Apple really nailed AI by doing fucking nothing lol.$135 billion in the bank. stole google’s model for a measly $ 1B, now forcing competitors to plug their models into siri if they want access to 2.5B apple userspatience (or laziness) paid off massively
Isn't that what AI does though? Just doing fucking nothing? Isn't that what you're doing right now? Isn't it the same thing?
>>108483320you comparing apples to oranges, apple is a hardware company second software and third cloud service, the other companies are mostly cloud
What you're not mentioning is the failure of Apple Intelligence which is why they are doing the Google thing now
>>108485404That isn't a failure, they're just partnering with someone else to do it. But they rightly saw it as limited upside and not worth killing the franchise over. Apple's insistence on moving more slowly and pragmatically is its strength, it doesn't kill its golden geese.
>>108483320american companies are getting destroyed by chinese models though. claude is the only good text model for programing and shit, america doesn't have any good video models, google has the only good world models, and china has the best video and image models. nobody cares about voice models though because for $1000 worth of training you can get insane quality. https://www.reddit.com/r/aivideo/comments/1s7muhz/beautiful_seedance_2_effects_from_douyin/
>>108483320>>108485447Not really their engineers tried to get their hands on a few h100's but their management wouldn't let them bc they wanted the servers to run on apple silicon which is basically impossible.So they got fucked over and their AI guys had to take them fall while looking like incompetent retards.
>>108483320>fixed assetsThey don't have fixed asserts. Their cloud is borrowed Amazon cloud. Their stores and manufacturers don't fall under that either only the building where people work on the design of the new products.
>>108483320They've made products people want to buy Nobody else wants to do that
>>108485365Plus, I don’t think Apple actually owns the manufacturing assets. I believe everything is made on contract.
>>108483336holy shit, I'm an LLM after allthe streetshitters were right :(
>>108486707copeful aijeet
>>108485447>fail, miserably>>actually this isn't failure it's tactical retreat>>here's why it's actually a good thing they didn't succeed (not fail though)
>>108486735you can look at a balance sheet to see that apple do have fixed assetshttps://finance.yahoo.com/quote/AAPL/balance-sheet/
>>108483320this is exactly how i thought it'd go"analysts" were concerned apple wasn't doing enough but they were also avoiding overinvestment in the early era where returns are the worst
>>108487004Early era was 2023 gpt was launched in 2022
>>108487289early era is burning billions with no plan to profitability even on inference alone.
>>108487289i suspect we're still in the early era. simply based on return on investment
>>108485365>>108483320Rather, Apple isn't really in the electronics industry.they’re in the packaging business. It’s the same way Louis Vuitton sells patterns and Dior sells scented water.
Apples bet was there won't be a super intelligence AI and they can just shop around for providers instead?
>>108487586apple's bet was that - whatever it is - they can buy it for less than it costs to build it.
>>108487317oh you sweet summer child you still think this is just a corporate venture to make a consumer product and not an international arms race for total global dominance
>>108487549yeah and TSMC just sells crushed sand
>>108487607>oy vey if we don't get two more billions CHINA wins!just the latest cope
>>108488078you think they need billions? you're an orange of magnitude off dude. the department of defense has a budget of 1,400 billion. one point four trillion. the treasury five trillion. the department of human health services tow point six trillion. billions are nothing. hundreds of billions are nothing. money is imaginary when technology is involved.
>>108483320Apple is the only big tech company that doesn't do mass layoffs. They work differently.
>>108487607At this point China winning is the lesser evil.
>>108485404That didn't fail, they did their research and concluded that it's useless.
Apple actually makes fully formed consumer products, and that’s it. The remainder of Big Tech is comprised of adtech companies and U.S. defense contractors cosplaying as consumer companies. While the rest of the industry burns through hundreds of billions on glorified chatbots, Apple just gives them a way to hook into their operating systems like search engines do with web browsers. Then when the AI grift finally ends and the industry implodes, Apple comes out practically unscathed.Apple is playing chess while everyone else is playing Candy Land.
What was the point of buying Gemini for 1 billion?Given the state of their current Apple Intelligence and Siri, they could have run Qwen3.5-27B for free and it would still be a 1000x improvement
>>108486625chinese models distill us models. chinese stealing and copying IP is nothing new. Once gaypt and claude is done, so will be chinese models except for deepseek who had a major impact with their reasoning approach.But in the grand scheme of things. Chinese are like AI, can copy shit but can't come up with new stuff because chinese business is all about fucking over your business partner.
