Apple’s accidental moat: How the 'AI Loser' may end up winning
Summary
This opinion piece argues that as AI becomes commoditized, Apple could gain a strong moat by leveraging on-device inference, contextual data from 2.5 billion devices, and a platform-centric approach. It contrasts Apple’s low infrastructure burn with rivals’ heavy compute costs, highlights Gemini deal and MLX ecosystem, and suggests Apple could own the AI runtime platform rather than the models.