I still feel like they are in an incredible position when it comes to AI because of their hardware integration/advantage across all of their devices. I think they see immense value in getting things on-device and not having to rely on any of these other companies.
bigyabai|2 months ago
Now, maybe it would be justifiable if there were great local AI experiences on iPhone, or an easy $5 trillion to be made elsewhere. Until then, Apple is bleeding money hand-over-fist by refusing to sign the CUDA UNIX drivers and sell the rackmount Mac as a cutting-edge TSMC inference box. The Grace superchip is absolutely eating Apple's ARM lunch right now.