Part 9/11:
When discussing distribution, particularly for a revolutionary product like a new web browser, the conversation turns to possible pathways. Apple is often speculated to acquire or partner with innovative AI firms, potentially embedding these tools into their ecosystem as a strategic move to maintain dominance and sidestep regulatory challenges with Google.
Keith is skeptical, asserting that Apple’s track record on AI and innovation is lacking. Instead, he suggests a more pragmatic approach: Apple should "own" a vertical niche—such as AI assistants or data-driven tools—by focusing on unique data sources and tailored products. This would allow Apple to leverage its existing ecosystem rather than chasing after a new browser gambit that might be unprofitable or irrelevant.