In 1997 nobody could tell you why you'd want a gigabit connection. AI is in 1997.
Everyday AI is about to be good enough. That’s the strongest case anyone has made for Apple in two years, and it measures the wrong thing.
TL;DR
- A central argument suggests that as AI becomes 'good enough' for ordinary tasks, dedicated, paid AI models will become less necessary.
- This perspective is criticized for focusing on existing known tasks rather than acknowledging that new capabilities create new demand, similar to the evolution of internet bandwidth.
- Apple's ownership of devices allows it to capture moments when needs arise, but this is an opportunity, not a final settlement.
- The value generated by cheap AI capacity and the revenue captured by its providers are distinct.
- Future reliance on server-side AI features may involve fees for expanded access, indicating Apple's intent to monetize recurring relationships.
- The core question is about the future of demand when intelligence becomes inexpensive.