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Our reading
Apple's failure to build a competitive frontier model is due to a fundamental impedance mismatch.
Their wordsAnd yet, I think there is a more fundamental issue that industry pundits keep harping on and circling around, which is that Apple really doesn't know what to do with AI-it's like some sort of fundamental impedance mismatch.
Our reading
Apple's current approach to AI features fails to account for how regular people will perceive them.
Their wordsThen there's the literal tone deafness about things like the Watch's newfound always-on transcription features, and the fact that Apple has pretty much failed to read the room regarding how regular people will think about these new AI features.
Their wordsAnd that is, at a personal level, the thing where I wish Ternus would make allowances, especially now that Apple has stupidly powerful personal hardware-more capable hardware makes those restrictions harder to defend, and app-signing rules need to change.
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