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Yea, I think it’s smart, too. There are multiple companies who have spent a fortune on training and are going to be increasingly interested in (desperate to?) s
by drob518 10mo ago
Yea, I think it’s smart, too. There are multiple companies who have spent a fortune on training and are going to be increasingly interested in (desperate to?) see a return from it. Apple can choose the best of the bunch, pay less than they would have to to build it themselves, and swap to a new one if someone produces another breakthrough.
- Fiveplus 10mo ago100%. It feels like Apple is perfectly happy letting the AI labs fight a race to the bottom on pricing while they keep the high-margin user relationship. I'm curious if this officially turns the foundation model providers into the new "dumb pipes" of the tech stack?
- drob518 10mo agoIt’ll be interesting to see how it plays out. The question is, what’s the moat? If all they have is scaling to drive better model performance, then the winner is just whoever has the lowest cost of capital.
- raw_anon_1111 10mo agoThis isn’t a mystery - it’s Google
- drob518 10mo agoYea, I think that’s probably right, unless something unexpected changes the game.
- ivell 10mo agoGoogle seems to thrive on commodity products. Search, EMail, etc. It is their strength to take commodity products and scale it well.
- whywhywhywhy 10mo agoAs if they really have a choice though. Competing would be a billion dollar Apple Maps scenario.