Apple's wait-and-overtake playbook: is AI chat next after the Duo?

dbreunig · x · 2026-09-10

The author revisits Apple's repeated pattern of waiting and overtaking: Mac after PCs, iPod after MP3 players, iPhone after smartphones — letting tech mature, then winning on experience.

Duo is a smaller instance: the underlying tech has existed for nearly a decade with little attention. The biggest open question is whether Apple runs the same playbook on AI chatbots.

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