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I guess this looks moat shaped. And seems to be aligned well with Apple too: their focus on privacy, their hardware performance gains, their ai assistant produ
by thih9 3y ago
I guess this looks moat shaped.
And seems to be aligned well with Apple too: their focus on privacy, their hardware performance gains, their ai assistant products.
Apple is good at launching new product categories, ahead of competition. The apple watch had no competition for the first couple of years after launch, ipads are a class of its own, I wonder if they’re planning a similar move with ai too.
- MBCook 3y agoIt could end up a very big advantage. Apple has been using their Neural Engine for a couple of years now, and it’s obviously been noticed. Other companies are now starting to include similar blocks in their CPUs. They could be a match or even better, or they could end up looking like an old integrated graphics card against a discrete GPU. Time will tell us how much of a difference all of this makes.