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Azeem Azhar's Exponential ViewAuthor: Azeem Azhar
How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change. Language: en Genres: Business, Investing, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Why I changed my mind about Apple and AI
Episode 37
Wednesday, 18 March, 2026
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 ---- 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 at Substack: https://www.exponentialview.co/p/ev-515 For a practical guide my OpenClaw stack, click here: https://www.youtube.com/watch?v=aCG3dFRF3ek ---- Where to find me: Exponential View newsletter: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azeem/ Twitter/X: https://x.com/azeem Production by EPIIPLUS1. Production and research: Baba Films, Chantal Smith, Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
