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

adlrocha.substack.com

221–230 of 402 posts

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

#221

Earlier quoted context omitted.

I think the difference is that with LLMs, in a lot of cases you do see some diminishing returns. I won't deny that the latest Claude models are fantastic at just one shotting loads of problems. But we have an internal proxy to a load of models running on Vertex AI and I accidentally started using Opus/Sonnet 4 instead of 4.6. I genuinely didn't know until I checked my configuration. AI models will get to this point w…

I mean to me even difference between Opus and Sonnet is as clear as day and night, and even Opus and the best GPT model. Opus 4.6 just seems much more reliable in terms of me asking it to do something, and that to actually happen.

You're quick to say "to me" in your comparison.

My experience is very different than yours. Codex and CC yield very differenty result both because of the harness differencess and the model differences, but niether is noticeably better than the other.

Personally, I like Codex better just because I don't have to mess with any sort of planning mode. If I imply that it shouldn't change code yet, it doesn't. CC is too impatient to get started.

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

#222

Earlier quoted context omitted.

I don’t see what that has to do with (increased) advertising on the App Store (IMO search there never has been good) or the comment you replied to in which colechristensen said: “I'm actually pretty disappointed in the lack of discovery available”. I think paid advertising may even help improve discoverability on the App Store because, instead of making 10 or 20 to do list apps and hoping to get them to rank high by…

> I think paid advertising may even help improve discoverability on the App Store So my grandmother searching "Powerpoint" and getting malware instead of the microsoft app is good actually? Let me compare some search terms and see if ads are giving me "better" results: * ublock - surfshark vpn * wordle - spammy adware word game * slack - spammy adware game * microsoft word - spammy spyware office app (not the one mad…

> So my grandmother searching "Powerpoint" and getting malware instead of the microsoft app is good actually?

Where do I claim that? My argument is that, with paid advertising, the store may show fewer items, making it easier to find the right thing.

And no, I’m not claiming that’s ideal; only that it c/would be an improvement.

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

#223

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…

When that happens, you'll have fomo from not using opus 5.x. The numbers that they showed for Mythos show that the frontier is still steadily moving (and maybe even at a faster pace than before)

I would be surprised about that behavior even for 10% people doing real AI usable work. Very few people buy new motherboard or CPU or gfxcard every 3 months?

Even now just because the latest Anthropic is super great doesn't mean people are not using other models. Not everyone is subscribed to only the best.

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

#224
post #216

Earlier quoted context omitted.

That must be an american thing because I guarantee you that it doesn't mean anything for the rest of the world.

It is, and the iPhone doesn't have overwhelming market share in any other large market, which is my point.

But they’re still the largest individual player in just about every market they’re in. So there’s clearly a strong demand for iPhones.

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

#225
post #219

Earlier quoted context omitted.

Yeah, that just doesn't pass the simplest sniff tests. I barely use iMessage, and yet I'm an iPhone user. Basically everyone around me is the same.

> Yeah, that just doesn't pass the simplest sniff tests. I barely use iMessage, and yet I'm an iPhone user. A single anecdote isn't data. You're not a typical consumer. The only major market where iPhone outsells Android (number of handsets) is the US, and it's because of iMessage. Android is 70% of the world market and dominates LatAm, Africa, and Asia.

Why are you comparing a single phone manufacturers market position to the market position of an entire OS?

iOS vs Android isn’t relevant when discussing hardware. It’s Apple vs Samsung etc. iOS doesn’t need majority market ownership for Apple to completely dominate their hardware competitors in a market.

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

#226

Earlier quoted context omitted.

I've never heard anybody (mis)attribute that to Apple.

I would have, and I work in tech. I'd guess that most people who use iOS have zero idea of what Android can and can't do, because they never use it and probably never will so what's the point of trying to find out.

Seconded. I never knew Android had this—but then again I couldn't care less about what Android can do. There is so much stuff fundamentally off-putting for me about the entire Google ecosystem that I'd never consider switching anyway.

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

#227
post #44

But why do I feel like the quality of the software from Apple declined sharply in recent years? The liquid glass design feels very unpolished and not well thought out throughout almost everywhere… seems like even Apple can’t resist falling victim to AI slop

I don’t think it’s AI slop. Even before modern generative AI, I’ve noticed a decline in Apple’s software quality. Rather, I feel that Apple has forgotten its roots. The Mac was “the computer for the rest of us,” and there were usability guidelines backed by research. What made the Mac stand out against Windows during a time when Windows had 95%+ marketshare was the Mac’s ease of use. The Mac really stood out in the 2…

I agree that there is a decline in usability. If you took a Mac from those early days, it is still very usable and everything is where you'd expect it to be. In recent years this has changed and the general iOS-ification of the OS has occurred. I have avoided upgrading to Tahoe due to seeing how awful my wife's iPhone looks now. It looks like a children's toy.

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

#228

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.

The simple fact is that a 16 GB RAM stick costs much less than the development time to make the app run on less.

One stick does. How about all the sticks needed for all the people who want to run the software?

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

#229
post #20
post #9

Earlier quoted context omitted.

How do you know Gemini is losing money on inference?

> How do you know Gemini is losing money on inference? It's not. People make this claim with zero evidence. But Google made around $20B profit on Google search in 2025 Q4, and that includes AI search.

Until the day comes that they properly break out the financials you, nor the other poster have any idea as to what the numbers are.

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

#230
post #88
post #57

Earlier quoted context omitted.

Consumers don't necessarily want iPhone. They don't want to be excluded from iMessage, which is a completely different motivation.

iMessage is AFAIK only really a big thing in the US.

Canada too.

I only have WhatsApp installed for when I leave the country.

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