Azeem Azhar's Exponential View
Azeem Azhar's Exponential View
Azeem Azhar
Why I changed my mind about Apple and AI
21 minutes Posted Mar 18, 2026 at 4:31 pm.
) Why I was wrong about Apple
) What's behind the Mac Mini shortage
) China goes OpenClaw crazy
) Perplexity builds on a Mac Mini
) The edge case for Apple
) Apple Moat 1: hardware
) Apple Moat 2: privacy
) The K problem: when good enough beats genius
) Privacy, sovereignty & the diary problem
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Show notes
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
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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:
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Read my old position on Apple: https://www.exponentialview.co/p/ev-515
For more practical info about my OpenClaw stack: https://www.youtube.com/watch?v=aCG3dFRF3ek
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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
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