Apple’s Distribution Moat: Why a So-So AI Strategy Doesn’t Sink Them (Yet)

This week, Apple will hold annual iPhone event and unveil its next generation of iPhones along with a bunch of other hardware including watches, AirPods and more. But the conversation for much of last year has been around Apple’s AI misfires. While I think Apple’s AI strategy has been a miss thus far, I also believe they are remarkably insulated due to their incredible distribution moat. Some thoughts.