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What the heck is going on at Apple?

(www.cnn.com)
148 points methuselah_in | 2 comments | 07 Dec 25 16:54 UTC | HN request time: 0s | source
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skeeter2020 ◴[08 Dec 25 02:17 UTC] No.46187567[source]▶
3 retirements and a VP taking an obvious promotion at Meta: not really the "sky is falling" event they try to paint. Tim Cook stepping down would (if it even happens) be a big deal, but he's not the heart of the company. He's been an extremely compentent accountant; enjoy your retirement party and gold watch. And to suggest they are falling behind because they're not investing hundreds of billions in an AI "strategy" that shows no pay-off - while the other tech companies start to scale back their capital investments? I've never been a huge Apple fan as a company but their current situation makes me more bullish than ever.
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1. an0malous ◴[08 Dec 25 02:43 UTC] No.46187739[source]▶
Yeah it seems pretty obvious that we’re in the mainframe era of transformer models and we’ll soon transition to the personal computer era where these all run on your device, which Apple stands to benefit from the most. Their FoundationModels are actually pretty good at certain tasks
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2. Hammershaft ◴[08 Dec 25 03:26 UTC] No.46187951[source]▶
I don't think that's obvious. The marginal return on additional units of compute seems to fall pretty quickly for the vast majority of applications, which increases the benefit of decentralization over the cost of reduced compute. It isn't clear the same is true of intelligence.