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Jury is out on that one -- will have to see what happens in the next couple of years. I don't think you can say better off with full confidence right now. Ver

• JumpCrisscross 4mo ago
  > will have to see what happens in the next couple of years. I don't think you can say better off with full confidence right now We can't say for confidence they'll find a niche in the AI world. But we can say they probably sat out some value-destroying capital investment. Like, I don't think Apple is going to wind up strategically worse off than Meta. But it won't have blown a metaverse on this.
  • boringg 4mo ago
    Well I think those are different. Most everyone outside of a core believer knew metaverse was a bad investment and total value destruction. Im not sure that Apple's strategy will pay out -- they may avoid the heavy capex lift but if that strategy is successful they ill have missed the strategic upside. Thats the part the jury is out on. They've taken a more deliberate approach which might be the winning one ... tbd. We should re-check this in 3-5 years to re-assess.
• lelanthran 4mo ago
  > I don't think you can say better off with full confidence right now. Of course we can - they managed to avoid spending 100s of billions while still giving their users AI... There is no future in which the entire world is beholden to the current VC-backed companies for AI. IOW, there is no moat.