it will become Generally Obvious that Apple has the best consumer AI story among any tech company.

I love my Macbooks and think they can be great for local LLMs in the future. But the vast majority do not care and they do not want to setup complicated local LLMs. They want something that just works on the computer, tablets, and phones - ideally all synced together.

Local LLMs will never be better than cloud LLMs. They can close the gap if/when cloud LLM progress stalls.

Let's not conflate Apple's failure in cutting edge transformer models with good strategy.