Comment by beacon294

LLMs are set to.increase hardware demands a lot. Although I don't necessarily think this is related to the program change.

I know this comment is deep in a thread, but to me it looks like they simply prefer to own the whole apple device payment cycle and not use partners.

BNPL has been a huge bubble outside the traditional credit bubble, this is the same. It doesn't seem like a big divergence excepting that it gives them a contact point and a stick with which to prod customer into a new phone sooner.