Thanks Azeem, my key takeaway is that Apple may not be leading the frontier-model race, yet it may be exceptionally well positioned to win a different and potentially more durable race: becoming the most trusted platform for personal, local, and privacy-sensitive AI. The question may be less “How does Apple catch up in foundation models?” and more “How does Apple define and own the trusted edge layer of AI?”. With gratitude, Jean-Claude
Thanks Azeem, my key takeaway is that Apple may not be leading the frontier-model race, yet it may be exceptionally well positioned to win a different and potentially more durable race: becoming the most trusted platform for personal, local, and privacy-sensitive AI. The question may be less “How does Apple catch up in foundation models?” and more “How does Apple define and own the trusted edge layer of AI?”. With gratitude, Jean-Claude
Apple are probably retooling for m5 Mac Minis. So reduced capacity to deliver m4 units vs increased demand.
I’m Simon, I’m in Lake Ōhau, New Zealand