Why I changed my mind about Apple and AI

Why I changed my mind about Apple and AI

March 18, 2026 · 21 min · Episode 37

About this episode

Azeem Azhar discusses his changed perspective on Apple's position in AI and the implications for the company's future.

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.

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