alt Hacker News100%. It feels like Apple is perfectly happy letting the AI labs fight a race to the bottom on pricing while they keep the high-margin user relationship.
I'm curious if this officially turns the foundation model providers into the new "dumb pipes" of the tech stack?
Replies
whywhywhywhy • yesterday at 6:57 PM
As if they really have a choice though. Competing would be a billion dollar Apple Maps scenario.
It’ll be interesting to see how it plays out. The question is, what’s the moat? If all they have is scaling to drive better model performance, then the winner is just whoever has the lowest cost of capital.