99% of people will use whatever AI is free. The sophisticated, heavy users that are willing and able to pay a lot of money the ones that will be interested in controlling their inference bills.
Today, the sweet spot where an M5 Ultra makes sense is tiny. But we might expect that to grow a lot.
Even if you could get a frontier model, you would not be able to run it on any Mac. So speculating on what M7 or M9 will achieve in 5 years (if we even still exist) seems pointless.
I don’t think Apple is going to lie down and cede AI to the cloud.
How about writing mail to President and senators on AI doomsday scenario if frontier labs do not pace themselves?
That mini model on mac mini would scared to hell to do such thing. It need that rugged frontier model to speak truth to power.
I would love to find an excuse to buy a 10,000 dollar machine! But I cant find one yet. My current cloud bill is in excess of 400 USD per month. Just can't achieve frontier model capabilities locally.
Sam's address will probably be more riveting, imaginative, and terrifying than the last couple of Terminator screenplays. Legislators will lobby him to write the laws for them, and the ghost of Harlan Ellison will threaten to sue him.
I really don't see who buys this, except people who want the Studio for some other reason. But nothing in the story says you want to fill racks with these instead of Blackwell or TPU parts; it's not even close.
Think of a company like Apple moving onto your turf. They’re not going to cede AI to the cloud. They want their part of the pie.
So in 7 years, how much AI will be handled locally on your iPhone. And will you have repaid all the debt on your balance sheet before Apple eats your lunch
It's way too easy for 1T+ frontier labs to ditch Nvidia. So Nvidia will also put effort to make sure there are open weights models and local hardware available.
And Apple will benefit from this too.