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If only we could buy 1TB of unified memory in a Mac for $1k-$2k in total hardware costs. Apple would basically be able to extinguish the entirety of the market

If only we could buy 1TB of unified memory in a Mac for $1k-$2k in total hardware costs. Apple would basically be able to extinguish the entirety of the market cap for Nvidia, OpenAI, Anthropic, and others all at once. In 10 years, I hope my MacBook Pro can run today's frontier models and has 1TB of unified Memory.

manoDev 4mo ago
I’m bullish on Apple because of that. Tech waves always oscillate between mainframe/thin-client models at first, then commodity hardware catches up. Apple is well positioned to deliver that with the M series, all it takes is for the current AI bubble to pop a bit and memory costs go down.
dboreham 4mo ago
The people who train the frontier models want to recover their costs, so they're not going to let you do that.
shadowpho 4mo ago
Why can’t Apple launch a $50k product for $1k? Everyone would buy it!
- tempoponet 4mo ago
  To go further down this pipe dream - Anthropic / OpenAI would buy them all and still price out the consumer. There's no end-run in this scenario.
  - shadowpho 4mo ago
    Well everyone would. How many would you buy if you could turn around and sell them for $30k easily lol? It’s like saying “well if Subaru launches a nice hybrid suv for $1k it’ll sell like pancakes” and yeah.. but it costs more in steel/ram to build that lol
jayd16 4mo ago
They want you to buy four 256GB Studios and link them with ThunderBolt.
- Danox 4mo ago
  Yes, particularly if that memory is designed and engineered by Apple in house like Apple Silicon in house and manufactured by TSMC on shore somewhere in the United States.
connicpu 4mo ago
The Nvidia GB300 DGX Station, which isn't even going to hit 1TB total memory, is expected to launch at almost $100k. Bit of a pipe dream with memory prices where they're at.
- FuriouslyAdrift 4mo ago
  There are multiple server systems available right around the $100k range that have 512B of GPU RAM right now (4x AMD Instinct MI300A) GIGABYTE G383-R80-AAP1 for example
bigyabai 4mo ago
> Apple would basically be able to extinguish the entirety of the market cap for Nvidia I don't think you understand why people buy Nvidia hardware if you're beating the "just add more dual channel DDR, bro" drum. Apple wouldn't even be able to extinguish AMD with a product like that, it's all slow memory being fed into a raster-first GPU architecture.

manoDev 4mo ago

I’m bullish on Apple because of that. Tech waves always oscillate between mainframe/thin-client models at first, then commodity hardware catches up. Apple is well positioned to deliver that with the M series, all it takes is for the current AI bubble to pop a bit and memory costs go down.

dboreham 4mo ago

The people who train the frontier models want to recover their costs, so they're not going to let you do that.

shadowpho 4mo ago

Why can’t Apple launch a $50k product for $1k? Everyone would buy it!

tempoponet 4mo ago
To go further down this pipe dream - Anthropic / OpenAI would buy them all and still price out the consumer. There's no end-run in this scenario.
- shadowpho 4mo ago
  Well everyone would. How many would you buy if you could turn around and sell them for $30k easily lol? It’s like saying “well if Subaru launches a nice hybrid suv for $1k it’ll sell like pancakes” and yeah.. but it costs more in steel/ram to build that lol

jayd16 4mo ago

They want you to buy four 256GB Studios and link them with ThunderBolt.

Danox 4mo ago
Yes, particularly if that memory is designed and engineered by Apple in house like Apple Silicon in house and manufactured by TSMC on shore somewhere in the United States.

connicpu 4mo ago

The Nvidia GB300 DGX Station, which isn't even going to hit 1TB total memory, is expected to launch at almost $100k. Bit of a pipe dream with memory prices where they're at.

FuriouslyAdrift 4mo ago
There are multiple server systems available right around the $100k range that have 512B of GPU RAM right now (4x AMD Instinct MI300A) GIGABYTE G383-R80-AAP1 for example

bigyabai 4mo ago

> Apple would basically be able to extinguish the entirety of the market cap for Nvidia I don't think you understand why people buy Nvidia hardware if you're beating the "just add more dual channel DDR, bro" drum. Apple wouldn't even be able to extinguish AMD with a product like that, it's all slow memory being fed into a raster-first GPU architecture.