“If I want an app, I literally open up Claude on my phone. I can operate a remote terminal, which is running on my desktop, or I can just use Claude in the cloud.
It can connect to Xcode.
I give it a two-line description. It builds me an app. It ships it to my app store. I open my app store app. The app is sitting there. I click install. 30 seconds later, I have a working app on my phone.
That’s magical. You can literally be at dinner with someone having a conversation, they describe some app they want, you can describe it to Claude, and five minutes later you’re showing them that app on your phone.
That’s why I say it’s kind of the beginning of the end for Apple, because Apple relies on their OS and their apps being better than everybody else’s. The hardware, yes, it’s better, but it doesn’t support their margins and their monopoly, or pseudo-monopoly. So when all your communication starts going through Claude, or through Codex, or through some other agent, when all you’re doing all day long is instead of opening an Uber app, you’re saying, “Call me an Uber,” or instead of opening a workout app, you’re saying, “Where’s my workout app? Track my workout. Make no mistakes,” right?
Then you are just communicating with the agent, and when that happens, then the need for a phone becomes much smaller and smaller.
Maybe there’s a few banking apps and government apps that haven’t ported and don’t have the proper APIs. But these agents don’t even need APIs. They can figure out and create their own APIs on the fly.
The use case stops being your interfacing with your iPhone or your Android phone. Instead, you’re just interfacing with the AI model. And now Apple is using Gemini, which is Google’s AI model. So what’s the difference? I might as well just use an Android phone, because all I need at that point is I need a screen, I need battery, and I need connectivity. And Android’s got that just fine.
And then the apps and user interfaces are being created on the fly for what I need. And yes, for certain things, there will always be best-of-breed user interfaces and you’ll want some familiarity. But even the era of tap, tap, tap, upgrade your system software, drag this over here, hunt for that button, type into that field, all that is going away. It should all be conversational. It should all be agentic. And in that world, Apple loses a lot of its advantages, and then it’s competing purely on, “Oh yeah, we have the best chips and we have the best integrated hardware.”
But that’s not the same margins as Apple of today. That’s more like the margins that Samsung or Lenovo makes, which is not the margins that Apple wants to have. As a consequence, I think its market cap will compress.
I think Apple giving up on AI will go down as the biggest strategic mistake in the tech industry of this decade, and it’s the beginning of the end of Apple’s dominance. ”
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Full Episode: https://youtu.be/lIUEJqIDPcA
