Also, a lot of companies are looking at how to run capable models locally to cut some of their (massive) cloud AI bills. An easy answer is worth a lot to them.
What makes this expensive & sell well is it's not very fungible at the moment. Where else are you going to get 512 GB of high speed memory with a well supported accelerator attached that you can throw in the corner of anyone's home and not really have them notice? There are plenty of lesser options, plenty of noiser/power hungry options, plenty of harder to support options, but not really something in direct competition at the moment. Even the next rounds of the integrated AMD/Nvidia solutions are only targeting 196 GB of much slower memory and compute.
Closest competition I see right now are stacks of 2-4 connected DGX Sparks, similar lowish speed high mem, and about the same cost/gig.
For me personally, not quite that valuable yet, but I think it's getting there quickly. Deepseek V4 Flash massively increased the value of local AI to me, to the point where it's displaced most of my Claude Code usage, its upcoming vision enabled version should bump it further, and it's only going to get better from there.
It's a lot faster, but a lot of it is also feeling free to discuss things I wouldn't be comfortable sending to Claude, with the idea that that info is now theirs in perpetuity. I got my genome fully sequenced recently (it's cheap now!), and I get a battery of blood tests every year. Wouldn't do processing on any of that with Claude, but local AI? Totally great.
And if I was running a company with a large cloud AI bill, I'd probably buy a wheelbarrow full of these macs. Cheaper, but also a more solid/predictable base to build on.
For the M5 Ultra, I suspect it would be valuable for someone who wants to achieve all the above and more, but with local AI due to data privacy concerns, and also not regulated data that comes with lots of other requirements solved by more traditional approaches.
Three possibilities:
1. The type of person who deals with lots of intellectual property using expensive Mac-only desktop applications that aren't meant for servers, whose mind has formed positive associations with the term "Apple Intelligence", whose values overlap with Apple's lawyer's values, who actually stands to profit from having a Mac that's more powerful than anyone else's Mac, whose long-term goals are not impacted by planned obsolecense on a piece of computer hardware costing over $25k ($50k after 1TB SSD add-on).
2. Trust fund beneficiary who wants to show off, LARP as #1, prime target for Apple's marketing.
3. 2026 kit for billionare-class iPad babies. All brain rot content is 100% local AI-generated. Never have to speak to your children again. A true "we have dead internet theory at home" machine.
AI based tools are very useful here - thinks like object removable or cleanup etc, not just AI generation.
For example Apple mentioned performance increases for https://learn.foundry.com/nuke/content/reference_guide/air_n...
Even using multiple windows in parallel for as many as 5-10 hours per day, I find that I am not fully using my claude max (20x) and chatgpt pro (20x) accounts. I can for sure use up the claude max account, but chatgpt either gives me a free reset before I run out of tokens or I just fail to use the full quota. The quota for Sol seems like 10x that of Claude Opus at the same level, and forget Fable, you can use a 5 hour quota in 20 minutes.
But lets do the math:
Lets say a 20k workstation can run 1 inference at a time at the same speed you get with Sol hosted by openai (big assumption) and run an equally capable model (big assumption).
Each month this gives you about 100-170 inference hours on a Sol 20x Pro account, and 720 hours (if you utilize 24/7) on the workstation.
Assuming a 36 month amortization before the workstation has to be replaced due to no longer being able to run frontier models or is too inefficient due to electrical costs or what have you:
The monthly workstation cost is about $550 capex and $150 electricity -> $700/month
You would need about 6 Pro accounts to reach that capacity, which would cost you $1200 a month.
But this fails because:
- You most likely can't utilize the workstation 24/7. Your work hours will be concentrated into 6-10 hours per day.
- During work hours you are capable of utilizing more than 1 concurrent session. 6 Sol accounts would support as many as 20-30 during working hours, not all the time but if you could burst to that many (don't forget sub-agents and agent directed parallel agent workloads).
- In 1 year the cost of Sol level models is likely to cost a fraction of what it does now.
this leads to:
Workstation 1 Sol Pro 2 Sol Pro
Monthly cost $700 $200 $400
Raw capacity (hrs) 720 120 240
Usable capacity (hrs) 100-130 120 240
Concurrent sessions 1 3-5 6-10
$ per usable hour ~$6.00 $1.67 $1.67
Usable hours per $700 ~115 ~420 ~420I have agents running 24/7 doing research, in fact I would argue this how they will be used for most programming tasks in the near future. For chatting, I agree local inference makes no sense. But for tasks that run continually, I'm not so sure. Personal computers took a while, local inference will too, but I think it will happen.
I'm not trying to cure cancer, although I do hope people who are use LLMs. ;)
The assumption previously used was that you can run a Sol level model on an M6 or whatever hardware $20k gives you. That is not true, it was an assumption made to show that even giving your own hardware every reasonable advantage it still loses.
