Yeah but this is how Apple has always done infrastructure/services. Their internal software teams are a mess. They constantly reinvent the wheel poorly, and then they charge a premium for exclusive access. Is anyone surprised by this?
The rest of the FAANG has invested very heavily in cloud while Apple seems to be a laggard. GCP, AWS and Azure are all publicly available products, and cloud at Netflix, Meta seems very mature for a private offering.
This is not a huge disadvantage in my opinion. Let the rest of big tech fight each other to death over cloud, while controlling a very profitable differentiated offering (devices+services). Apple keeps the M series HW out of data centers, even though it presents some very attractive performance/w and per-core numbers.
Taken another way given apple’s enormous market reach, this could be seen as perhaps the most solid metric of actual consumer interest in ai and features ignoring hype.
I've been wondering about this failed Apple Intelligence project, but the more I think of it, Apple can afford to sit and wait. In 5 years we're going to have Opus 4.6-level performance on-device, and Apple is the only company that stands to benefit from it. Nobody wants to be sending EVERY request to someone else's cloud server.
I mean I think a lot of it is that they're not _really_ forcing it upon people. I think I've declined it maybe twice over the last two years. Meanwhile, Google are trying to crowbar bloody gemini in _everywhere_, and I gather Microsoft is doing ditto.
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[ 1.9 ms ] story [ 31.0 ms ] threadThe Siri+LLM features of Apple Intelligence aren’t launched yet, and the other features like notification summaries run on-device.
This is not a huge disadvantage in my opinion. Let the rest of big tech fight each other to death over cloud, while controlling a very profitable differentiated offering (devices+services). Apple keeps the M series HW out of data centers, even though it presents some very attractive performance/w and per-core numbers.