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Meanwhile: "Apple Says It Will Add 20k Jobs, Spend $500B, Produce AI Servers in US" https://www.bloomberg.com/news/articles/2025-02-24/apple-says-it-will-add-20

Meanwhile: "Apple Says It Will Add 20k Jobs, Spend $500B, Produce AI Servers in US" https://www.bloomberg.com/news/articles/2025-02-24/apple-says-it-will-add-20-000-jobs-spend-500-billion-produce-ai-servers-in-us https://www.bloomberg.com/news/articles/2025-02-24/apple-say... https://news.ycombinator.com/item?id=43158168 https://news.ycombinator.com/item?id=43158168

numbsafari 2y ago
This has nothing to do with supply/demand, and everything to do with geopolitics.
- FrustratedMonky 2y ago
  You think they would spend 500B without thinking there will be any demand?
  - rsynnott 2y ago
    You're missing the key phrase. "Says it will". Companies, of course, say all sorts of things. Sometimes, those things come to pass. But not really all that often.
    - slashdev 2y ago
      Apply said the same thing the last two election cycles. They seem to be eternally indicating they're investing multiple hundreds of billions in the US. What they actually followed through on, is what I want to know.
  - dboreham 2y ago
    The 500B is just something to put on a press release.
  - sangnoir 2y ago
    It cost Apple $0 to say they'll spend $500B.
turnsout 2y ago
If Apple can pull off "Siri with context," it will completely annihilate Microsoft's first mover advantage. They'll be left with a large investment in a zero-margin commodity (OpenAI).
- asadhaider 2y ago
  Unfortunately Siri remains near useless at times even with Apple Intelligence™®
  - helsinkiandrew 2y ago
    The "LLM Siri" hasn't been rolled out even in beta, estimates reckon 2026 https://www.macrumors.com/2024/11/21/apple-llm-siri-2026 https://www.macrumors.com/2024/11/21/apple-llm-siri-2026
    - joshstrange 2y ago
      Correct, Apple changing the UI before changing the backend might be one of the more stupid things I’ve ever seen.
      - drowntoge 2y ago
        The messiest launch ever. The renewed UI makes it easy to assume that the LLM-backed Siri is already here but just isn't much better than the old one. A marketing disaster.
    - turnsout 2y ago
      Yes, although before full "LLM Siri," Apple promised an "enhanced" Siri with contextual understanding in iOS 18. The clock is ticking though—WWDC will be here before you know it.
  - ghaff 2y ago
    Just like all the other voice assistants.
- 2y ago
ein0p 2y ago
I have serious doubts about this. Consider that Apple has somewhere around 2 billion users (a very, very optimistic estimate). This would be $250 per user - an utterly ridiculous number to spend on a set of features than nobody even uses. I think this is creative accounting to impress Trump and stave off the tariffs until his term ends.

numbsafari 2y ago

This has nothing to do with supply/demand, and everything to do with geopolitics.

FrustratedMonky 2y ago
You think they would spend 500B without thinking there will be any demand?
- rsynnott 2y ago
  You're missing the key phrase. "Says it will". Companies, of course, say all sorts of things. Sometimes, those things come to pass. But not really all that often.
  - slashdev 2y ago
    Apply said the same thing the last two election cycles. They seem to be eternally indicating they're investing multiple hundreds of billions in the US. What they actually followed through on, is what I want to know.
- dboreham 2y ago
  The 500B is just something to put on a press release.
- sangnoir 2y ago
  It cost Apple $0 to say they'll spend $500B.

turnsout 2y ago

If Apple can pull off "Siri with context," it will completely annihilate Microsoft's first mover advantage. They'll be left with a large investment in a zero-margin commodity (OpenAI).

asadhaider 2y ago
Unfortunately Siri remains near useless at times even with Apple Intelligence™®
- helsinkiandrew 2y ago
  The "LLM Siri" hasn't been rolled out even in beta, estimates reckon 2026 https://www.macrumors.com/2024/11/21/apple-llm-siri-2026 https://www.macrumors.com/2024/11/21/apple-llm-siri-2026
  - joshstrange 2y ago
    Correct, Apple changing the UI before changing the backend might be one of the more stupid things I’ve ever seen.
    - drowntoge 2y ago
      The messiest launch ever. The renewed UI makes it easy to assume that the LLM-backed Siri is already here but just isn't much better than the old one. A marketing disaster.
  - turnsout 2y ago
    Yes, although before full "LLM Siri," Apple promised an "enhanced" Siri with contextual understanding in iOS 18. The clock is ticking though—WWDC will be here before you know it.
- ghaff 2y ago
  Just like all the other voice assistants.
2y ago

ein0p 2y ago

I have serious doubts about this. Consider that Apple has somewhere around 2 billion users (a very, very optimistic estimate). This would be $250 per user - an utterly ridiculous number to spend on a set of features than nobody even uses. I think this is creative accounting to impress Trump and stave off the tariffs until his term ends.