Memory prices have doubled, Macs and iPads have gone up, and iPhones are expected to follow. Ed Zitron – who writes the Where's Your Ed At newsletter, hosts the Better Offline podcast, and has been described by Politico as the AI boom's most "acerbic gadfly" – has spent years arguing the buildout driving those costs will never pay for itself. We asked him what happens to Apple if he's right. You've been calling AI a bubble since before it was fashionable.
I think this stems from the idea that Apple is a lifestyle company not a technology company. This is part of the reason they’ve been so resistant to join iOS and macOS though we are starting to see those walls fall. Because the touchscreen versus the mouse driven is the lifestyle choice you either choose the lifestyle of iPad or choose the lifestyle of laptop, and now you can choose the lifestyle of spatial.
There are people who really want apple to drop the whole AI thing and go back to doing different lifestyles.