AI delusion
The tech world is currently suffering from a collective case of FOMO. Startups and giants alike are rushing to inject AI into every corner of our lives, often without asking the most basic questions: Who is this for? And do we actually need it?
If you look at the most popular AI use cases today, a clear pattern emerges. AI will read your emails, summarize the news, organize your cluttered files, and talk to your customers.
To someone with 15,000 unread emails, this sounds like heaven. But this reveals a deeper issue: Why did we create the mess in the first place? We are using AI as a digital vacuum cleaner to suck up the dust of our own making. Before the AI era, there were already countless apps designed to “manage your life,” yet life only seemed to get more complicated.
We’ve forgotten that life, at its core, can be simple. A forest monk lives with fewer than ten items; a disciplined minimalist might only receive three emails a day. If you declutter your digital life and stop creating messy things at the source, the “need” for an AI assistant to manage them simply evaporates.
There is a fundamental rule in economics: anything with an infinite supply eventually trends toward zero. We are seeing this happen with software. AI can now generate code, images, and text from a single raw material: ideas. Even “Prompt Engineering”—a career that some claimed would define the future—lasted barely 12 months before AI began prompting itself better than any human expert could. When software becomes an infinite commodity, the “Red Ocean” of AI software becomes a race to the bottom.
For a decade, we were told the PC was dead and mobile was the future. A generation of “digital natives” grew up with touchscreens, often reaching adulthood without knowing how to navigate a file system or use a physical keyboard because iPads and smartphones made consumption so easy.
But AI has flipped the script. AI is a creation engine, and you cannot effectively build, code, or “operate” AI on a 6-inch screen. To “Vibe Code” a new application, you need multiple windows, a terminal, and a stable environment.
The irony of the AI era is that to use the most futuristic technology, we have to return to the most traditional tool: the workstation. Whether it’s a high-end Mac or a minimalist Chromebook, the keyboard has regained its status as the steering wheel of the digital world.
While critics claim Apple is “losing” the AI game because their software isn’t as flashy as competitors, they are likely playing a different game entirely.
If software is an infinite commodity, the physical tool used to create and run that software becomes the ultimate prize. By focusing on hardware—like a “MacBook Neo” targeted at those buying their first real computer—Apple positions itself as the gatekeeper. AI companies can build all the software they want, but they must make it run beautifully on a MacBook because that is where the “ideas” happen. Apple isn’t competing to build the best AI; they are building the essential tool that every AI user needs to operate.
When the world gets messy and the hype gets loud, the instinct is to jump in. But the deepest insights come from contemplation, not rushing.
In a world obsessed with adding more, there is a massive competitive advantage in having less. We don’t need to enter every competition. Sometimes, the only way to win a saturated, chaotic game is to refuse to enter it entirely. Winning the game is often just stepping out of it.
Because every single person who uses AI needs a machine to run it on. And only Apple makes a MacBook.
The software war has 10,000 competitors. The hardware game has three.
Sometimes the smartest move in a crowded room is to quietly own the door.