Facing the Future

The Apple Strategy
For now, Apple plans to be a reseller.

It claims a “partnership” with OpenAI but there’s nothing it can’t get out of. Apple is focused on building models that can run directly on its clients, as opposed to larger models that require an online connection.

Given that the large models aren’t getting better fast and continue to hallucinate, even after considerable use, this looks like a sound strategy. Given the size of the phone market, any gains from Android will mean big money, and the Indian manufacturing base could bring such gains in the Middle East and Southeast Asia, where economies are growing and where many countries are at relative peace, such as in Vietnam.

This means that when the GenAI market crashes, as everyone is predicting it will, Apple shouldn’t. It is independent of the madness, and I wonder why more analysts aren’t pointing this out.