The Company Everyone Says Lost the AI Race Is Building the Layer Every AI Winner Has to Use.
Everyone thinks Apple lost the AI race. Google shipped agentic features on Android months ago. OpenAI has 900 million weekly users. Anthropic’s agents are writing compilers. And Apple, the company with more than 1.5 billion iPhones in the pockets of the highest-spending consumers on Earth, is still shipping notification summaries that hallucinate news headlines.