Sure in the medium-long run they'll still make computer-like experiences that let people learn, create, and work, and those will be enabled by increasing investment in AI infra, but at their heart Apple is a hardware company and must rely on that incredible strength to be the physical embodiment of technology. Robots will be part of the mix of hardware that will do those things, as well as act as an omni-appliance that does all of the other home things (dishwashing, cooking, washing clothes, cleaning, massages, diy crafts, play, walking the dog, etc) as well as entire categories of need like social work, light industrial work, etc. Those are all new markets that Apple could have an incredibly significant role in.

This is why I'm not super bummed that Apple isn't a meaningful AI datacenter hardware player. I think that's just the enabling technology for the markets that Apple really would be the single best company in the world to handle, specifically all of those addressed by the personal robot.

I think Apple will naturally find its way to the personal robot in the next decade. The issue I think they'll struggle more with a cultural one. I think the biggest shift that needs to take place at Apple is an increasing focus on whole-life use cases enabled by AI, rather than hiding behind the idea that third parties are the ones to deliver those use cases. Apps are done, they present walls between use cases where none should exist. And because apps are run by companies that want things that may come at the expense of users, apps also add a great deal of cognitive overhead in terms of dealing with third party brands and motivations, and all the subtle things that the buttons on screen actually mean to the user beyond their immediate function (can i trust pressing this? what does the system behind this button do and does that align with what I want?). Life is a holistic and integrated experience, but the way computers present life, in terms of the many domains various apps occupy, is siloed and untrustworthy. This is the business tension and power struggle I see arising most in the next decades in the consumer software industry.

I agree the Nvidia developer play was something they could have done, and it definitely would have increased shareholder value if they'd had any passion for that kind of work. I don't think it would have cost them too much in terms of who they are either, at least at first. My sense is the personal & small cluster market is an inconsequential market, even though their entrance would have undoubtedly enlarged it. Local models are just a very niche thing, and that has to do with the state of technology not any particular hardware availability. The majority of the effort would have had to been at the datacenter side to capture any significant value, and that's where it would have been a pretty big change in company culture.

Anyway its fun to speculate which paths get them where. I'm swayed by the implicit part your argument which is that the Nvidia play was knowable in advance had they just been engaged with the (mac) pro market more, which is where they would have gotten the signal earlier on AI's growing opportunity.