- With the democratization of open-source foundational models, monetization will likely come from their utilization, which Apple will enable with their devices' ecosystem.

– With the democratization of open-source foundational models, monetization will likely come from their utilization, which Apple will enable with their devices’ ecosystem.

— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024

– With the democratization of open-source foundational models, monetization will likely come from their utilization, which Apple will enable with their devices’ ecosystem.

– Their silicon strength and fab supply chain influence will likely give them an edge over Nvidia – GenAI / OpenAI is not a threat to them. Just a matter of time to allocate enggs and they can do it. Apple might partner with OpenAI

– Looking at their balance sheet, their dry powder will deplete. So new acquisitions will likely come with equity. Win-win for acquiree and shareholders. – Organic innovation still seems unaddressed, as with the buyback they might not be able to take moon shots