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Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

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Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#191
post #54

Earlier quoted context omitted.

If demand doesn't fall down or current manufacturers supply go up, somebody (presumably in China) will spin up fabs. Apple wanted to use blacklisted Chinese RAM already.

spinning up fabs takes ages, micron has a US fab started bulding in 2023, its still not operational (projected to start mid-2027)

That proves that spinning up US fabs takes ages.

Chinese fabs might not be so tied with red tape and regulation upon regulation (which is a funny reversal, in terms of "communism vs capitalism" bureucracy/inefficiency cold war thinking)

Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#192

Apple could probably sell a machine starting at $10,000 if they architected it as the sole place one’s Private Cloud Compute [1] ran. It would need a path to a $2,500 machine, I think. But this is a niche I don’t think another consumer-facing brand could do like Apple. [1] https://security.apple.com/blog/private-cloud-compute/

The out-of-stock $6000 M3 Ultra Mac Studios with 800GB+ memory bandwidth are going for $24,000 on eBay, so yes definitely

Yeh I don't know why the emphasise the 'neural engine' - it's their stonking RAM bandwidth that just blows everything else out of the water.

Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#193
post #54

Earlier quoted context omitted.

If demand doesn't fall down or current manufacturers supply go up, somebody (presumably in China) will spin up fabs. Apple wanted to use blacklisted Chinese RAM already.

I am hopeful but I am not confident China has the capability to do it.

As if it requires some unique genes or brains?

If a place can do it, another place, with a huge track record on manufacturing and lately expanding all kinds of tech, can.

Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#194

Earlier quoted context omitted.

What does this mean? Apple ads bring in 8 billion revenue a year.

Advertising accounts for about 1% to 2% of Apple's total overall revenue, bringing in roughly $8.5 to $12 billion annually. 1-2% is rounding error.

Quippy, but untrue

Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#195

> "The speed of AI development right now is just crazy," Brooks said. "I can't imagine where we're going to be a year from now, three months from now, or even a month from now," he added. I don't think I'm taking this out of context when I say this is unintentionally correct. Apple still doesn't know what to do about AI. Luckily, it doesn't matter because it's a solution in search of a problem. Most consumers aren't…

If you take just this part of the quote...

>"I can't imagine where we're going to be a year from now, three months from now, or even a month from now,"

I'd say he's making an accurate appraisal of his abilities

Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#196

> "The speed of AI development right now is just crazy," Brooks said. "I can't imagine where we're going to be a year from now, three months from now, or even a month from now," he added. I don't think I'm taking this out of context when I say this is unintentionally correct. Apple still doesn't know what to do about AI. Luckily, it doesn't matter because it's a solution in search of a problem. Most consumers aren't…

> Luckily, it doesn't matter because it's a solution in search of a problem. Most consumers aren't using AI apart from google search. This is... a view. Maybe I live in a strange sphere of strange ("normie"-ish) people, but the people around me are for sure using AI. Mostly chatgpt to be fair. They use it to compare products that they intend to buy, identify plants in nature, create travel plans, find interesting pla…

> To "google" something and digging through the search results manually is very rapidly being replaced by asking chatgpt, for better or worse.

I can see this kind of low level usage as being perfect for local LLMs... So I can't see a market there for openai etc forever.

Are they using the free chatgpt or a paid one?

Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#197

Earlier quoted context omitted.

Apple is quite hostile to professional users, so no.

Sadly, that is an outdated PoV. It has probably not been valid, since last century. It's just that Apple isn't really focused on software development professionals, and it's still fashionable to throw shade on them, so we hear a lot of kvetching about it, in communities like this.

Could you please point me out which current Mac model has enough storage for full feature video editing job? Thanks.

Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#198

Earlier quoted context omitted.

spinning up fabs takes ages, micron has a US fab started bulding in 2023, its still not operational (projected to start mid-2027)

That proves that spinning up US fabs takes ages. Chinese fabs might not be so tied with red tape and regulation upon regulation (which is a funny reversal, in terms of "communism vs capitalism" bureucracy/inefficiency cold war thinking)

The Chinese don't have access to new EUV machines.

All of their fabrication ability is based on old processes.

Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#199

Earlier quoted context omitted.

Sadly, that is an outdated PoV. It has probably not been valid, since last century. It's just that Apple isn't really focused on software development professionals, and it's still fashionable to throw shade on them, so we hear a lot of kvetching about it, in communities like this.

Could you please point me out which current Mac model has enough storage for full feature video editing job? Thanks.

I dunno. It's not my bailiwick. I do know lots of pro editors use Macs, but I think they use DaVinci Resolve (not Final Cut Pro). I'm interested in finding out what you use for it.

I've been using Macs for all kinds of stuff, since 1986, so I can definitely state they get work done.

Re: Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future

#200

Earlier quoted context omitted.

I am hopeful but I am not confident China has the capability to do it.

As if it requires some unique genes or brains? If a place can do it, another place, with a huge track record on manufacturing and lately expanding all kinds of tech, can.

It might help to not have much in the way of environmental, safety or labor regulations.

Whether or not you feel like those are good overall (I do), they do actually also slow things down.

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