[dofm]

I was specifically referring to consumer AI, not agentic coding, and I really think Apple have a good chance of demonstrating smaller on-device LLMs plus traditional symbolic AI work (even just rules systems like evolved forms of Automator and Shortcuts in harnesses) can do much of what consumers want.

The current industry obsession with agentic coding is a giant red herring, in a way. Or at best a shiny thing. The pitch from OpenAI for their extraordinary valuation has always been absolutely all-encompassing in terms of utility and market. But we've stopped talking about that.

I don’t think these vast LLMs will be the dominant approach in a decade, frankly, because the performance gap between a 35B MoE and these absolutely gigantic models just is not proportional to the scale difference, but at this point we are just pitching belief against belief.