Note that this reserved capacity now has competition from OpenAI, Anthropic, xAI, Meta, Microsoft, Chinese data centers and so on, all willing to pay premium.
If comapnies keep spending half a macbook neo worth of subscription on AI plans monthly per person, Apple is going to have a hard time competing.
Note that this reserved capacity now has competition from OpenAI, Anthropic, xAI, Meta, Microsoft, Chinese data centers and so on, all willing to pay premium.
If comapnies keep spending half a macbook neo worth of subscription on AI plans monthly per person, Apple is going to have a hard time competing.
Companies are spending even more than that if they’re using the $200 subscription worth of tokens on the enterprise plans too.
That's a very big if, though. There's been extensive news coverage about companies increasingly trying to move away from tokenmaxxing
but they move from tokenmaxxing to tokenmidding, not to tokenzero
That's part of why Apple is building on 18A from Intel next year.