4 ms·
Decent even though Google, OpenAI, Anthropic eating their lunch on AI.
by brcmthrowaway 6mo ago
Decent even though Google, OpenAI, Anthropic eating their lunch on AI.
- uejfiweun 6mo agoThat's the case for now, but I get this feeling that in 3 years we're all likely to just be running local models on Apple Silicon and they're gonna be having the last laugh.
- deleted 6mo ago[deleted]
- ryandrake 6mo agoThey're not really in that business, though, so who cares? It's like saying Apple is eating the other guys' lunch on Swift adoption. Or Microsoft is eating their lunch on Video Games. There's no rule that says "All companies must focus on AI."
- dangus 6mo agoFun fact: selling iPhones and my TV+ subscription I forgot to cancel and don’t even use is a lot more profitable than selling $2 of compute time for $1 (with 0-6 months of moat).
- deleted 6mo ago[deleted]
- jjfoooo4 6mo agoThat they aren’t participating in the AI arms race is very good for current earning
- kalleboo 6mo agoApple is saving a ridiculous amount of money by just licensing Gemini from Google instead of trying to keep up with a frontier model of their own. In a few years when the S-curve has flattened a bit it will probably be way cheaper to catch up if Google then tries to squeeze them.