Why does Apple need a different AI strategy? They make good laptops and people like them (I say this as someone that runs Linux on a framework laptop). Anyone using AI is using their MacBook laptops to use AI already. They're perfectly capable of running LLMs locally if anyone actually wants to do that. I'm not sure shoving a bunch of weird AI crap into the UI is actually what end users want.
I’d guess a matter of control - Apple wants full control of the products and services that it owns and maintains - buying WB/HBO comes with a bunch of baggage around IP stewardship, international contracts around IP that restrict Apple in ways they’d never do with their own content, a ton of employees outside of the Apple corporate structure, etc.