alt Hacker NewsMan, if all that makes Apple a "winner" then I'm dying to hear your assessment of Nvidia.
Factoring in the increased cost of memory, Apple's threatened service revenue and the stagnation of ecosystem products like the Mac and iPad, I think they have a really challenging future to navigate. The whole "sell people a B2C ecosystem" business model is more threatened than ever.
The contrast I'm drawing is running these models locally vs on the cloud and how that would be a selling point well received.