Discussion

• @lessin @lessin on x

  Why spend $100B on infra... when we can sell $100B of ‘infra’ to our users and make profit on it? lol apple. [video]

• @ayushmarda07 Ayush Marda on x

  Companies like Amazon, Meta Platforms, and Alphabet are spending aggressively on data centres and AI infrastructure. But one major player seems relatively quiet — Apple. Compared to these hyperscalers, Apple has spent far less on data centre capex. We also haven't seen a very

• @milkroadai @milkroadai on x

  Apple's AI plan is way DARKER and smarter than you think. And Gavin Baker just explained why. He says the real bear case for this AI boom isn't a bubble or a recession. It's your iPhone. Baker says in 3 years, a bulked up iPhone will be able to run a pruned version of a [video]

• @milkroadai @milkroadai on x

  The richest company on Earth just watched its rivals light $650 billion on fire. And did nothing. This might be the most brilliant move in corporate history. Amazon is spending $200 billion this year on AI data centers. - Google, $185 billion. - Microsoft, $114 billion. - [image]

• @beffjezos @beffjezos on x

  Honestly, Apple should be world-leading when it comes to releasing American open source models. They have the cash. They have every incentive to commoditize their complement, most users are buying Mac Studios to run Chinese OSS models. Major security risk. @tim_cook plz fix

• @awnihannun Awni Hannun on x

  M5 Max is faster than M3 Ultra for many MLX benchmarks (prefill 2x, decode for MoEs despite having lower memory bandwidth). Like I said Apple makes the best consumer hardware on the planet. The future of AI feels increasingly hybrid edge + cloud.

• @thekitze @thekitze on x

  the funny thing about this is that 1% of devs will care to implement it meanwhile 99% of iOS apps have implemented intents for the Shortcuts app and other stuff, which can now be used by AI to do stuff without manually tapping in an app apple is now missing the ai part lol

• @hexxrl @hexxrl on x

  we should all learn from $AAPL spend the least in capex but wins the AI consumer hardware market. the shovels in the gold rush for the average joe [image]

• @aughtdev @aughtdev on x

  @__tinygrad__ Let Cook cook. He'll wait at the finish line and all these companies will be climbing over each other to give apple money for exclusive AI access to the iPhone

• @jason @jason on x

  The top .1% of users are playing with local LLMS This will 10x every 12 months.... Until Apple, Dell and MSFT have one on your local device BY DEFAULT in 2028 This takes the local hardware spec race from irrelevant for 99% of users to critical. Going to be insane.

• @duderichy @duderichy on x

  Apple did all this without even doubling their capex

• @peer_rich @peer_rich on x

  i dont really see the endgame of AI labs hundreds of billions of dollars spent for a SOTA model just for a random open source model to come around and similar benchmarks doest it even matter to be “first” to whatever the goal is? or just surviving long enough i.e. Apple will

• @y_molodtsov Yury Molodtsov on x

  @thekitze They are behind but I don't know a single person who switched to Android because of AI. For now, AI is just an app, and App Store has all of them.

• @__tinygrad__ @__tinygrad__ on x

  Think different. [image]

• @gnoble79 George Noble on x

  Apple is going to win the AI race because they're REFUSING to participate. Everyone's laughing at them for “falling behind”. But there's a concept in investing most people misunderstand: The assumption is that whoever spends the most wins. Bigger capex = bigger moat = bigger [vid…