THE VIBE SHIFT AMONGST APPLE DEVELOPERS

Summary from the TLDR newsletter

Apple's AI product offerings are non-competitive. Software development is moving faster than ever before, and Apple looks like it is increasingly likely to miss out on a generation of developers conditioned on tools like Cursor, Replit, or v0. The company's AI tools remain notably absent. AI may change the equation enough for Apple to shift its stance, but that could take years. Apple could change all of this with web distribution, but that would be very risky for the company.