought we are still in early stage.

It is Humanoid, that will change everything. While we are still someway off, if we had PC - > Internet > Smartphone > AI, what is after AI will be Humanoid.

We still have another 4-5 years to go on current AI, and then Humanoid will further carry AI forward. This is similar to how Smartphone made the whole internet population 5 - 10 times bigger, further increasing demand on internet infrastructure. If anything, Apple should work on this. Perhaps the only thing that will be bigger than iPhone.

You say it worries you more than pure digital AI but don't explain. What is it about that humanoids that makes you worry?

I was thinking the other day that Apple is best positioned for drone companions- not even necessarily humanoid, but solving the battery charge problem to have an assistant follow you everywhere.

You’d only have to worry if we still had a long horizon of peace and globalism. With more potential breaks in supply chains, everything will cost a lot more in terms of time and money.