AAPL and Apple

[hanera]

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@manch

Up until last week Apple’s AI strategy was mostly self driving cars.

Obviously you don’t know what is AI.

@manch

2000 people is a lot by Apple standard.

@hanera

IMHO, 2000 is too few which tell me something. I recall Steve Jobs mentioned the number of engineers working on iPhone was in the order of 10,000s, can’t remember the number and couldn’t find in the web.

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@manch

The telltale it’s a sinking ship is that Apple did not buy that many Nvidia chips, and therefore not a real AI company.

Still stick to this foolish conclusion. SMH.

@hanera

Who are the companies that need AI chips? What are the chips for? When do they need chips? Where do they need chips? Why do they need chips?

What kind of chips are NVDA selling? Do Apple need them? Is there an alternative or even more productive way of fulfilling the need? Do Apple need as many H100s as companies like MSFT?

@manch

…Apple… not a real AI company.

When did Apple call itself an AI company? AFAIK, Elon Musk keeps calling TSLA an AI and robotic company.

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Btw, don’t read too many Reddit and don’t blindly adopt the views of Redditers.

Spend more time reading raw data and patents.