Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
In the end Apple will be FINE; just wait and have faith. :apple:

This feels a bit like asking for more brandy while listening to the violins up on the top deck of the ship.

I sure hope AI isn't Apple's "iceberg".

1756225089085.png
1756225070356.png
 
what technology and talent does perplexity have that apple doesn't??
Perplexity is one of the yet non-profitable companies which have raised huge investments in the hope of becoming the next Big Tech. They are in loss. It's a huge bet what they are making.

Apple is a very profitable company which has decided, until now, not to pursue the AI research, not in a convincing way.
 
Better to sit back and wait for the AI bubble to burst. Then they will be able to pick up these companies for a fraction of their current valuations.
I agree, but I like the idea of Mistral Ai because of it's open source nature, and it already has a base where Apple could leverage a worldwide community of developers and specialty use cases and vice versa. I think Ai is a category where open source could be a huge advantage and perhaps be easily interoperable with other systems that could be standardized or even become an industry standard.

Whatever AI is today, is not what it will eventually be. Right now it is amorphous and cannot be pinned down. Better to work with the community to see where and what it eventually becomes.
 
Last edited:
Nice to know about what Apple is planning to do. Wonder with whom Apple will eventually partner. Not expecting to hear an official announcement any time soon.
 
  • Like
Reactions: nortonandreev
Yes, tell Amazon, Microsoft, Nvidia and all the ecosystem of companies who provide cloud services and rent huge data centres what b_ll sh_t it is.
History is full of companies that rush to profit from bubbles. If/when the AI bubble bursts in the next few years, Nvidia and the data centre providers will have made out like bandits from all the people rushing to throw money at them to not be left behind in the new gold rush. It is the AI companies (and those that have invested in them at such lofty valuations) that will be left holding the bag.
 
"A bird in hand is worth more two in the bush."

Apple has their core competency for hardware. Software has not been too spectacular in house but smart acquisitions have helped counter that deficiency.

In war, the front row troops were the first to die while the back ranks survived in larger numbers. Apple does not need to be the first into the fray. Like the "dot com" bubble, the streets will be littered with early adopters that spent huge sums and nothing to show for that spending.
 
Let's not mix things up - AI tools for businesses and AI gimmicks as part of consumer operating systems/devices are two different things. The first may make the second possible, but still.
I think it’s there for the consumer, the problem is the consumer doesn’t yet have a clue what to do with it.
 
This feels a bit like asking for more brandy while listening to the violins up on the top deck of the ship.

I sure hope AI isn't Apple's "iceberg".

View attachment 2541092View attachment 2541089
Naw, don't believe the hype. That's what the bubble echo chamber says to get clicks and manipulate Wall Street. Right now it is best to ignore the hype and Wall Street nonsense. No one is making any money on AI and there is no proprietary moat. Whatever AI is today is not it's final shape by a long shot. Right now Ai is amorphous and best to take the hype with a grain of salt.

Those loud vocal chants telling folks they are missing out is what caused Apple to fumble lat year. All they had to do is simply ignore the noise. Nothing has happened. Not only that, folks are worried about China with no modern GPU's saying they are going to steal everyone's lunch. That's amusingly paradoxical. "ACT NOW OR YOU'LL MISS OUT!" while at the same time "China is beating us with old coal and steam driven GPU's discarded by Nvidia"
 
Last edited:
  • Like
Reactions: citysnaps
Just spend the money Tim! Investors would like to see you used the BILLIONS on hand to actually buy something once in a while. Plus, if you purchase the US company vs a foreign one, the current administration might like that more but who knows!
 
History is full of companies that rush to profit from bubbles. If/when the AI bubble bursts in the next few years, Nvidia and the data centre providers will have made out like bandits from all the people rushing to throw money at them to not be left behind in the new gold rush. It is the AI companies (and those that have invested in them at such lofty valuations) that will be left holding the bag.
This comment of yours has no relation with what I was replying to, which is about calling the "cloud" a b_ll sh_t.

The cloud is not a "bubble", it's not a speculation based on projected gains. Cloud computing services are well-established, constantly growing and replacing on-premise deployments at pace. They are used by large and small companies alike, which depend on them. Amazon, Microsoft and Google are making profits from the "cloud", so it's not a b_llsh_t as stated in the previous comment.

If/when the AI bubble bursts in the next few years

So it's an "if" or a "when"? In the long run, every invention will eventually be replaced by a new one. If everything is a "bubble" because eventually will end, then the word "bubble" means nothing.

Note that the most recent and infamous "bubble" (the dot-com bubble) actually realized and exceeded its expectations. Sure, there were a lot of losers when it bursted, but other survived and recovered, new players emerged and thrived in the "dot-com economy".

In other words, betting that Internet was becoming one of the most important technological revolutions was the right thing to do. Forecasting who would have gained from it, deciding where to invest money and getting the timeline right is entirely another thing, much more difficult.
 
  • Like
Reactions: Ghengis LeMond
Just spend the money Tim! Investors would like to see you used the BILLIONS on hand to actually buy something once in a while. Plus, if you purchase the US company vs a foreign one, the current administration might like that more but who knows!

I think investors are mostly delighted that he keeps using HUNDREDS of BILLIONS to do stock buybacks.

Normal customers and users on the other hand...

😞
 
This feels a bit like asking for more brandy while listening to the violins up on the top deck of the ship.

I sure hope AI isn't Apple's "iceberg".

I think Apple is doing fine with whatever it calls AI, but also I don’t really care if someone else rises above Apple’s offerings for my use. And I really like that happens on device. I haven’t seen anyone do it materially better… but if they did, we could all just switch, right?

And I haven’t yet had the “iPhone moment”, where you use it once and say “I didn’t know that I needed this.” And I’m also not really that interested in offloading myself, create an “AI” that does something that matters and does it error free.
 
  • Like
Reactions: JoeSilver
Apple and Tesla would have been a great match. I started a Model 3 lease end of 2023, before Elon went crazy and all that.

It does so many things so much better than other cars and but fails miserably in other things because someone made a problem of something that wasn’t, then fixed it in the wrong way. Things like steering wheel indicator buttons, windscreen wipers which rely on camera vision instead of a rain sensor and the lack of parking sensors.

Sounds like the average piece of Apple hardware to me! :cool:
 
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.