Apple looks better and better as every day passes. Other players going deeply into debt to build out massive infrastructure, VCs pumping up the model ecosystem that is now a total commodity.
Apple’s just been sitting there with solid cashflow waiting for all this to implode and then have on-device models with their own chips.
Apple will own the end device while the rest of the world is fighting over a pure commodity. It will burn hard and Apple will laugh all the way to the bank.
Apple’s just been sitting there with solid cashflow waiting for all this to implode and then have on-device models with their own chips.
Apple will own the end device while the rest of the world is fighting over a pure commodity. It will burn hard and Apple will laugh all the way to the bank.