An excellent look at both the Current state of AI, and Apple’s Management philosophy and managerial transition. I was quite impressed by this guy’s insights.He pays particular attention to how legal privacy laws and needs make the Cloud AI business model unusable for many firms who want to use AI but cannot. Apple is positioned to provide "AI in the closet " on-site.
I mean, isn’t this the quest for all of those in this space?
All of the training that builds a product which is mobile and discrete to the extent it must be?
More generally, it’s called Inference at the Edge. And yes lots of interest in that. It’s a big thing for Arm, for example, and anything using their chips. (like Apple).
With Tim Cook Macs have become crappier and crappier as they add more and more and more features that overcomplicated Macs but added little in real functionality.
Every Tesla has it as will the Optimus robot. If I’m not mistake they are based on ARM technology like Apple’s chip.
I used to own ARM until it was sold to Softbank, a darn shame.
The Captain
This is excellent information, thank you David.
I wish I could like this again.
adding
I do not use this because I am not an enterprise user. I am a pro user.
I can not back up my project in claude, so I backed up my UE project.
Capitan, estoy de acuerdo! I used and loved Apple as it evolved from Lisa to the Middle era macs, but am now 100% iPad (Job’s ur-vision) and export of work to ms freaks.
I am convinced that a huge part of the coming AI workload must be completely private, or it cannot be performed according to customer needs. The endless jabbertalking of the investment community seems not to understand this.