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Product · stratechery.com · Sunday, 9 August 2026

Apple’s AI pivot shows hardware strength, software lag

Apple unveiled the M3 Ultra, proving its silicon roadmap still dominates performance. Yet the Apple Intelligence rollout slipped, exposing a reactive AI strategy that leans on hardware advantage but lags in product execution. The gap could shape how Apple competes with Google and OpenAI in the next AI wave.

Read the source: stratechery.com ↗In the 9 August issue →