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by msgodel
376 days ago
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The problem with Apple's platforms is they can't choose to wait until they have it right like they did with IE vs Safari. The walled garden means their approach is the only one available to users. If the mac worked the way the iPhone does the mac just wouldn't have a browser until after the .com boom was over. That's why I'm shorting them. Their inability to give people an escape hatch so their users can actually do useful things with what they build is killing their platforms. |
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iOS devices are just consumer devices for consuming content. They're almost a completely different platform.
As for integrated AI, I kinda like that Apple is trying to get it "right" in the sense of being on device in many cases (or at least capable of it) and secure (privacy respecting).
Their models are behind though. If they were really serious they would buy Anthropic or Mistral with all their cash. Anthropic might not sell but Mistral seems like something they could bulldoze with cash if they wanted, and they'd get better models and a better model-making team.