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Apple Will 'Watch Everything Burn' When AI Bubble Bursts

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Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#51

Post by InsideOutSanta »

heaney-555 wrote: post #25
busymom0 wrote: post #17

Earlier quoted context omitted.

In my personal experience, Gemini seems to have the best image editing and creation capabilities but when it comes to coding, Claude is my favorite. However, Claude is slow and errors out for me often. Grok is also very good when it comes to coding but I seek to run into their rate limits much easier, so I don't use it. I only use free web version for all btw.

>Gemini seems to have the best image editing and creation capabilities This was true until late April, when OpenAI's GPT Image 2 overtook Nano Banana 2.

Subjectively, OpenAI's image generation is the only one that consistently works for me and renders what I describe in the way I describe it at an acceptable level of quality. I don't understand how NB gets so much credit compared to what OpenAI is offering.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#52

Post by bigstrat2003 »

arisAlexis wrote: post #9

Stock valuation has nothing to do with AI being the most transformational tech ever devised. Like who can't grasp that

It's absurd to call LLMs the most transformational tech ever devised. At a bare minimum, computers in general and electricity both beat out LLMs, as they are prerequisites.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#53

Post by xnx »

jmyeet wrote: post #39

There are three companies I am confident will survive an AI bubble popping: Google, Microsoft and Apple. A lot has been made of Google's recent earnings being cash flow negative (I think for the first time ever?). Building data centers is something Google is very good at. They've also partially or wholly insulated themselves from a collpase by using Special Purpose Vehicles ("SPVs") where the collateral for loans is…

Isn't saying that Apple will survive the AI bubble a bit like saying Walmart will survive the bubble? Apple isn't really involved.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#54

Post by sheepjumpmoons »

jamiequint wrote: post #6

Ed Zitron also said that consumers were losing interest in ChatGPT in January 2024, that AI models were reaching their upper possible limits in Feburary 2024, that ChatGPT and similar products were "not particularly useful for anything", that hallucinations could not possibly be reduced in models, etc. He's a churlish AI skeptic that isn't worth listening to.

And you're an equity partner for a PE/VC that funds AI. And?

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#55

Post by heaney-555 »

nxc18 wrote: post #29
jamiequint wrote: post #6

Ed Zitron also said that consumers were losing interest in ChatGPT in January 2024, that AI models were reaching their upper possible limits in Feburary 2024, that ChatGPT and similar products were "not particularly useful for anything", that hallucinations could not possibly be reduced in models, etc. He's a churlish AI skeptic that isn't worth listening to.

Zed publishes usage metrics for AI and they are trending down: https://zed.dev/agent-metrics

[dead]

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#56

Post by ravenstine »

cyanydeez wrote: post #4
damnesian wrote: post #2

if they simply stayed out of it, they would get my business from here on out. too late for that though.

they never had my business; their style over all else along with the combination of planned obsolescence and conspicuous consumption are obscene misuse of the human heuristics.

> planned obsolescence

This is a criticism I've never understood. I think I know what you're referring to, but it really says more about Apple customers than Apple the corporation.

In my opinion, for all its faults, Apple makes quality hardware that can last many years when treated well. Unlike Microsoft, they don't completely shift paradigms with every OS release or new doo-dad. My 7 year old Macbook is still perfectly usable, receives updates, and can run modern software. Although I don't own an iPhone, I haven't seen anything to suggest that they are built to be immediately obsolete. Just because many Apple users are addicted to having the latest thing doesn't mean that a several years old iPhone isn't still perfectly viable in 2026.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#57

Post by DwarvenEngineer »

d_silin wrote: post #11

Local models running on Apple hardware are definitely a thing, a low-hanging fruit they are harvesting right now while every pure-play AI company is losing money.

Ironically for home-lab users (ie those who primarily have access to consumer hardware), apple silicon is probably the best value (and also the most obtainable for running some of the smaller sized models. You can get unified memory of up to 192 GB in the mac studios. The equivalent for the "open market" is probably AMD's halo strix which offers up to 128GB unified memory, and the speed of the memory is much slower.

I guess the Nvidia Jetson AGX Thor also exists, but good luck getting your hands on that... and regardless that's also 128GB.

Put it this way, with 192 GB VRAM you can run deepseekv4... with 128gb only with lots of quantization

Edit: WTH! I was curious and i went to apple's website to price out a high end unit just to price comparison, and it looks like the high ram units are gone now, and they max out at 96GB?? Guess i missed that...

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#58

Post by gcr »

xnx wrote: post #15

Is this investment advice? Otherwise, who cares? Don't tie your identity to being a fan of a company. Apple clearly did not intend to fumble their attempts at AI they way they have. Arguments that "Actually, Apple is the smartest at AI" are boring.

Ed’s interview covered many different topics. As an aside, he was asked what he thought of Apple’s position. The juicy side quote is now what defines the interview.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#59

Post by [deleted] »

dwedge wrote: post #18
jeffnv wrote: post #7

Earlier quoted context omitted.

They're the company that builds laptops people still use 5-10 years later. If anything they've set the standard for long lifespans when it comes to tech devices.

They also glued the short ribbon cable for the screen to the front of the iPod classic so that when the spinning HDD failed if you tried to open it and weren't very careful/aware of this it would rip off the motherboard. There was a class action because they deliberately slowed down iPhones claiming it was for battery health (anecdotally, when I had iPhones I noticed they were always a a pain to use for a month befor…

[deleted]

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#60

Post by [deleted] »

DwarvenEngineer wrote: post #57
d_silin wrote: post #11

Local models running on Apple hardware are definitely a thing, a low-hanging fruit they are harvesting right now while every pure-play AI company is losing money.

Ironically for home-lab users (ie those who primarily have access to consumer hardware), apple silicon is probably the best value (and also the most obtainable for running some of the smaller sized models. You can get unified memory of up to 192 GB in the mac studios. The equivalent for the "open market" is probably AMD's halo strix which offers up to 128GB unified memory, and the speed of the memory is much slower.…

[deleted]
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