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by rswail6 hours ago |
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upvoteby drob5186 hours ago|
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Well, the moat is that cpu/npu development is very hard, requires talented engineers, and requires access to cutting edge fab process, all of which in turn costs a lot of $$$. So, sure, “anyone” who has all that can definitely breach Apple’s moat.
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upvoteby uurue16 hours ago|
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Ok.. and why specifically do people work at Apple?

Hint: money is not the only reason.

Jeez.

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upvoteby sneak4 hours ago|
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Most of the smart people I know have left Apple because over the last ten or fifteen years, all of the reasons other than money have gone away, and they don’t pay well.
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upvoteby intrasight4 hours ago|
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> Apple has never had a moat, anyone else could have built this sort of hardware but they haven't.

I think both points are very incorrect. Apple has a massive moat. And Apple is making hardware (specifically, CPUs) that are two years ahead.

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upvoteby uurue16 hours ago|
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Ermmm what?

Apples largest competitive advantage has always been and always will be - trust combined with epic marketing to make the vast majority of people aware of it.

Trust of quality, privacy w.r.t data etc.

I’m sorry but I’ve seen so many bad takes re. Apple over the years. Many of you think you are so smart on topics outside of your domain - but you’re not.

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upvoteby Nevermark4 hours ago|
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Don’t underestimate how much of their success is due to unusual internal advantages over competitors.

They spent decades learning to eliminate a 1000 headaches for themselves, and many for their customers, by accumulating vertical integration:

The co-design of their own comms, processors, devices and OS variants. Their own integrated supply chain and sales channels.

The better the results, the more invisible or clock-like their delivery.

Very easy to overlook. But nobody can match them on their terms.

(Nintendo also applied a unique set of internal advantages to generations of successful devices: vertically integrating humble components, highly scoped software, a strong theory of fun, and deep branding with novel polished interfaces.)

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upvoteby fasterik6 hours ago|
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What exactly about the parent comment is wrong? Apple has always been good at making hardware that people are willing to pay a premium to use. I can easily imagine them playing a similar role in local LLMs to the role they played in personal computing in the 1980s or smartphones in the 2010s.
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upvoteby oakejp126 hours ago|
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> Apples largest competitive advantage has always been and always will be - trust.

Lmao

> Many of you think you are so smart on topics outside of your domain

Turn the mirror around

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