# Apple AI’s Platform Pivot Potential – Stratechery by Ben Thompson

<https://stratechery.com/2025/apple-ais-platform-pivot-potential/>

- Host: [stratechery.com](https://links.thingelstad.xyz/hosts/stratechery.com/)
- Saved: March 13, 2025 (2025-03-14T01:29:46Z)
- Record: https://links.thingelstad.xyz/links/178bbd8e263e/
- JSON: https://links.thingelstad.xyz/links/178bbd8e263e.json

## What Jamie wrote

As usual Thompson has a very well thought out assessment of Apple's miss announcing that Apple Intelligence's powerful Siri rebuild is going to be pushed probably a year. He pulls from Simon Willison with a guess on what is proving so hard.

> We intuitively get why _code_ injections are bad news; LLMs expand the attack surface to text generally; Apple Intelligence, by being deeply interwoven into the system, expands the attack surface to your entire device, and all of that precious content it has unique access to.

He juxtaposes that, though, with this week’s Apple Silicon announcement, which is incredibly impressive.

> What that means in practical terms is that Apple just shipped the best consumer-grade AI computer ever. A Mac Studio with an M3 Ultra chip and 512GB RAM can run a 4-bit quantized version of DeepSeek R1 -- a state-of-the-art open-source reasoning model -- right on your desktop.

The hardware is there but the software isn't. David Heinemeier Hansson suggests that [Apple is making the mistake Microsoft did with the Internet](https://world.hey.com/dhh/apple-does-ai-as-microsoft-did-mobile-df2c98ca). It is possible. Siri is such a sore spot for Apple and they haven't done enough to address it. Now the intersection of Apple Intelligence delays and the incredible amount of marketing they put in front of this is frankly embarrassing for them.

## Facts

- Kind: [Page](https://links.thingelstad.xyz/kinds/page/)

## Appears in

- [WT313: Weekly Thing 313 / Agentic, Shadows, WireMock](https://weekly.thingelstad.com/archive/313/), Notable

## Same host

- [Meta’s AI Abundance – Stratechery by Ben Thompson](https://links.thingelstad.xyz/links/9ce077650a73/) (stratechery.com, October 30, 2024)
- [DeepSeek FAQ – Stratechery by Ben Thompson](https://links.thingelstad.xyz/links/bb13ee72f1e3/) (stratechery.com, February 3, 2025)
- [An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company – Stratechery by Ben Thompson](https://links.thingelstad.xyz/links/aa63d8467ebd/) (stratechery.com, March 20, 2025)
- [The Agentic Web and Original Sin – Stratechery by Ben Thompson](https://links.thingelstad.xyz/links/dd9812528a0d/) (stratechery.com, May 22, 2025)
- [Content and Community – Stratechery by Ben Thompson](https://links.thingelstad.xyz/links/69c97a42eb60/) (stratechery.com, July 21, 2025)

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## Elsewhere

- Wayback Machine: https://web.archive.org/web/*/https://stratechery.com/2025/apple-ais-platform-pivot-potential/