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vessenestoday at 5:26 AM1 replyview on HN

I mean, they tried. They just tried and failed. It may work out for them, though — two years ago it looked like lift-off was likely, or at least possible, so having a frontier model was existential. Today it looks like you might be able to save many billions by being a fast follower. I wouldn’t be surprised if the lift-off narrative comes back around though; we still have maybe a decade until we really understand the best business model for LLMs and their siblings.


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tonyedgecombetoday at 6:30 AM

I think you are right. Their generative AI was clearly underwhelming. They have been losing many staff from their AI team.

I’m not sure it matters though. They just had a stonking quarter. iPhone sales are surging ahead. Their customers clearly don’t care about AI or Siri’s lacklustre performance.

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