Apple’s blockbuster holiday quarter was impressive — but it shouldn’t give cover to avoid an AI reckoning. Also: A new MacBook Pro is planned for the macOS 26.3 release cycle; the company explores a clamshell follow-up to its upcoming foldable phone; and an updated AirTag finally rolls out.

Last week in Power On: Inside Apple’s AI shake-up and its plans for two new versions of Siri powered by Gemini.