06-reference

stratechery interview horace dediu apple 50

Interview: Horace Dediu About Apple at 50

90-minute interview with Asymco’s Horace Dediu on Apple’s 50th anniversary. Covered Dediu’s career in tech, Apple’s history through the integration lens, and prospects for the next 50 years in the face of AI. Discussion explored how tech has changed over five decades, why AI makes even the most reliable narrators of history uncertain about the future, and the tension between Dediu’s “most brilliant move in corporate history” thesis (Apple licensing AI instead of building it) versus Thompson’s argument that model+harness integration may undermine the commodity-models assumption.