Daring FireballMar 15
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
Show threadtylercheung
@daringfireball also, given the apple hardware popularity amongst AI modelers (also given than Apple makes 100x more of them than nvidia makes GPUs), the AI play is to have a focused/dedicated API/drivers unit that makes Metal equal/better than CUDA; make the pickaxes instead of jumping into the mining for gold thing
Mar 18 at 5:57pmIvory for Mac