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.
I think both points are very incorrect. Apple has a massive moat. And Apple is making hardware (specifically, CPUs) that are two years ahead.
Unlike the "pure" AI players, who rely on NVIDIA and others, Apple is relying on its own capabilities, vertically organized, to maintain its lead in consumer space.
They are using the "cloud" to again, vertically integrated, to preserve their "privacy first" consumer marketing, their hardware to maintain their "premium product" lead, and they are usually second to a market after a first-mover advantage has been reduced by ongoing development.
Hint: money is not the only reason.
Jeez.
If you fortunate to get a job at any of the big tech companies today, quibbling about the pay package is the least of your worries.
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.
Lmao
> Many of you think you are so smart on topics outside of your domain
Turn the mirror around
They spent decades learning to eliminate a 1000 headaches for themselves, and many for their customers, by accumulating vertical integration:
The co-design of their own comms, processors, devices and OS variants. Their own integrated supply chain and sales channels.
The better the results, the more invisible or clock-like their delivery.
Very easy to overlook. But nobody can match them on their terms.
(Nintendo also applied a unique set of internal advantages to generations of successful devices: vertically integrating humble components, highly scoped software, a strong theory of fun, and deep branding with novel polished interfaces.)
Apple is the only company that actually listened to Alan Kay when he said if you care about software, build hardware.
They are the last company that’s vertical from the 1980s. Unfortunately, all the other companies (SGI, Sun, Digital etc..) died in the face of the Wintel colossus.
Marketing is irrelevant. If you don’t have something to sell that is actually any good see the Microsoft Surface fiasco and its lack of an impact in the marketplace.