Apple Ships the Speakers This Month. The Brain Arrives Later.

We are currently living through the great shipping gap, a period where the hardware on your desk is moving significantly faster than the software meant to animate it. As noted in The Shipping Month Is Here: What Actually Lands in Your House Before December, and What Ships Without Its Agent , we are essentially placing bets on a capability timeline. When you buy a device today, you are not just paying for the chassis and the screen; you are buying a seat in a queue, hoping that the ‘agent’ promised in the marketing materials eventually shows up to do the work. Apple’s strategy for October 30 is the clearest example of this hardware-first, intelligence-later approach.

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