41–50 of 343 posts
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If we know anything about Apple, they're going after Nvidia. If anyone can pull it off, it's going to be them.
i would strongly take the other side of that bet
Earlier quoted context omitted.
If we know anything about Apple, they're going after Nvidia. If anyone can pull it off, it's going to be them.
i would strongly take the other side of that bet
I think Apple is going to make rapid and substantial advancements in on-device AI-specific hardware. I also think nVIDIA is going to continue to dominate the cloud infrastructure space for training foundational models for the foreseeable future, and serving user-facing LLM workloads for a long time as well.
I still don't know a single person who wants this crap. I don't want "AI" in my web browser, I don't want it in my email client, I don't want it on my phone, I just don't want it. And it feels like everyone I speak to agrees! So who is this all for?
IMO this really feels like the Facebook / Twitter integration from early iOS. That only lasted a few years. Apple clearly thinks it needs a dedicated LLM service atm. But still thinks it is only supplemental as they handle a bunch of the core stuff without it. And require explicit user consent to use OpenAI. And Apple clearly views it as a partial commodity since they even said they plan to add others. Tough to bet a…
> Apple demoed other generative features beyond the OpenAI integration and said it plans to announce support for other AI models in the future.
I still don't know a single person who wants this crap. I don't want "AI" in my web browser, I don't want it in my email client, I don't want it on my phone, I just don't want it. And it feels like everyone I speak to agrees! So who is this all for?
It excels in "transfering style from one thing to another thing" basically.
However every time I asked it a factual thing that I couldn't find on Google, it was always hilariously wrong
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Well, good luck to Apple then. Hopefully this attempt at killing Nvidia goes better than the first time they tried, or when they tried and gave-up on making OpenCL. I just don't understand how they can compete on their own merits without purpose-built silicon; the M2 Ultra doesn't shine a candle to a single GB200. Once you consider how Nvidia's offerings are networked with Mellanox and CUDA universal memory, it feels…
S&P 500 average P:E - 20 to 25 NASDAQ average P:E - 31 NVidia's P:E - 71 That's a market of 1 vendor. That's ripe for attack.
You see, I want to live in a world where GPU manufacturers aren't perpetually hostile against each other. Even Nvidia would, judging by their decorum with Khronos. Unfortunately, some manufacturers would rather watch the world burn than work together for the common good. Even if a perfect CUDA replacement existed like it did with DXVK and DirectX, Apple will ignore and deny it while marketing something else to their customers. We've watched this happen for years, and it's why MacOS perennially cannot run many games or reliably support Open Source software. It is because Apple is an unreasonably fickle OEM, and their users constantly pay the price for Apple's arbitrary and unnecessary isolationism.
Apple thinks they can disrupt AI? It's going to be like watching Stalin try to disrupt Wal-Mart.
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not for gpt4o workloads they aren't going to
Plus even if Apple is using their own chips for inferencing, they're still driving more demand for training, which Nvidia still has locked down pretty tight.
Edit: unless I misunderstood and they meant only inference.
I still don't know a single person who wants this crap. I don't want "AI" in my web browser, I don't want it in my email client, I don't want it on my phone, I just don't want it. And it feels like everyone I speak to agrees! So who is this all for?
I still don't know a single person who wants this crap. I don't want "AI" in my web browser, I don't want it in my email client, I don't want it on my phone, I just don't want it. And it feels like everyone I speak to agrees! So who is this all for?