Lets compare buying tokens of the best model you might run on your own hardware (still being unrealistic in favor of your own hardware) vs that same class of model on the market. I think one of the best models you might be able to run is GLM 5.4, but lets just look at chinese models generally:
$20k workstation, best case: $15k M5 Ultra 512GB, 36-month amortization, ~$440/mo. Runs a GLM-5.3-class model at ~30 tok/s. Saturated 24/7 it produces roughly 58M output tokens/month.
Buying those tokens:
DeepSeek V4 Pro @ $0.87/M $50
Kimi K2.6 @ $4.00/M $232
GLM-5.3 @ $4.40/M $255
Kimi K3 @ $15.00/M $870 (does not fit on the box)
The economics can never work in your favor for buying your own hardware here, unless you can utilize it or sell excess capacity and you have access to nearly free electricity. The reason is someone else can buy the same hardware at scale (or realistically more efficient hardware), park it somewhere with very cheap electricity, and sell tokens. They can get very high utilization that you are not likely to get.And keep in mind I am giving 'your own hardware' no overhead or maintenance cost, despite your condition that it's in a large corporate environment. In reality corporate IT would make it almost impossible to set up and your would need huge lead times to buy the hardware and get it installed.
So yes, at that speed for sure. But if the speed goes up? or the ability to batch at the same speed goes up? The economics start to shift. The gap is much closer, and you'd end up with a box you can still use or sell later.
Subscription pricing is still the best though!
Where you might win by owning your own hardware: - Hardware costs go up, and thus api costs go up. You've locked in your pricing. - Chinese/Open models become illegal/hard to access the way we do now. OpenAI and Anthropic are trying very hard to build a regulatory capture scheme to do this. I think they will be unsuccessful because China just won't participate.
isn't the whole point of all this ..... agents? isn't that what literally everyone is always clammering about in these threads? in which case the workstation is useful 720 hours out of 720 hours.
Put another way: If $25k is the full extent of the start up capital costs, and operating costs are very low, that is a much cheaper business to start than most! The question is whether this is actually a useful model for a revenue generating business. I think that remains to be seen.
My guess is that there will be a few hits (which we'll hear a lot about - especially when someone actually pulls off "the first single-person unicorn", which I do suspect will happen someday) and a huuuge number of misses, which we won't hear much about.
This is, sadly, probably a foreign concept to a lot of people who have only worked at companies where hardware purchases are viewed as something to minimize and everyone is stuck with the same low spec laptops that the finance department picked out. At companies where someone might have a legitimate use for a $20K machine, their fully loaded costs (not their salary) are $300K or more, and other teams like sales are spending thousands of dollars per week on things like travel and hotels for their job, spending $20K on a computer that’s going to last several years is not a hard choice.
If Apple didn't sold these things they wouldn't make them but, also the level of marketing that Apple is talking about for AI is basically the new group they need to capture because the ones I just listed are already buying Macs and or easily to motivate with the other obvious CPU / GPU performance upgrades for code compilation, faster memory and video transcoding.
Its cheaper than Nvidia AI hardware.
That may not be many people, but there certainly will be some people who want to do that, and are willing to pay big bucks to do so.
to answer your question : looking at the aftermarket availability of Apple's prior best and brightest : practically no one buys them.
"people here buy them" , well, 'here' is one of the most affluent groups of people in the world.
They're available as movie and television set pieces (undoubtedly disappearing into the home of someone close to the staff post-production), and for administrative/boss types that can slip the cost into a ledger somewhere that few will ever see.
It has been a hobby of mine every few years to check out the apple site and see how big I can option a machine. My record was when I was in high school years ago and was able to option some pro studio-ish apple desktop thing to like 61,000 usd out the door.
For one thing, you can’t tell from a movie what the specs are. A $999 Mac Studio looks exactly the same as a $20,000 one.
For another, Apple updates the industrial design on their products so rarely, a 6-year-old Mac, iMac or MacBook also looks nearly indistinguishable from a brand-new one.
I'll find other ways to use the power though, opencode or maybe start working on more video projects.
Convenience: if I want information from a chatbot, I don't want to have to hear how I can save on my car insurance by switching to another insurance company. That's basically what websites have become. Go to any American local news station's site. It's just wallpapered with ads and you'll inevitably get a popup asking to subscribe. I don't want that from my chatbot.
Cheapness: this doesn't matter over the long run because inevitably, both straight-up monetary payment and revenue generated by invading privacy become part of the service providers' revenue streams, if they don't start out that way. Cable TV used to be ad-free, as did streaming services. Then there was a need to fund the coke habits of some finance guys in Lower Manhattan, so ads were introduced as a "free" tier. Now there's only "reduced" ads on the paid tier, and you still fork over your data to let service providers give advertising clients a better profile of you.
Safety: identity thieves, stalkers, and even government agents acting against the law use commercial data sources to do things they otherwise couldn't. Imagine what they could glean from chatbot or other AI sources.
If you're your own LLM service provider, none of this is a problem.
It’s when self hosting and local hosting was the norm, and why it’s also starting to come back.
There will be workloads that can never touch a public cloud, and for it solutions like this are an option.