Comment by timewizard

> Nobody currently has a mass-market killer app for AI.

There's literally millions of them. The gulf is that the current technology cannot possibly do any of those things.

> Everyone is building out capabilities

They're burning billions on a method that has already started showing diminishing returns. There's no exponential growth on the horizon with the current stack.

> while they fool around with various silly applications in the meantime

If you told me this was your business plan I would short everything of yours I could.

> but Apple is smart to have built all the infrastructure nonetheless.

An infrastructure that will be outdated and unjustifiably expensive in 5 years. It's like we're pretending that the history of business for all time has nothing to do with the business of AI.

Those unwilling to stare history in the face will be eaten by it.