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adlrocha.substack.com on Hacker News

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Screenshot of adlrocha.substack.com: Apple's accidental moat: How the "AI Loser" may end up winning

Apple's accidental moat: How the "AI Loser" may end up winning (adlrocha.substack.com)

347 points by walterbell 6 months ago | 302 comments

Substack essay arguing Apple, seen as an AI laggard, may win through its hardware and on-device advantage as frontier AI models become commoditized.

apple apple-silicon on-device-ai open-weight-models

Screenshot of adlrocha.substack.com: What if AI doesn't need more RAM but better math?

What if AI doesn't need more RAM but better math?(adlrocha.substack.com)

140 points by adlrocha 7 months ago | 75 comments

Screenshot of adlrocha.substack.com: Intelligence is a commodity. Context is the real AI Moat

Intelligence is a commodity. Context is the real AI Moat (adlrocha.substack.com)

109 points by adlrocha 7 months ago | 76 comments