The writing was on the wall the moment Apple stopped trying to buy their way into the server-side training game like what three years ago? Apple has the best edge inference silicon in the world (neural engine), but they have effectively zero presence in a training datacenter. They simply do not have the TPU pods or the H100 clusters to train a frontier model like Gemini 2.5 or 3.0 from scratch without burning 10 year…
> I'm oversimplifying but this effectively turns the iPhone into a dumb terminal for Google's brain, wrapped in Apple's privacy theater. Setting aside the obligatory HN dig at the end, LLMs are now commodities and the least important component of the intelligence system Apple is building. The hidden-in-plain-sight thing Apple is doing is exposing all app data as context and all app capabilities as skills . (See App I…
LLMs are now commodities and the least important component of the intelligence system Apple is building
If that was even remotely true, Apple, Meta, and Amazon would have SoTA foundational models.