[bel8]

Note that this reserved capacity now has competition from OpenAI, Anthropic, xAI, Meta, Microsoft, Chinese data centers and so on, all willing to pay premium.

If comapnies keep spending half a macbook neo worth of subscription on AI plans monthly per person, Apple is going to have a hard time competing.

[airstrike]

That's a very big if, though. There's been extensive news coverage about companies increasingly trying to move away from tokenmaxxing