Obviously they are playing 12d chess. They stopped selling high memory machines, they stopped selling pro machines. They are the king of local Ai compute, definitely not stumbling backwards into a product category they didn't know existed.
With their apple finger right there on the pulse, they are going hard on the VR/AR glasses (following the lead of the visionary CEO of facebook), cars and folding phones. By the end of the year (tm) we 100% will have all the features that were showcased and demonstrated 2 releases ago.