Apple turns 50 years old tomorrow. I’ve been using its products for 48 of those years.
48 years. Over those five decades, my relationship with Apple has shifted as dramatically as its market cap. And not, I am afraid, in a good way.
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Last night I dreamt I was merging onto a rushing freeway. My on-ramp was far too short, a concrete embankment hemmed me in to the right. Faceless, speeding vehicles filled the lanes; integrating with them would require icy determination and perfectly executed timing. Missing the merge would bring certain death. The dream began after the point of no return – I was already accelerating into the flow, braking was not an option.
Do, or die.
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It’s “phase two” of the AI boom, and the claws are out.
Back at the tail end of 2024, I wrote these words: “2025 will not be the year AI agents take off. As the bloom came off the Generative AI rose in 2024, everyone started talking about AI agents as the Next Big Thing. Google, Apple, OpenAI, Microsoft, Meta, Amazon – all of them (and about a million startups) are trying to build user agents for both enterprise and consumer use cases. I’m a huge fan of the concept, but for now, it remains just that. Reasoning agents that book your travel, negotiate your insurance bills, or manage your calendar simply will not work if they are beholden to the same business models currently driving Big Tech.”
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I was going to write a long piece on the implications of the ongoing cage match between Anthropic and the US government, but as I dug into the research, I realized that hot takes on subjects this complicated rarely add much value to the debate. I’m going to let things cool a bit and take another run at it down the road.
But something important kept tugging at me as I was reading up on what I believe is the most significant regulatory action ever taken in the tech industry (if you believe listing a major US company as a “supply chain risk” is NOT government regulation, you’re fooling yourself).
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