Actually think that’s a good thing for Apple. Compare how much money companies have absolutely shoved into the AI race, and how much circular investment is happening. Apple is one of the few massive players which hasn’t massively extended themselves and taken on a ton of financial risk. How do you make money on frontier models? By selling it to software companies, I guess.
Apple just needs a capable personal AI that respects privacy. They could eventually get that by self-hosting open model inference on their private cloud compute. They don’t need to light billions upon billions of dollars on fire to build data centers and do training to make a frontier model that’s nearly already a commodity. If they’re not selling tokens (and why would I want them to), that approach seems financially stupid and risky.
Apple just needs a capable personal AI that respects privacy. They could eventually get that by self-hosting open model inference on their private cloud compute. They don’t need to light billions upon billions of dollars on fire to build data centers and do training to make a frontier model that’s nearly already a commodity. If they’re not selling tokens (and why would I want them to), that approach seems financially stupid and risky.