While I generally agree that local models will gain popularity and Apple is generally well situated to capitalize on this, articles like this are not the way to convince anyone.

Plots with no axis labels or units displayed? In fact if you're literally just comparing two things, why not just write down the two numbers? Or better yet strengthen your argument by comparing more than just literally two options?

And the pictures. You seriously couldn't be bothered to just go find a picture of four Mac minis stacked on top of each other, and had to genai a picture of four vaguely-mac-mini-shaped blocks?

if the author wasn't too lazy - this article could've been way shorter.

but of course author chose to use a.i to write this.

& bury very important points which are 1. Chinese Memory Manufacturers 2. Apple Unified Memory + their own chips which are a result of their 'car' effort.

So the argument of this _very_ Claude written piece is that.. On apple devices you have GPUs with fast-enough unified memory and can link them together?

Okay, fair, but why would I get an Apple device when I can get a Linux device with some monster motherboard that has a dozen memory slots?

This article goes to show that you use AI to produce reasonable sound argument but under the hood the assumptions are still not very defensible.

The way I see it, is that they missed the boat on how powerful those models will become meanwhile other players are integrating deeply into their ecosystem. It might go down as the fall of the empire similar to Nokia, Kodak etc. It is still too early to tell.

> Every historical technology wave ends the same way: the mainframe becomes the PC, the timeshare becomes the laptop, the cloud becomes the edge. The only people who ever argue otherwise are the people selling mainframes.

Perhaps AI serves also as an attempt to reverse course on this: raise prices on general-purpose computing hardware (excluding phones, which are increasingly locked down) so that it becomes again inaccessible to consumers.

If this article was true then Cerebras would be worth at least 2.5T and Nvidia half of what’s worth now. The market seems to be paying a premium for training chips rather than inference. Oh, and there’s also a bubble as you can see in Shiller’s PE ratio here https://www.multpl.com/shiller-pe

The author seems unaware that products such as nVidia’s DGX Spark and AMD’s Strix Halo exist at a similar price point per gig of unified RAM, and I don’t see either company offering less unified memory as time goes on. I think he’s right about Apple doing a good job right now, but wrong about its competitors.

> * The endgame is intelligence as a commodity.

My comment won’t add anything to the discussion. As far as I know I have heard same idea * several times from George Hotz blog posts. I guess that’s what tiny corp wants to do.

I like Apple and think there is an AI bubble, but this article is kind of dumb.

Apple is not doing anything magical with hardware that other companies, including Nvidia, cannot do for roughly the same price/performance. The M series is amazing, but there are comparable products out there now. If you want to say eventually demand for Nvidia will fade because demand for training frontier models will decrease with time, fair, but that doesn’t suddenly make Apple the king of AI.

Also, for new better AI models to happen someone will need to train those new better models and that isn’t going to happen on 5000 Mac minis duct taped together.

The king of AI is yet to ship a modern AI assistant.

It is hard to be the king when it only dominates the market share in a few rich countries.

Unbearable AI slop, flagged.

The retort to this slop runs on usb-c power and was not made by Apple

Any interaction with the iOS 27 beta siri compared with ChatGPT Live quickly disproves this drivel. Also OP seems unaware of their bandwidth contstraints

The new Siri on my iPhone 15 Pro Max is not good. I can still not have a back and forth conversation with it as I can and have had using chatGPT on my same phone for the past many years. I.E. Asking it a follow up question leads to it spinning/waiting and 95% of the time hearing the same old Siri trick, "Can you try that again something went wrong." The amount of times I hear chatGPT say that is 5% out of 100% and again on this same old Pro Max phone since Sept 2023. I have been running each beta now on the 3rd (maybe the next will fix this?).

If not Apple should sue Open AI to oblivion to just then buy it. Their voice conversation tech is unparallel as Gemini (subscriber to both) tries but no way matches theirs.