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Apple's Hardware Strength, App-Centric AI Blindspot — SkimNews

By Stratechery · Summarized & edited by · 2026-09-10
Apple's Hardware Strength, App-Centric AI Blindspot

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Why it matters: Stratechery's framing pits Apple's hardware-software integration track record against a strategic question about whether its app-centric design philosophy constrains AI ambitions — a tension that matters because the launches in question (iPhone Duo, Apple Watch Series 12) are positioned as the company's AI-relevant new hardware.

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