It's simply the fact that things are changing so fast, money is pushing tech beyond what we imagined. Crazy but the M4 will look dated by the time it's fully launched. Nvidia has already outdone its own Blackwell before it's fully launched. We have no idea what is going to happen in 5 years, we could plan 5 years out set roadmaps. Unimaginable, but Google or an Apple could be Sears, as in nobody ever thought Sears would go away. Really if you look into AI and robots, it's not like it was even 2 years ago, and experts admit they don't even know how this is possible with LLM's.
I think this is exactly what Craig is seeing, yeah I think Apple was caught off guard, the top experts in AI were caught off guard. So Honestly if Apple didn't collaborate with OpenAI, I think it was lights out. Even now odds are pretty good the entire OS will still need to be overhauled. Apple has a HUGE hill to climb when it comes to people using Macs for work, art or music, because businesses will need very powerful computers or powerful cloud computing, that is why they are moving to change server side chips so fast. Today you have tons of people doing art or music, but people/business will have to train all their back catalog on AI, AI training takes a ton of compute.
Apple along with everyone else was not expecting this, Microsoft is ahead now because of a gamble, a bet, the bet paid off. Now Sam Altman is riding giants, will he tame them and overcome them? Or will the giants throw him off?
I side with Craig, he is 100% right in working with OpenAI, Apple is doing big things with AI, but OpenAI is years ahead so the risk is worth it.