Threadguy on Apple's AI strategy
Threadguy claims Apple is leading the AI race by spending nothing on the technology. He states the company possesses vast sums of money and is not a research lab engaged in groundbreaking work. He describes Apple Intelligence as unremarkable, noting Siri's poor performance. He provided links to support his points.
Transcript (en)
The company that has spent no money on AI, zero. All they have is insane amounts of cash on hand. They've spent no money on AI. They're not a frontier lab. They're not really doing anything interesting. Apple intelligence is whatever. Siri sucks. They have done absolutely nothing. And they are winning by doing nothing. They spent the bare minimum, man. It's crazy. This is crazy. And it, I don't know, like the other companies look at this and think, okay, maybe we should cut our CapEx spend if we're not anthropic or open AI. Do we need to cut CapEx spend? It was crazy.
