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

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

#401

Earlier quoted context omitted.

It's more that nontechnical users prefer luxury brands over utility brands. A much smaller issue, which you alluded to, is that some technical users aren't technical enough to know real privacy vs. marketed privacy. This feature exists in base Android, which doesn't require any Google services.

does anyone else tire of hearing Apple referred to as a "luxury" brand? Sorry its more Honda than LVMH

You're right. I meant fashion brand.

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

#402
post #93

there are always three elements in the equations of business model: 1. marginal cost 2. marginal revenue 3. value created for llm providers, i always believe the key is to focus on high value problems such as coding or knowledge work, becaues of the high marginal cost of having new customers - the token burnt. and low marginal revenue if the problem is not valuable enough. in this sense no llm providers can scale lik…

I am super bullish on Google, they are my best bet to earn from models. Mostly because they are vertically integrated (other revenue streams) + open to provide services to other companies (Apple deal).

idk man. what do you think is their business model? is it more like ai value-add on their existing services?
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