Comment by swatcoder
11 hours ago
If a new premiere high-margin product sells out "within a month" that means there's a disruption in sales and an opportunity for competitors to meet the demand they just generated while manufacturing/distribution tries to catch up.
It would absolutely represent either a mis-estimation of demand or compromise to some supply/manufacturing bottleneck that they couldn't overcome without sending their release calendar into chaos.
I think I agree with the economic sentiment in general but who is the competitor that can even make something comparable? And by that I mean: Matches the memory amount, the memory bandwidth, the form factor, the power draw, the compute and the OS
In it's role as a local AI engine (for inference, training, or fine-tuning) you don't need to compete on all those factors to be a viable competitor if this were sold out.
Those are hard-to-beat features for typical Apple users, for sure, but this is aiming for a different niche and the potential buyers in that niche may not be as concerned with form factor or power draw (for instance), and some may even see the OS as a negative factor. Those are just factors that happen to come along for the ride since it happens to be an Apple product.
Sounds like a great way to generate interest and FOMO.
Did you know the McRib is back?
But only for a limited time so you better act fast!