The interesting part is not whether Apple wins the biggest model race, but whether it changes the economics: If enough AI runs locally, every token avoided is cloud capacity nobody has to build. That is a very different business model from selling ever more cloud compute.
Most people don’t need deep agentic ai on their phones, they just need quick answers to questions, to add events to their calendars, answer emails, and remember things about their lives. These local llms actually perform better than the cloud ones for these tasks
The interesting part is not whether Apple wins the biggest model race, but whether it changes the economics: If enough AI runs locally, every token avoided is cloud capacity nobody has to build. That is a very different business model from selling ever more cloud compute.
I’m pretty skeptical local models can hold a candle to the cloud-based ones, particularly the ones Apple trains.
Most people don’t need deep agentic ai on their phones, they just need quick answers to questions, to add events to their calendars, answer emails, and remember things about their lives. These local llms actually perform better than the cloud ones for these tasks
Yeah, basically an enhanced Siri.