Apple’s leaders claim the company wasn’t late to generative AI, but instead following what has become its familiar playbook: try to be the best, not the first.

Much as the CEO seems awestruck by AI and his just-released Apple Intelligence, he’s more convinced that the tech giant’s health apps will define the company’s legacy.

When Satya Nadella took over as CEO, the company was lumbering and uncool. He cleaned up a toxic culture, crafted the deal of the decade, and put Microsoft back on top.

He’s deep in the defense-startup world as a Founders Fund partner and Anduril cofounder. His bunker, though, isn’t fully prepped for the end times.