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by billdybas
7 days ago
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What I don't see anyone talking about is how Private Cloud Compute is behind an iCloud subscription. From what I can tell, this means any app that is using their foundation model is sharing against a user's pooled usage quota & Apple takes all the revenue upside if a user chooses to upgrade their plan. Why would an app developer choose their model which has a minuscule 32K context window, might get throttled because of usage in another app, and doesn't share revenue over any frontier model vendor (where you can package/pass along token costs to your customers)? |
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Same reason developers continue to use Apple payments even when they have to shell out 30% of the revenue.
I can see Apple, setting App store rules around declaring AI usage, or could start labeling apps not using their models with strong language designed to amplify the increasing user concerns around AI and so on.
The product strategy has to be better the product itself does not have to be objectively better for the developer for them to have to choose it.