[saagarjha]

Notably good models are not on that list.

[Danox]

AI models in the end are just commodities the computer using public is not going to pay for them directly, in short, they’re not gonna bail out OpenAI, Meta, Google, Microsoft, Anthropic.

[geden]

Neither are other capex heavy items like chip fabs.

[coldtea]

Yeah, they also don't mine their own steel and copper. Such mere assemblers!

[coldtea]

Yeah, that totally makes them merely assemblers then /s

[bigyabai]

Apple Silicon is broadly unused for LLM training. Arguably, Apple isn't even helping to assemble real-world AI models, just the thin client hardware.