> Apple has a ridiculous, almost unfathomably deep moat for.. running personalised... Apple has decent hw but no LLM software. Unfortunately, in LLM space soft

> Apple has a ridiculous, almost unfathomably deep moat for.. running personalised... Apple has decent hw but no LLM software. Unfortunately, in LLM space software changes are the ones driving performance for now, since the space hasn't stabilized yet. Since their competitors control the software, they get to adapt it to their hardware. That is, Google and Microsoft are going to adapt GPT/Bard to Qualcomm ARM etc. while Apple is being ignored. Unless Apple gets in with their own LLM (quite possible), their hw advantage will end up not mattering one bit.