Yeah “See into the future”. They’ve done the business analysis and determined the outcomes you gave. Apple has the confidence as a company to hold back even if the market wants them to do something and know they can hold firm through the irrationality of the market and come out the other side.
One has to wonder how companies like Google and Microsoft will fare when the financial engineering blows up in their faces. I’m guessing they think the government will bail them out.
Apple has always been unusually willing to sacrifice short term hype for long term positioning. That does not guarantee they are right, but it is a very different bet from spending hundreds of billions assuming demand will eventually justify the buildout. If AI demand disappoints, discipline suddenly looks a lot more valuable than scale.
How much compute do you think you need to run kimi locally at mythos fable levels? That ain’t going to work unless people start buying small data centers locally.
He can see into the future.
Future #1: The lifetime of the pure AI companies is limited.
Future #2: Local LLM’s are trending, because “token” prices will go up like crazy.
This isn’t seeing into the future. This is just taking a look at the present.
Present #1: AI datacenters cost a fuck ton
Present #2: No customer is willing to pay the costs of AI unless they sell at a loss
Yeah “See into the future”. They’ve done the business analysis and determined the outcomes you gave. Apple has the confidence as a company to hold back even if the market wants them to do something and know they can hold firm through the irrationality of the market and come out the other side.
One has to wonder how companies like Google and Microsoft will fare when the financial engineering blows up in their faces. I’m guessing they think the government will bail them out.
Apple has always been unusually willing to sacrifice short term hype for long term positioning. That does not guarantee they are right, but it is a very different bet from spending hundreds of billions assuming demand will eventually justify the buildout. If AI demand disappoints, discipline suddenly looks a lot more valuable than scale.
The present: Open Weight AI, such as Kimi’s, is already almost exactly as good as ClosedAI from Anthropic and »OpenAI«.
How much compute do you think you need to run kimi locally at mythos fable levels? That ain’t going to work unless people start buying small data centers locally.
About 4+ maxed M4 Studios, I guess. But that‘s not the point: in 80%+ of cases, people won’t need that kind of AI model to solve their problems.
So a non viable non starter. Got it