Stephen Hackett commenting on a report in The York Times about Apple not allocating much of a budget to AI servers:

For a company that says it doesn’t like looking back at its own history, very often, Apple makes decisions like it’s the late 1990s and the company is on the verge of failure. That drives it to make incredible products, but it also means Apple can be incredibly stingy. To play in the AI race, you’ve got to be willing to spend piles and piles of cash.

Adrian Schoenig

Counterpoint from China: DeepSeek.

Rene van Belzen

AI seems to be at a dead end towards human-level intelligence, both quantitatively (models only marginally improve) and qualitatively (no signs of consciousness nor reasoning patterns, whatsoever). Without a breakthrough, all this cash spent will go up in flames, poof. Apple knows this, and only does damage control for their image as a leader in big tech. Current AI is useful, just not as powerful as it’s hyped up to be, supposedly to attract investors.

Manton Reece @manton
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