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Apple's accidental moat: How the "AI Loser" may end up winning

adlrocha.substack.com

201–210 of 402 posts

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#201

The whole premise is that if you don't get to AGI first then you loose. The idea is that Anthropic with AGI could build a better version of Apple, or whatever it wants. This was the conversation like 1 year ago. What has changed?

if you actually got to A.G.I, why would you rent it out ?

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#202

Nvidia restricts gamer cards in data centers through licensing, eventually they will probably release a cheaper consumer AI card to corner the local AI market that can't be used in data centers if they feel too much of a threat from Apple. Imagine a future where Nvidia sells the exact same product at completely different prices, cheap for those using local models, and expensive for those deploying proprietary models…

[deleted]

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#203
post #64

Earlier quoted context omitted.

We still aren't going to be putting 200gb ram on a phone in a couple years to run those local models.

A lot of people are making the mistake of noticing that local models have been 12-24 months behind SotA ones for a good portion of the last couple years, and then drawing a dotted line assuming that continues to hold. It simply.. doesn't. The SotA models are enormous now, and there's no free lunch on compression/quantization here. Opus 4.6 capabilities are not coming to your (even 64-128gb) laptop or phone in the pop…

Would the model even need that breath of knowledge? Humans just look things up in books or on Wikipedia, which you can store on a plain old HDD, not VRAM. All books ever written fit into about 60TB if you OCR them, and the useful information in them probably in a lot less, that's well within the range of consumer technology.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#204

Gemma4 in my view is good enough to do things similar to Gemini 2.5 flash, meaning if I point it code and ask for help and there is a problem with the code it’ll answer correctly in terms of suggestions but it’s not great at using all tools or one shooting things that require a lot of context or “expert knowledge” If a couple more iterations of this, say gemma6 is as good as current opus and runs completely locally o…

> if I point it code and ask for help and there is a problem with the code it’ll answer correctly in terms of suggestions

could I ask how you do that? I installed openclaw and set it to use Gemma 4 but it didn't act in an agent mode at all, it only responded in the chat window while doing nothing, and didn't read any files or do anything that you wrote (though I see you do mention that it's not great at using all tools). What are you using exactly?

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#206

Earlier quoted context omitted.

Local models seem somewhere between 9 and 24 months behind. I'm not saying I won't be impressed with what online models will be able to do in two years, but I'm pretty satisfied with the prediction that I won't really need them in a couple of years.

We still aren't going to be putting 200gb ram on a phone in a couple years to run those local models.

That amount of RAM won’t be necessary. Gemma 4 and comparably sized Qwen 3.5 models are already better than the very best, biggest frontier models were just 12-18 months ago. Now in an 18-36GB footprint, depending on quantization.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#207
post #27
post #2

This is the classic apple approach - wait to understand what the thing is capable of doing (aka let others make sunk investments), envision a solution that is way better than the competition and then architect a path to building a leapfrog product that builds a large lead.

Quietly they are doing things on-device. The OCR + copy/paste is genuine goodness - modestly functional.

This feature has been around since iOS 16 (2022) though - no relationship to Apple Intelligence (2024) or the current LLM hype (2023 onwards).

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#208
post #81

Earlier quoted context omitted.

How amazing is that Apple car

Depending on price I would or would not buy an Apple car; but I am quite interested in options for a car that (1) is electric; (2) doesn't spy on me and sell my data; (3) doesn't take video of me and my passengers and do weird things with it; and (4) doesn't support Republicans / white supremacists / Elon Musk. And I imagine that like-minded consumers are a pretty large market.

Knowing Apple's track history with materials, I guess the seats will look like used iPad Smart Keyboard Folios after two years.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#209

Earlier quoted context omitted.

Well you can do a lot with 640k…if you try. We have 16G in base machines and very few people know how to try anymore. The world has moved on, that code-golf time is now spent on ad algorithms or whatever. Escaping the constraint delivered a different future than anticipated.

> you can do a lot with 640k…if you try. it is economically not viable to try anymore. "XYZ Corp" won't allow their developers to write their desktop app in Rust because they want to consume only 16MB RAM, then another implementation for mobile with Swift and/or Kotlin, when they can release good enough solution with React + Electron consuming 4GB RAM and reuse components with React Native.

My Commodore 64 begs to differ.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#210
post #193
post #108

What I don't get about Apple is when everyone else was giving up on yet another VR attempt, moving into AI, they decide AI isn't worth it, and it was the right time for a me too VR headset. So no VR, given the price and lack of developer support, and late arrival into AI.

It is the same pattern, late on VR, late on AI. Those two tech have a pricing problem. I would guess that Apple is working to create the conditions to make these tech cheap enough to sell it to everyone.

For everyone that can afford Apple, that is.

They do have the mobile phone market duopoly advantage though, far from the 90's mistakes that almost closed shop.

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