>>108487317>no plan to profitabilityImagine Ai was a person. This includes the trait of being about to communicate and work for multiple people at the same time as well as improving/learning things every year. What would you value them to be at?
>>108488307they only know how to copy stuff and can't make their own, yet they're objectively on top of everything they do. the mathematics that every american company use for their ai? only possible because of chinese researchers. the hardware they run on? only possible because of chinese researchers and manufacturing science. the only thing america brings to the table is ideas and money. always has been that way. america even had to import and build off nazi technology and science because it didn't have shit of its own.see the flaw in that logic?
>>108486707what exactly have they failed in anon? not buying billions worth of gpus, which can't be connected to the grid for 5-7 years, in order to make models that don't seem to do anything? how in your world does that make them look like incompetent retards? are you in other threads asking what the fuck openai is going to do for profit? because none of these ai companies are profitable and the return needed on the investment is now moving towards a trillion dollars a year. i am not seeing apple as stupid at all at this point.
>>108488361>models that don't seem to do anythingThe why did they implement gemini into siri?
>>108487549by that definition the only people in the electronics industry are intel, amd, nvdia and the ram manufacturers. everybody uses their manufacturing.
>>108488366why not. it didn't cost them much and now they can say they have ai without blowing 100B on data centers. it's effectively marketing, but unlike openai they have an actual business to market rather than hopes and dreams and vaporware.
>>108488344you are too young anon, you don't understand it fully.
>>108488307>chinese business is all about fucking over your business partnerMeanwhile American business is all about fucking over American citizens, and then bribing politicians (legally with lobbying) to get out of any repercussions.
>>108488344The USA has almost always been negrified. It can innovate better than China but worse than Germany.
I’m ok with Siri becoming just a vessel for third-party models, because Siri has always been total dogshit and Apple shouldn’t have bothered with having a first-party chatbot in the first place. Chatbots are worse at every task in every way. They’re nothing more than a cool tech demo. Apple should just drop the Siri brand entirely and let third parties take the heat directly for when their models try to convince Apple’s customers to kill their whole family or whatever.
>giving your data to jewgle
>>108485447>waste billions>It's not a failureThey may have pivotted to a less costly solution to cut losses, but still a failure.
>>108488328About 3.50.But it's not that.
Apple realized that you make more money if you actually make stuff instead of paying indians hundreds of thousands of dollars a year to sniff their own farts. As bad as liquid ass is, material design 3.0 and mica are both worse.
>>108487586Yes but the main issue though is that Apple's busines model is highly dependent on local models. But there are two main issues here with that model. One is that it relies on the assumption that small LLM models like sub 1B LLMs keep getting better. But if you look at a Llama 3 and Qwen 3.5 small LLMs which performed the best in 2024 and 2026, they are equally dumb, the Qwen LLM is only ahead with agentic tasks scoring 20% vs 0, everything else is a wash like coding or creative writing and etc.The second is at a certain threshold of performance, an LLM needs to use reasoning to get any better. The best consumer hardware from Apple or even on PC struggle to run 10B+ LLMs in any reasonable amount of time. That means that for most practical purposes outside of maybe simple automation on your phone and etc., everything else has to be going to the cloud.Apple's infrastructure is woefully unprepared for this reality, it's too underpowered for some uses and for others, it isn't being used enough.https://9to5mac.com/2026/03/02/some-apple-ai-servers-are-reportedly-sitting-unused-on-warehouse-shelves-due-to-low-apple-intelligence-usage/This is only just talking about today, if we're talking about agentic stuff which I only briefly mentioned above, Apple has no snowball chance in hell with Gemini even if they had access to Gemini 3.1 Pro which I highly doubt since 3.1 is terrible at agentic tasks compared to Claude and ChatGPT, Google is probably only leasing one version of their LLM and not entitling Apple to any upgrades when training runs are expensive to do so whatever they plan to do here is going to be way behind. I believe Google will figure it out soon but I don't have faith that Apple left to their own devices has the talent, who has all left for Meta.to actually bring it up to SOTA agentic use. I agree they should just white label use Qwen but people would find out quite quickly and it would be a PR disaster when Apple is supposed to be a US company.
