Making a Mountain Out of Molehill-Sized M4 News

“*The entire Mac product line is set for annual speed-bump Apple silicon updates*” is, as far I can tell, the actual story. Not “*Mac sales are in the tank and Apple is overhauling the whole product line to change its focus to AI.*”

Daring Fireball

@daringfireball

The mystery to me is why Gruber continues to have Gurman on his show when Gurman does his Bloomberg oddball tea leaf analysis.

@davidhmccoy @daringfireball

When has Gurman been on his Podcast? I’ve noticed he’s been conspicuously absent

@CleatusFetus @daringfireball

Maybe it’s been a while. I have them recorded.

@davidhmccoy @daringfireball To my knowledge they’ve never been on a podcast together. If I’m wrong please send me the episode number I’d kill to see what that would be like.

@CleatusFetus @daringfireball

Gruber, you willing to chime in? When was the last time Mr. Gurman appeared?

mark gurman daringfireball podcast at DuckDuckGo

DuckDuckGo. Privacy, Simplified.

@delric @davidhmccoy @daringfireball

I understand that John links to Mark all the time but the original question is specifically about John hosting Mark on his Podcast.

Your link doesn’t help with that original question

@CleatusFetus @delric @daringfireball

Seemed like at least one. I thought there was an appearance after the Bloomberg spoofed chip story, but I will say I might be wrong.

Ultimately, if he hasn’t appeared, cheerfully withdrawn. I’m just not a fan of his analysis.

@CleatusFetus @davidhmccoy @daringfireball it does if you look at the results. i can lead you to water but i can’t make you drink

@delric @CleatusFetus @daringfireball

We’re all buddies. 😉

@davidhmccoy @CleatusFetus @daringfireball doesn’t change what i said. the top results literally contain the answer

@delric @CleatusFetus @daringfireball

Was listening to older podcasts for The Talk Show and it had Gurman. Not a recent show.

@CleatusFetus @daringfireball

Was listening to older podcasts for The Talk Show and it had Gurman. Not a recent show.

@davidhmccoy @daringfireball wouldn’t make a difference, Gruber doesn’t challenge the ideas of guests. Nilay Patel is the editor of Verge (home of terrible Apple takes) and frequent guest.
@davidhmccoy @daringfireball I think he was last on a live wwdc almost 10 years ago when he was still at 9to5mac. #122

@2happy1sad @daringfireball

Clearly thinking of someone else.

Edit

Was listening to older podcasts for The Talk Show and it had Gurman. Not a recent show.

@davidhmccoy Continues? When was the last appearance?

@swgs

Clearly thinking of someone else, possibly Patel.

Edit

Was listening to older podcasts for The Talk Show and it had Gurman. Not a recent show.

@daringfireball @gruber if the neural engine truly matters on the Mac, the quickest thing they could probably do is bump the number of cores it has on M-series chips. It's a little absurd that the M3 Max has the same number of neural engine cores as an iPhone. Makes the neural engine totally useless on a Mac, where the GPU needs to be used for any serious AI use (though afaik, even if they did this, LLMs can't run on the neural engine right now, they're missing features)
@daringfireball Spot on. But stock market still responds to this stuff. ¯\_(ツ)_/¯
@kaplag @daringfireball indeed. Mr Market don’t care
@daringfireball I hear it’s going to be their best CPU EVER. And they think we’re going to love it.

@daringfireball Under that schedule, CPU speed of the Ultra desktops vs. the Max notebooks becomes are concern. Mac Studio and Mac Pro would struggle to outperform the MacBook Pro for most of the year.

https://9to5mac.com/2023/11/09/every-apple-processor-compared-as-m3-max-matches-m2-ultra/

Every Apple processor compared, as M3 Max matches M2 Ultra - 9to5Mac

Macworld has updated its tables in which the performance of every Apple processor is compared – from the A13 Bionic...

9to5Mac
@tomrossberlin @daringfireball My thoughts exactly. To juice pro desktop sales, it would be better for them to get Mcurrent+1 Max and Ultra-based desktops out before the MacBook Pro gets Mcurrent+1 Pro and Max chips. For this reason I’m hoping the Mac Studio and Mac Pro M4 Max and Ultra will make an appearance at WWDC, even if just to be announced but start shipping later in the summer. People will still buy M4 MBPs for portable power no matter their release timing.

@daringfireball “No one is postulating that M4-based Macs will offer AI features that require M4 chips.”

Ok, @gruber, I’ll go out on a limb and predict exactly that.

@leoncowle It's certainly possible, but that would be huge news.
@leoncowle @daringfireball @gruber Or sometimes, apparently no hardware change at all. Does anyone know what exactly the Apple Watch Ultra 2 and Series 9 got hardware-wise for adding the Double Tap finger jesture that prevented it from being added by watchOS update to the Ultra 1 or Series 7? It certainly wasn’t due to “battery life”, at least certainly not for the Ultra 1.
@leoncowle Like what sort of feature? Even if Apple were going to make certain AI features exclusive to recent chips, I'd think they'd at least wait a year and roll such features out with support for one generation prior.
@gruber I have read no rumors to this effect, but it would not surprise me in the least if, like the Neural Engine built into the SOC or hardware H264/5 decoding, Apple also builds in an “AI Engine” into the SOC, optimized to on-device LLM training and/or execution. Perhaps this cycle is too soon, though, I’ll grant you that, given the 2-3 year design timeframe of new chips.
@daringfireball “With Apple’s in-house chips, the memory is more deeply integrated into the main processor, making it harder to add more.” I feel like this point cannot be emphasized enough. Even saying “more deeply integrated with the processor” really underplays what a fundamental shift the M-series requires, moving from DDR sticks of RAM to package-on-package LPDDR. A 512GB option will be a miracle, but it’s going to be a LONG time before capability to go beyond that
@daringfireball @gruber Oh, man! Wait until Gurman hears what a “Neural Engine” actually does.
@daringfireball maybe missing a “be” in this sentence? If all this pans out, it will indeed be news, but the news will that Apple has successfully gotten the entire Mac hardware lineup onto an annual upgrade cycle.