[dwaite]

> Apple has been looking sleepy on LLMs, but they've been consistently evolving their hardware+software AI stack, without much glitzy advertising

They don't sell compute time to other companies to run AI, or massive custom hardware for AI training.

They aren't after VC funding.

Their core business isn't threatened by AI being "the evolution of search"

Product-wise, so far all you hear is messaging around things like pointing out the applicability of the M3 Max for running ML models.

Until they have real consumer products ready, they only need to keep tabs on analysts, with lip service at financial meetings.