Who has the most to lose?
The current incarnations of AI felt like they came from nowhere. Most people weren’t aware of the technology until returning to work after the 2022 holiday season. Since then, the industry has proliferated with dozens of competing models, most recently including powerful but affordable frontier models such as Qwen and Kimi.ai.
These models aren’t necessarily all as good as one another, but in many cases for much of what we do, we’ll find them to be good enough. That’s an existential crisis for some, as industry observers now think the inevitable pricing pressure means some services might have over-invested in capacity before finding any way to turn a profit.
Those profit-seeking services are the ones with the most to lose as Apple extends its hardware advantage, democratizing AI access for all while providing platforms suitable for edge AI, on-premises AI, private AI, and even AI access using third-party services. (The need for the latter will shrink as the capabilities of the former get better.)
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