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Apple introduces M6 and M5 Ultra

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Re: Apple introduces M6 and M5 Ultra

#411
"M6 features a powerful, larger 12-core GPU that provides higher geometry rates and updated Dynamic Caching to deliver stunning visuals and fluid frame rates in demanding games like Mixtape."

Why choose the worst game of the year? Just because it's made by the daughter of Larry Ellison?

Re: Apple introduces M6 and M5 Ultra

#412
post #37

The 512GB Ultra is amazing, sure. But who is it for exactly? VC funded big spender founders? In that case why would they need local AI? The ultra rich enthusiast? But there can't be too many of those. So who actually buys these?

I think there's some mental inertia around what a computer is and what it's worth. This thing can build custom software for you, mostly autonomously. It can monitor things happening on the internet that are relevant to you, in a holistic and flexible way. We have one crawling the web for local events we'll like, and it judges them based on what it knows about us, and it tells us about the best matches every weekend,…

Could you share what you did to find events to do? That sounds really cool

Re: Apple introduces M6 and M5 Ultra

#413
post #16

Apple Studio with maxed out M5 Ultra, 256GB RAM and 16TB storage is 18,299$. The 512GB RAM version apparently is coming in October, considering that the difference between 96GB and 256GB is priced at 4000$, the 512GB upgrade must be eye watering. So, on the mini the RAM upgrade runs at 25$ per GB on all tiers, the same as the Studio therefore the upgrade to 512 will probably cost 6400$. The fully maxed out Apple Stud…

Apple hasn't been selling just ram for a long time, they sell vram. Try getting 512 gb of HBM on current Nvidia cards - it's gonna cost way more than $ 24k. And here you get the same amount of memory for weights right in a quiet unit under your desk Put together a similar build with a couple of rtx 6000 Ada cards and Apple's price tag suddenly looks pretty damn reasonable

The RAM in the M5 is LPDDR5X, not HBM. You're right of course that it's unified and used as VRAM in that sense.

Re: Apple introduces M6 and M5 Ultra

#415

"M6 features a powerful, larger 12-core GPU that provides higher geometry rates and updated Dynamic Caching to deliver stunning visuals and fluid frame rates in demanding games like Mixtape." Why choose the worst game of the year? Just because it's made by the daughter of Larry Ellison?

Just the other day I mentioned how odd it was that Mixtape felt just like AI-Art. At first glance it has great visual style and seems cool. But spend more than 5 minutes with it and you’ll agree there’s nothing there. It has zero ART inside. It’s one hundred percent vibes.

I’m not claiming this title was made by GenAI. I’m saying something much more insulting: that the human artists who made it have no talent.

Re: Apple introduces M6 and M5 Ultra

#416

Earlier quoted context omitted.

I'm expecting it to somewhat collapse. I don't know if it'll go back to pre bubble prices (here's to hoping), but I do expect a pretty sharp decline around 2030... probably not before then. Basically everyone that makes memory is building new fabs, meanwhile I'm not sure how much longer AI datacenter demand for ram will last. I think the decrease in AI ram demand and the new fabs will likely coincide leading to a col…

If there's a decrease in AI ram demand, it will not be because the models get better. Models getting better will increase RAM demand, because it grows the part of the economy that models are useful for. Classic Jevon's Paradox.

I'm expecting the drop for a couple of reasons.

For 1, AI datacenter builders have said that they have more equipment than they have places to put them. Leaving a ton of hardware shelved while you wait for datacenters to build out is bad business to say the least.

For 2, I think we are nearing saturation for the usefulness of AI. I certainly could be wrong, but I don't really foresee there to be a bunch of new exciting usages of AI that will ultimately justify the continued buildout.

Re: Apple introduces M6 and M5 Ultra

#417

"M6 features a powerful, larger 12-core GPU that provides higher geometry rates and updated Dynamic Caching to deliver stunning visuals and fluid frame rates in demanding games like Mixtape." Why choose the worst game of the year? Just because it's made by the daughter of Larry Ellison?

That's pretty embarrassing. It's such a poor representation of gaming. I'm surprised anyone is still talking about it.

Re: Apple introduces M6 and M5 Ultra

#418

Earlier quoted context omitted.

Reading Infinite Games, they tell an anecdote about a Microsoft exec on a flight telling an Apple exec that the Zune was a way better portable music player than the iPod. The Apple exec was just “yup, you’re probably right” and then soon after the iPhone dropped

To be fair, the Zune actually was a better media player than the ipod in almost every way. That wasn't a false statement. The issue was the abysmal marketing and "me too" attitude Microsoft had (and still has).

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Re: Apple introduces M6 and M5 Ultra

#419

Earlier quoted context omitted.

So is downpayment on a house. I would buy the house and just pay for tokens as needed. The house will get more valuable and that wealth would buy a lot of tokens in the future - which will probably get cheaper. EDIT: or buy AAPL. If I had bought Apple stock instead of buying a Mac LC II in 1992, then I would have about $2 million in Apple stock.

where are downpayments so cheap? I'll move there ^^'

Well, this is all assuming a 20% down payment, which anecdotally as a 26 yr. old, nobody I know is able to achieve. All my home-owning friends put 3-7% down. Granted, most are using first-time homebuyer loans which are generally more favorable.

In RTP (NC), a ~$400k house at 5% down is $20k

Re: Apple introduces M6 and M5 Ultra

#420

Earlier quoted context omitted.

To be fair, the Zune actually was a better media player than the ipod in almost every way. That wasn't a false statement. The issue was the abysmal marketing and "me too" attitude Microsoft had (and still has).

It was better in every way you can quantify in a tech specs listing, and not in any way that actually matters to the customer.

Not much difference between storing as many songs you can listen to in a lifetime, or storing twice as many songs as you can listen to in a lifetime.
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