I do think they kind of lucked into it by focusing on SoC and unified memory before LLMs got big, and now they are really well positioned for running local models like Qwen.

Coral and others had this figured out before Apple. Not to downplay the significant effect they will have, but it was clear from the first little text and image classification pop after deep dream that the technology would bifurcate into little ml that runs on phones and computers and big ml that they use to trade watt hours in rural areas.