[46493168]

Apple is almost 2 years out from their announcement of Apple Intelligence. It has barely delivered on any of the hype. New Siri was delayed and barely mentioned in the last WWDC; none of the features are released in China.

In other news, people keep buying iPhones, and Apple just had its best quarter ever in China. AAPL is up 24% from last year.

[trueno]

i dont even care about apple intelligence. stays off, not sure anyone really cares about it who is also interested in what this ai shenanigans is about on a local device. i think people keep conflating apple intelligence with all these convos about how macs are kinda dope for joe consumer wanting to tinker with llms.

that's the other part of the story that matters, not apple intelligence. this writeup tries to touch on that, apple is uniquely positioned to do really well in this arena if/when local llm's becoming commodities that can do really impressive stuff. we're getting there a lot faster than we thought, someone had a trillion parameter qwen3,5 model going on his 128gb macbook and now people are thinking of more creative ways to swap out whats in memory as needed.

[foobar1962]

A lot of the people that bought iPhones are now buying Macs as well.

[46493168]

Indeed, a lot of the people that bought iPhones are now buying Macs with a binned version of the chip they already bought. So much so that Apple is in danger of running out of them.

[foobar1962]

Indeed. I just watched a "leak" video that claimed Apple is already releasing the MacBook Neo 2 with A19 chip because they are running out of A18 chips.

[adamddev1]

It's almost like people don't actually want LLMs all over their core tools...