Exactly my thought as I read it.

They make and sell the hardware that will actually make AI something everyone can used without needing to rely on OpenAI/Anthropic et al.

Apple has never had a moat, anyone else could have built this sort of hardware but they haven't.

So they don't care which model wins, because it will always move out to the edge of the network, and they own a large chunk of that edge.

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drob518 an hour ago | parent | next [-]

Well, the moat is that cpu/npu development is very hard, requires talented engineers, and requires access to cutting edge fab process, all of which in turn costs a lot of $$$. So, sure, “anyone” who has all that can definitely breach Apple’s moat.

	▲	uurue1 25 minutes ago \| parent [-]
		Ok.. and why specifically do people work at Apple? Hint: money is not the only reason. Jeez.

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uurue1 26 minutes ago | parent | prev [-]

Ermmm what?

Apples largest competitive advantage has always been and always will be - trust combined with epic marketing to make the vast majority of people aware of it.

Trust of quality, privacy w.r.t data etc.

I’m sorry but I’ve seen so many bad takes re. Apple over the years. Many of you think you are so smart on topics outside of your domain - but you’re not.

	▲	fasterik 17 minutes ago \| parent \| next [-]
		What exactly about the parent comment is wrong? Apple has always been good at making hardware that people are willing to pay a premium to use. I can easily imagine them playing a similar role in local LLMs to the role they played in smartphones in the 2010s.
	▲	oakejp12 24 minutes ago \| parent \| prev [-]
		> Apples largest competitive advantage has always been and always will be - trust. Lmao > Many of you think you are so smart on topics outside of your domain Turn the mirror around