> But with AI, quality/performance is the priority. That’s why we see so many new AI startups and use cases lighting up as AI improves and finally becomes ‘good enough’ for new use cases.

But also, we are seeing models leapfrog each other; the best model this week is often not the best model next month and certainly not next quarter. I still see merit to the idea that cloud providers should focus on being the place where companies put their data, and make it easy for companies to bring models and tools to that data.

I agree with the article that Apple is probably cooked if the continue their current path for another couple of years.