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AI in Business

Apple Wins The AI Hardware Race

17 Feb 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 0.952 Jaiden Schaefer

Welcome to the podcast.

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Chapter 2: What is Apple's strategy in the AI hardware market?

0.992 - 1.933 Jaiden Schaefer

I'm your host, Jaden Schaefer.

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Chapter 3: What upcoming AI wearables is Apple developing?

1.973 - 15.991 Jaiden Schaefer

Today on the show, I want to talk about where Apple is in the AI race. Now, if you listen to this podcast for a while, you know that I am famous for kind of begging on Apple, especially considering how it doesn't feel like they've really been at the front of their game and their AI products are always delayed.

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16.271 - 29.108 Jaiden Schaefer

But I want to give them a little bit of credit in this episode for some really interesting projects that they're currently working on, the places I think they can catch up and the places that I think they're doing well. Now, I'm I'll also make a case for why they should be doing better in software.

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29.168 - 34.858 Jaiden Schaefer

But we're going to get into all of that because we actually have some really exciting products that have been leaked or talked about.

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Chapter 4: How are AirPods and Siri being updated with AI features?

35.159 - 51.668 Jaiden Schaefer

And I think they're actually doing more than you know. And I think they're going to benefit more from the AI boom than most people expect for an absolutely ridiculous reason. But we'll break that all down in a second. Before we do, I wanted to say, if you want to try any of the AI models I talk about on the show, Go check out AIbox.ai.

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52.129 - 68.563 Jaiden Schaefer

This is my very own AI tool that I've created where you get access to over 50 of the top AI models. So everything from ChatGPT to Anthropic to Google Gemini to Meta to Mistral, like tons of the top AI models for talking, for image generation, a ton of cool models in there, and for audio, things like 11 Labs.

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Chapter 5: Why has the Mac Mini become popular for running AI models?

68.543 - 85.199 Jaiden Schaefer

For $899, we just launched an $899 tier. So for $899, you get access to over 50 of the top models all in one place. Should save you a ton of money, and you can keep all of your stuff consolidated so you're not having to log into different accounts, having, you know, subscriptions and trials on a ton of different platforms. You get it all in one place.

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Chapter 6: What does Apple's future look like in AI capital expenditures?

85.42 - 89.203 Jaiden Schaefer

Anytime something new drops, you can test it out on AIbox.ai.

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Chapter 7: What is the significance of the special Apple experience event?

89.444 - 107.087 Jaiden Schaefer

I'll leave a link in the description. All right, let's get into what Apple is doing. So over the last couple weeks, there are some reports from the information, which if you don't know, the information is kind of like the... kind of investigative journal place that releases leaks on all of these top companies, especially in AI, it feels like right now. Bloomberg also is kind of reporting on this.

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Chapter 8: How is Apple's hardware impacting the AI landscape?

107.548 - 124.322 Jaiden Schaefer

And both of them are suggesting that Apple is really stepping up their development on not one, not two. but three different AI wearables. And I think some of them are going to be familiar. Others will be brand new products. So right now, it looks like they're trying to really build themselves as a space.

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124.522 - 130.917 Jaiden Schaefer

They've gotten a lot of criticism in the past on how it feels like they've been very slow on the AI software, right? Apple intelligence,

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130.897 - 150.998 Jaiden Schaefer

and even siri getting delayed for years and years with a new ai revamp and then eventually we find out it's just gonna get powered by google gemini i think all of that um you know a lot of people throw a lot of shade at apple but in reality they are doing some really interesting things and i think they want to really make up for all of that with hardware so the first product that we can expect um

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150.978 - 172.051 Jaiden Schaefer

is an AI pendant. So imagine like an AirTag sized little device with a camera on it designed to basically clip onto your shirt. This is very similar to what we saw with the recent pendant that came from Humane, the Humane pin, which had like a projector on it and all this stuff. That was a major flop because it was too expensive and people didn't want it.

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172.392 - 188.461 Jaiden Schaefer

I would actually think it'd be kind of crazy to me if Apple just literally tries to reboot the same product, but a and is successful there, considering Humane was saying it was going to replace the iPhone and displace Apple, and it had a bunch of Apple designers and employees that went over and made that. That would be very crazy to me.

188.902 - 208.955 Jaiden Schaefer

But in any case, their goal is to make this really small, really discreet, and essentially, it's deeply tied to your iPhone. So kind of like how the Apple Watch... is, you know, just sitting there, you can get text messages on it and it's linked very well with your iPhone. It can do a lot. This is, I think, kind of that, but not on your wrist. Not everybody wants a watch.

209.035 - 216.085 Jaiden Schaefer

So they're like, I mean, essentially, I would imagine it's like an Apple watch, but it's not on your wrist. You could just clip it on somewhere else. So

216.065 - 236.069 Jaiden Schaefer

If this actually ships, because they don't always ship everything they work on, it would be Apple's most kind of, I think it'd be their biggest step into having kind of this always-on AI that we've heard people rumor, you know, that they're talking about. So the next product that they are working on is smart glasses. They have internally codenamed these N50.

236.37 - 255.19 Jaiden Schaefer

They're reportedly much further along and a lot more ambitious on this than most people realize. If you read the reports from Bloomberg, It says that Apple is targeting production as early as December this year, and then they're going to be launching them and have a kind of a big release next year. The glasses apparently are going to have really high resolution cameras.

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