Ben Thompson titled it 'The iPhone's Last Stand' — and then spent the piece arguing Apple is fine (stratechery.com)
The setup is a contrast in AI strategy — cloud-resident agents you reach through thin devices, versus a phone that hosts a ~20-billion-parameter on-device model with personal context.
Readers who know Thompson's track record flagged the title as clickbait and questioned his 'consumers don't want to work' premise as cynical.
The flip: a Siri that actually works would be an Apple advantage, not its last stand — and the iPhone gained share in a quarter with no AI marketing at all.