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The rest of the FAANG has invested very heavily in cloud while Apple seems to be a laggard. GCP, AWS and Azure are all publicly available products, and cloud at
by Hasz 7mo ago
The rest of the FAANG has invested very heavily in cloud while Apple seems to be a laggard. GCP, AWS and Azure are all publicly available products, and cloud at Netflix, Meta seems very mature for a private offering.
This is not a huge disadvantage in my opinion. Let the rest of big tech fight each other to death over cloud, while controlling a very profitable differentiated offering (devices+services). Apple keeps the M series HW out of data centers, even though it presents some very attractive performance/w and per-core numbers.
- 4fterd4rk 7mo agoI think you're correct on it not being a disadvantage. Apple's competitors are the Android OEMs, Microsoft, and Dell. Apple Intelligence is a failure only in the sense that we hold Apple to a higher standard. Can anyone argue that Apple's AI implementation is more flawed than Microsoft? I don't think so.