The race nobody else is running: why personal AI belongs on hardware you already own

Mon, 27 Apr 2026 00:00:00 +0000

Tim Cook stepped down this week. The next CEO of Apple is John Ternus, the hardware engineer who ran the Mac transition to Apple Silicon. The new Chief Hardware Officer is Johny Srouji, who built the chips that made the transition possible. Two hardware people at the top of the company, at the exact moment the cloud AI labs are quietly losing money on their best customers.

Nate B. Jones made the case that this is Apple declining the race the rest of the industry is running and lining up for a different one. I think he’s right, and I want to add what I can only add from inside it: this is the race I’ve already been running on a four-year-old machine under my desk, and the people I trust are starting to run it too.

Strategy on Thede Technologies

The race nobody else is running: why personal AI belongs on hardware you already own