Apple Is the King of AI and Nobody Knows It
The author argues that Apple is positioned to dominate the AI landscape by focusing on edge computing rather than cloud-based training. The piece contends that as AI models become commoditized, the hardware running them locally will become more valuable than the chips used to train them.
Why it matters
It challenges the current market consensus that NVIDIA's dominance in training hardware is the definitive endgame for the AI industry.
1,879 278 266 Share I want this on the record, with a date on it: July 17, 2026. Apple is the number one, undisputed king of AI right now, and almost nobody knows it. NVIDIA is a dead man walking.
I’ve been beating this drum in private for months — in group chats, on calls, to anyone who’d sit still long enough. Every few weeks another headline lands that makes me look a little more like a prophet, and I’m tired of watching my own take show up in other people’s think pieces six months from now. So I’m writing it down. This is an opinion piece. It’s my opinion. It also happens to be correct, and I’m going to show you the receipts.
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