AI obviously doesn't need a dedicated hardware device to succeed. It's having massive success already as people access it from any of the devices they already own.

Smart phone, laptop, headsets, VR goggles, AI can work with all of these just fine.

I think part of Apple's struggles with AI is they can't find a way to tie it to their hardware in a differentiating way. Since it's so cloud based and there are few compelling use cases for running worse models locally, "AI" works just as well on any device.

I don’t agree with that. I see people carrying around iPads, clipboards, physical books, sheets of paper, paper notebooks, dedicated cameras, even walkie talkies. All of those people have smartphones in their pockets as well.