This is little more than brand worship dressed up in layers of assumptions of deep strategic genius. Several of the assumptions are also incorrect, as Apple has been trying to make headway in this direction with little success. I get that hn is prone to the reality distortion field but please, we can do better than this.
Even if Apple didn't make any headway into the AI ecosystem, I feel like they are eating other folks legacy businesses for lunch.
They are a huge gaming marketplace while Xbox is faltering. They are a juggernaut in hardware and now moving into the low-end.
Frontier AI is a red red ocean and it feels like Apple's just chosen to sail elsewhere.
But local models will never compete quality-wise with frontier models in a data center.
Yeah, kimi k2 apparently requires 2TB of vram to run[1], and trails the proprietary models in terms of intelligence. There's no world where people are going to be replacing chatgpt or claude code with a local model.
Never say never. Besides, they just need to be "good enough".
> The most brilliant move in corporate history?
de-clickbaiting: Apple is building AI processors into its consumer devices instead of buying chips from Nvidia and building out AI datacenters
It’s not just that. They didn’t spend untold oodles of money on AI that didn’t work out just to have big losses.
Playing it more cool and just buying from someone else has paid off quite a lot for them in that way.
Was that why they did it? I don’t think so. But it sure worked out.