I’ve been saying it for a while: there’s no moat in the models themselves. The biggest opportunities lie in platform integration, which is where Apple, Google, and Microsoft are better positioned. - ThreadSky

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maffe.is • 6 days ago

I’ve been saying it for a while: there’s no moat in the models themselves. The biggest opportunities lie in platform integration, which is where Apple, Google, and Microsoft are better positioned.

Reposted from The Verge

Personal context is Google’s big advantage in AI

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maffe.is•6 days ago

(Of course it helps that Google also has some of the best models, but that would not be enough, without the weight of their platforms)

kylehugh.es•6 days ago

I have thought the same for a while, but I think Apple is a tier below the other two in terms of positioning. They don’t have, or have a controlling interest in, a frontier lab. Nor do they have the infrastructure or hardware to run models in their data centers. They have less agency, overall.

maffe.is•6 days ago

I think those are not the main problems. Models are not a big issue (they even have a decent homegrown foundation one, plus their own custom infra).

Tragically, I think they have gotten weaker at what it’s been typically their strength: using that tech to build coherent, desirable experiences

maffe.is•6 days ago

I am saying that based on the way they botched the rollout of Apple Intelligence. The biggest problems have not been the models or the infrastructure, but rather organizational issues.

kylehugh.es•6 days ago

I agree with all of that as well, and that in the long-term models are not a moat. But, if we accept this is all moving at a breakneck pace due to belief in a first-mover advantage, I don’t think Apple, even if they wanted to, could now flip a switch and compete with what Google announced yesterday.

maffe.is•6 days ago

I don’t think there’s any significant first-mover advantage, but I agree they could not do that today.

Will it matter though? The business models around this stuff are yet to be validated.

Apple is very rarely the first mover, but often one of the players actually succeeding, once they get to it.

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