Horace Dediu on Apple Sitting Out the AI Spending Race
https://daringfireball.net/linked/2026/03/15/dediu-apple-ai-spending
Horace Dediu on Apple Sitting Out the AI Spending Race

Link to: https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/

Daring Fireball

@daringfireball Dediu has nailed it. You’ve spent months barking up the magic LLM tree, even though the jury’s still out on whether “agentic” LLMs can ever be created that are reliable enough to justify their cost. Really, the writing’s been on the wall since Deepseek R1: LLMs are a commodity.

This is similar to Liquid Glass – where others (de With, in that case) thoughtfully map forests, these days you just count trees. I can only hope Apple has stopped listening to you🤞🏽