100%. It feels like Apple is perfectly happy letting the AI labs fight a race to the bottom on pricing while they keep the high-margin user relationship.

I'm curious if this officially turns the foundation model providers into the new "dumb pipes" of the tech stack?

▲

drob518 12 hours ago | parent | next [-]

It’ll be interesting to see how it plays out. The question is, what’s the moat? If all they have is scaling to drive better model performance, then the winner is just whoever has the lowest cost of capital.

▲

ivell 12 hours ago | parent | next [-]

Google seems to thrive on commodity products. Search, EMail, etc.

It is their strength to take commodity products and scale it well.

▲

raw_anon_1111 12 hours ago | parent | prev [-]

This isn’t a mystery - it’s Google

	▲	drob518 11 hours ago \| parent [-]
		Yea, I think that’s probably right, unless something unexpected changes the game.

▲

whywhywhywhy 10 hours ago | parent | prev [-]

As if they really have a choice though. Competing would be a billion dollar Apple Maps scenario.