Apple Will Watch Everything Burn When the AI Bubble Bursts
Apple Will 'Watch Everything Burn' When AI Bubble Bursts
Ed Zitron argues that Apple is well insulated from a potential AI infrastructure collapse because it has spent far less on data centers than rivals like Microsoft, Google, and Amazon. Instead of suffering major losses, the company could simply sit on the sidelines, watch competitors struggle, and perhaps make selective acquisitions while continuing its current operations.
I think they will sit on the sidelines and watch everything burn.
- jamiequint
Ed Zitron also said that consumers were losing interest in ChatGPT in January 2024, that AI models were reaching their upper possible limits in Feburary 2024, that ChatGPT and similar products were "not particularly useful for anything", that hallucinations could not possibly be reduced in models, etc.
He's a churlish AI skeptic that isn't worth listening to.
- srik
This seesawing of perspectives on apple’s ai strategy reminds me of that Alan Watts story:
Once upon a time there was a Chinese farmer whose horse ran away. That evening, all of his neighbors came around to commiserate. They said, “We are so sorry to hear your horse has run away. This is most unfortunate.” The farmer said, “Maybe.” The next day the horse came back bringing seven wild horses with it, and in the evening everybody came back and said, “Oh, isn’t that lucky. What a great turn of events. You now have eight horses!” The farmer again said, “Maybe.”
The following day his son tried to break one of the horses, and while riding it, he was thrown and broke his leg. The neighbors then said, “Oh dear, that’s too bad,” and the farmer responded, “Maybe.” The next day the conscription officers came around to conscript people into the army, and they rejected his son because he had a broken leg. Again all the neighbors came around and said, “Isn’t that great!” Again, he said, “Maybe.”
- d_silin
Local models running on Apple hardware are definitely a thing, a low-hanging fruit they are harvesting right now while every pure-play AI company is losing money.
- asn0
> Zirton misses a few points…
What! Ends with a cliff-hanger!? I NEED TO KNOW WHAT POINTS HE MISSED!!!
(but not badly enough to buy a $100/mo subscription).
- tezo_cooper
I think people, especially in the valley / sf, truly under estimate how much the average person dislikes AI anything. If you know anyone who does anything in marketing outside of tech they'll tell you if people see the word AI it generally means they'll hate it with out even knowing what it is.