[maeil]

For clarity, I was only talking about the hardware side, not the software one. I don't think the models matter too much, by the time the hardware is ready there will be open models that Apple can take and modify to their liking.

Besides, did Anthropic and e.g. Mistral inherently have such troves of data to train on that Apple doesn't? For the last 6 months, Anthropic has had the SOTA model for the average production usecase.

> Google also already has competitive silicon in this space with the Tensor series processors, which are being fabbed at Samsung plants today. There is no sitting and praying necessary on their part as they already compete.

Intel had a much bigger advantage with x86, and look where we are now. I find it hard to believe that creating a good AI chip isn't a much smaller challenge than it was to do Apple Silicon. The upcoming SE uses their in-house 5G modem, another huge hardware achievement that no one else has been able to do.

With that in mind, how can you bet against Apple when it comes to designing chips at this point? It's not like Amazon et al aren't producing their own AI chips too. Let alone all of the startups like Cerebras. That indicates the moat and barriers are likely much lower than Apple Slicion or the 5G modem.

If I'm talking nonsense, do correct me.