While other companies race to build the best AI models, Apple is benefiting from the commoditization of intelligence. By leveraging its existing user base and vast data collected through its devices, Apple can create a unique moat around personalized AI experiences. Additionally, Apple’s efficient chip architecture, particularly its unified memory, provides a significant advantage for running AI models locally.
https://adlrocha.substack.com/p/adlrocha-how-the-ai-loser-may-end