Comment by gleenn

IMHO, I think Apple is poised extremely well. They didn't blow billions of dollars chasing models that are becoming commoditized. So many interesting models can now be run locally. All the big AI players have to pay even more to run those models when Apple will happily sell you the hardware, and you pay for the electricity. There will always be a place for some many-billion parameter model but as time progresses I think fast local models that keep data on site will always be a valuable, and Apple will happily sell you something to run them.