Apple and NVIDIA prices are not going to fall.
replyTheir competitors will. Anyone locked into these two ecosystems are willingly going along with it.
It’s not about the price of Apple products falling—I was commenting that the price of inference will continue to fall (chips getting faster). If “good enough” inference is in your pocket, this benefits Apple and harms Nvidia.
replyI got your insight as you intended, and I agree that good enough models able to run on commodity hardware will hurt Nvidia.
replyWe aren't far from that point.