Yeah, Apple just designs and writes the SoC, CPU, graphics unit, neural unit, compiler (Swift), OS, graphics layer, 3D API, core libs from graphics to persistence, filesystem, broadband chip, and a few more things besides...
AI models in the end are just commodities the computer using public is not going to pay for them directly, in short, they’re not gonna bail out OpenAI, Meta, Google, Microsoft, Anthropic.
Yeah, Apple just designs and writes the SoC, CPU, graphics unit, neural unit, compiler (Swift), OS, graphics layer, 3D API, core libs from graphics to persistence, filesystem, broadband chip, and a few more things besides...
Notably good models are not on that list.
AI models in the end are just commodities the computer using public is not going to pay for them directly, in short, they’re not gonna bail out OpenAI, Meta, Google, Microsoft, Anthropic.
Neither are other capex heavy items like chip fabs.
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Yeah, that totally makes them merely assemblers then /s
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