Stratechery: Apple's hardware-software integration shines, but its AI blindspot is believing in the primacy of apps

Stratechery · rss · 2026-09-10

Stratechery reviews Apple's latest announcements: the iPhone Duo and Apple Watch Audio Intelligence again showcase the company's hardware-software integration. The piece introduces the idea of an "Intelligent Personal Hub" and argues Apple's biggest AI blindspot may be its belief in the primacy of apps as the basic unit of computing.

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