Notably good models are not on that list.

AI models in the end are just commodities the computer using public is not going to pay for them directly, in short, they’re not gonna bail out OpenAI, Meta, Google, Microsoft, Anthropic.

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geden 9 hours ago | parent | prev | next [-]

Neither are other capex heavy items like chip fabs.

	▲	coldtea 8 hours ago \| parent [-]
		Yeah, they also don't mine their own steel and copper. Such mere assemblers!

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coldtea 8 hours ago | parent | prev [-]

Yeah, that totally makes them merely assemblers then /s

	▲	bigyabai 37 minutes ago \| parent [-]
		Apple Silicon is broadly unused for LLM training. Arguably, Apple isn't even helping to assemble real-world AI models, just the thin client hardware.