VR wasn’t AI.
As for the rest, they’re the only major tech company to not have a serious case of AI FOMO and dumping all their cash into that FOMO. Thats not an accident.
As for the rest, they’re the only major tech company to not have a serious case of AI FOMO and dumping all their cash into that FOMO. Thats not an accident.
Do you even know what FOMO is? The money is being spent in physical infrastructure, not the the metaverse.
Its a fair one to make both ways imho. Clearly the compute is being used for value generating purposes. And also clearly higher tier models are becoming runnable on local hardware.
(edit) I think also a comparable argument could be: What happens to the value of all that infra when the model is so commoditized, that Apple can delegate the more compute expensive tasks to whichever service is the cheapest on that day? Is Anthropic still valuable if they need to drop the prices of their models by 10x?