This week gave us a tale of two signals. On one side, NVIDIA kicked the doors off the hinges. On the other, Apple tightened the locks. That's the story. And if you're paying attention, it tells you exactly where this is headed. Because these are not random events. They are not isolated product moves. They are two completely different reactions to the same underlying shift. NVIDIA is behaving like a company that understands the future gets won by accelerating capability. Apple

Almost two years ago, I wrote about a future where our operating systems wouldn’t just sit there waiting for input—they’d morph . They’d...