discountopinion

Completely blown away with the measured and savvy AI strategy from Apple. Rather than getting into the Buy all the Nvidia cards war of attrition they are doing things a lot smarter. Much of the inference "Capex" will be borne by the customer since inference is on device. Brilliant PCC stuff and smart pluggable OpenAI integration that can be swapped out if needed in the future.

I also think their image generation models are careful as to not alienate their key partners in the creative space, while providing useful things for all consumer normies.

Big letdown was no explicit reveal on HomePod Siri which is frankly lobotomised at this stage. 

Overall I see mass device upgrades in the future as people want to benefit from all the benefits. Math Notes is incredible. 

I am thinking that Apple may have some form of optionality in models they use for M1, 2, 3 and 4 given that their RAM config and NPU spec varies a lot. 

Hmmm not convinced they will do it as portrayed as there as some similar adoption use cases in the past that bit Apple while at the same time bought them time.

It makes sense for Apple to bundle a LLM service into their iCloud+ subscription, be it OpenAI or Anthropic. Google's Gemini is a no-go since they are embedding it into Android and also since they are already in hot water with the Google search deal.

Would not an option be to lean into the OSS movement and I am also thinking that if Apple takes Llama 3 and throws a lot of tuning and compute at it could form the core of a service offering as well?

I think they will go Apple in house for Siri given that they have great on device models already in open source.

I am not convinced this is true. Apple seems to be accelerating devices towards the M4 platform or they would not have dropped the M4 bomb with the iPad Pro.

Further they have demonstrated acceleration in model ramp of CPUs last year by releasing multiple SKUs of M3* at the same time. This indicates massively improved partnership and logistics with TSMC and if continued to improve then we have a fair shot at across the board launch for WWDC which would be a tour de force to signal Apple is back with a vengeance and is all in on AI.

I am hoping hoping for M4 Ultra shockwave at WWDC to send the Pros swooning.

Solid silicon update. 

Anyone want to bet that we will see some refreshed Macs@WWDC with the M4? Since they are making a massive AI play it would make sense to get the M4 into both the IPadOS and macOS camps stat.

My old Mac with M1Max may need a refresh..

Nah this rumour is hogwash.

When AV Pro 2 comes out in 2025/26 it is likely having M5 or M6. M4 was a giant leap from M2, so likely AVP2 will have some serious horsepower to bring to the table and likely by then widely established on device GenAI models in iOS and VisionOS.

Question is what this will enable us to do. Maybe the UI can start predicting intent?