Seems like there is a moat after all.
The moat is talent, culture, and compute. Apple doesn't have any of these 3 for SOTA AI.
It is more like Apple have no need to spend billions on training with questionable ROI when it can just rent from one of the commodity foundation model labs.
is it that surprising? they're a hardware company after all.
It is more like Apple have no need to spend billions on training with questionable ROI when it can just rent from one of the commodity foundation model labs.