Dan Romero on Farcaster

Dan Romero pfp

"Apple doesn't have their own LLM. They can't innovate." They also don't have their own search engine yet they make $20B+ a year from search. Lesson in there.

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kia pfp

when you are that size you make money off of anything. but are you maxing? the argument is more of a 'could they have made more if they had their own search/ad' -- google makes more than 20b off of their traffic otherwise they wouldn't pay 20b for it

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Ryan pfp

Nobody has ever heard of Amazon’s Nova but how much more are they making on AWS fees from all this

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meta-david 💥| Building Scoop3 pfp

meta-david 💥| Building Scoop3

Yea man, i agree zzz I wasn’t trying to dunk on Apple or being facetious with my earlier comment, lol. It really is masterclass management of leveraging resources to maximize profits. The scoreboard is driving value for their shareholders and Tim Cook is maybe the #1 value (vs. growth) CEO in the world rn

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JA Westenberg pfp

@joanwestenberg.eth

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gcmac.eth pfp

I think LLMs are quite different than search. Especially for on device inference it makes a world of difference to be first party vs third party in terms of optimization /performance. Plus the privacy aspects given sensitivity of what you’re putting in context window

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Geo Ppls pfp

It’s interesting what they choose to and not to vertically integrate. Because that’s kind of their thing. The weird part is the ones with the most money are the ones who should be building AI. And they have their own chips so it actually would make sense for them to build models optimize for their chips.

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CHRIS DOLINSKI pfp

for sure, as long as the aggregate dollar value of the toll > switching costs + lost innovative culture it's gravy

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Garrett pfp

Distribution is king When everyone has an Apple device in their hands, they can control and influence software distribution

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Cy Winther-Tamaki pfp

Cy Winther-Tamaki

Farcaster getting into hardware when?

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Marc pfp

@marcgarcia.eth

Why make you own llm when fanboys or devs looking for a job can do it for you posing as OSS tasks? https://github.com/apple/coremltools

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Nima pfp

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wkwkwk ".base.eth" pfp

wkwkwk ".base.eth"

Goo Goo farcaster

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Garan Base.eth pfp

👍🏽👍🏽👍🏽

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SunFlower pfp

Exactly. Owning the tech isn’t always the win — owning the distribution is. Apple’s superpower has always been turning other people’s tech into mass-market magic. Don’t bet against the company that made USB-C mainstream a decade late — and still won. #TechStrategy #Apple #LLM #DistributionIsKing

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Godson (Ø,G) pfp

@riyanardiansyah

Apple is like an expensive chef who doesn't cook himself, but knows which ingredients are the tastiest, his plating is luxurious, and makes everyone want to pay more for his food.🤷‍♂️

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monday ogah pfp

@investorawesum

Wow I never knew... It only mean something that you master your area of specialty and get other product from other company as a franchise right..

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The_Girl_in_Tech pfp

The_Girl_in_Tech

@the-girl-analyst

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Trcevalker.base.eth pfp

Trcevalker.base.eth

I swapped usdt0 in hyperevm 2 days ago but it is not visible in the wallet

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Steve pfp

The Search/Safari/Chrome rabbithole is super intriguing. There’s a lot of industry and regulatory fighting over facilitation of primary browser experiences that goes way outside the UX perspective, over seemingly “trivial” things like who’s set as the default where, etc. to the point there’s antitrust considerations. Super fascinating, anyone curious should give the 2024 December Reuters bit a read: https://www.reuters.com/technology/apple-seeks-defend-googles-billion-dollar-payments-search-case-2024-12-24/

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