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The other part of Apple's strategy is "lets not waste money doing all that expensive research - lets just pay them for the finished result and save money".
by madeofpalk 8d ago
The other part of Apple's strategy is "lets not waste money doing all that expensive research - lets just pay them for the finished result and save money".
- leoc 8d agoApple is probably also waiting for increased RAM supply to start making high-quality local inference a viable mainstream option.
- mandeepj 8d ago> Apple is probably also waiting they could seriously do something about it instead of waiting.
- jamiejquinn 8d agoWhy?
- Danox 8d agoWhatever they do will take 2 to 4 years and I think they will do something to permanently solve their memory problem and I think it will be no different than solving their processor problem (Intel) or their long-term modem problem (Qualcomm). Let Google spend $185 billion, and Microsoft spend $140 billion thru the end of this year on AI model building and AI hardware.
- Grombobulous 8d agoIs that really part of Apple’s strategy? They have recent examples of moving a whole bunch of stuff that requires a lot of research in-house. You’ve got stuff like their silicon, cellular modems, Vision Pro, the health business, etc. Really Apple is pretty R&D heavy when it comes to their hardware business. I think it’s more accurate to say that Apple sees itself as a consumer solutions provider first while a lot of the companies in the AI race are heavily focused on B2B. The frontier AI model race is about being the first to be able to sell solutions to companies that will replace their workers and make their workers more productive. But for B2C, the value potential just isn’t there, which is why Apple isn’t chasing it. And now you’ve got the Mac mini/Mac Studio situation where Apple is better off selling pickaxes.