Comment by krisoft

It is not a “should”. At least not in the “we wish it were so” sense.

It is more that there are multiple reasons why this idea (burning an LLM into silicone and deploying it into a device in people’s pockets) requires huge piles of cash and the kind of engineering chops only a few company posesses.

Of course i would like it if a small upstart would do this, but it doesn’t seem likely as a posibility. They won’t have the funds to fab the IC. They won’t have the funds to train and validate the model before burning it into silicone. They can’t absorb the risk of the first tape out going wrong. They can’t absorb the risk of the model being faulty in some subtle way. They don’t have a device to integrate the IC into. They won’t have the funds to develop one. If they somehow would make a device they don’t have the marketing and sales channels built out to get the device into people’s hands in sufficient numbers to justify the development cost.

Basically this idea feels ruinously expensive. Apple has deep pockets, they already have working well-regarded phones, and an ethos of privacy preserving innovation. This is why this idea feels well suited for them and not many others.

Do i want the winners to keep winning? No. But not many others can pay for a moonshot crossed with a manhattan project. They just can’t.