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fromjason ("fromjason.xyz ❤️ 💻 ✍️ 🥐 🇵🇷") wrote:
Apple is a hardware company. But their biggest competitor isn't other hardware companies, it's the cloud. It's centralized compute.
If AI does in fact become even a fraction of the game changer other companies claim, then Apple can't afford to let the cloud eat its lunch. Though, I don't think Apple is completely sold on this AI future.
So Apple has a conundrum here. Sit it out, risk more momentum towards cloud compute. Or go all in, risk solidifying something that otherwise would die.