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Stratechery (Ben Thompson)
Stratechery (Ben Thompson)
6/11/2026
An Interview with Ben Bajarin About Apple, AI, and Compute

An Interview with Ben Bajarin About Apple, AI, and Compute

Short summary

Stratechery publishes an interview between Ben Thompson and analyst Ben Bajarin discussing Apple's artificial intelligence compute strategy and competitive position in the industry. The interview was prompted by recent WWDC announcements and examines the broader state of AI compute infrastructure. Bajarin provides expert analysis on Apple's technical direction and standing among competitors in the evolving AI sector.

  • Ben Bajarin discusses Apple's AI compute strategy in context of WWDC announcements
  • Interview examines the current state of AI compute infrastructure industry
  • Expert analysis of Apple's competitive positioning in AI technology

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