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bel8today at 2:56 AM2 repliesview on HN

Note that this reserved capacity now has competition from OpenAI, Anthropic, xAI, Meta, Microsoft, Chinese data centers and so on, all willing to pay premium.

If comapnies keep spending half a macbook neo worth of subscription on AI plans monthly per person, Apple is going to have a hard time competing.


Replies

mcintyre1994today at 8:29 AM

Companies are spending even more than that if they’re using the $200 subscription worth of tokens on the enterprise plans too.

airstriketoday at 3:19 AM

That's a very big if, though. There's been extensive news coverage about companies increasingly trying to move away from tokenmaxxing

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