Earlier quoted context omitted.
> i don’t think they need to win the on device market. The second Apple comes out with strong on-device AI - and it very much looks like they will - Google will have to respond on Android. They can't just sit and pray that e.g. Samsung makes a competitive chip for this purpose.
I think Apple is uniquely disadvantaged in the AI race to a point people dont realize. They have less training data to use, having famously been focused on privacy for its users and thus having no particular advantage in this space due to not having customer data to train on. They have little to no cloud business, and while they operate a couple of services for their users, they do not have the infrastructure scale t…
That may not be as big a disadvantage as you think.
Anthropic claim that they did not use any data from their users when they trained Claude 3.5 Sonnet.