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Comment by vikramkr

I don't think you need the scare quotes. product lifecycles can take years and the actual neo demand was actually pretty insane. They were using it to soak up demand for binned a18 chips and it would have been irresponsible to forecast that they'd have the demand they did when there's another perfectly reasonable universe where 8 gigs was too much of a compromise and it flopped.

this article's also about enterprise demand specifically. That's a bit surprising to me as well frankly. I'd have thought the primary market for mac studios would be hobbyists/enthusiasts with a bunch of disposable income who are willing to pay 18k for a 512 gb machine to run glm 3.5 flash or 9k to run deepseek v4 flash locally. It's competing with a $200/mo subscription or renting server gpu time for open source models during a memory shortage - and idk if it's going to be powerful enough to train or fine tune so it's really just inference. seems reasonable to be surprised

parent vikramkr 2 months ago

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