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@unknown
@cryptopunk7213 Apple bets on people owning computers. It's a good bet. Others bet on 5 computers in the world. They get mogged like the 1950s again
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@cryptopunk7213posted on X
i find it fucking hilarious how Apple "failing" at AI is now the exact reason they're about to win it: - watched everyone else burn $1.4T+ building models... then picked the winner (gemini) to use for... $1B - while everyone fights to grow users, apple flips a switch and 2.5 billion devices get AI siri tmrw. - $150B to splurge on the device / app layer. zero competition (because everyones spent their cash). - while openAI charges $200/mo subscriptions, Apple lets you run models on-device (cheaper, faster, private, personal) - while openAI struggles to build an AI device, Apple just dropped 5 powered by the best AI chips for hand-held devices. they "lost" the model race because they didn't need to win it in the first place greatest to (accidentally) ever do it.
View original tweet on X →
Community Sentiment Analysis
Real-time analysis of public opinion and engagement
Sentiment Distribution
82% Engaged
54% Positive
28% Negative
Positive
54%
Negative
28%
Neutral
18%
Key Takeaways
What the community is saying — both sides
Supporting
1
Strategic patience as a playbook
Commenters frame Apple’s moves as deliberate long-term strategy, calling it “4D chess” or a “masterplan”: wait, watch competitors burn cash, then integrate the winner into a polished ecosystem. Many see this as the same pattern that produced the iPhone and iPod successes.
2
Distribution beats model ownership
Repeated emphasis on Apple’s 2.5 billion devices as the real moat: owning the “nervous system” (devices + UX) is argued to matter more than owning the biggest LLM. Distribution and integration into daily apps are highlighted as decisive advantages.
3
Hardware and edge compute
A lot of attention on Apple Silicon (M5, tensor cores, on-device inference) and the claim that on-device LLMs can rival cloud models for many tasks. Users point to cheaper per-user costs, lower latency, and independence from token/licensing fees.
4
Let others build the models
Many applaud Apple for letting rivals bankroll the training arms race and then partnering (e.g., Gemini). The “sell shovels” metaphor recurs: Apple leverages others’ R&D while preserving capital and optionality to acquire winners.
5
Privacy and personalization as product differentiators — Commenters argue on-dev...
Privacy and personalization as product differentiators — Commenters argue on-device models enable encrypted, private, highly personalized assistants (calendar, messages, habits), which can outperform generic cloud models for user-specific tasks.
6
Developer and ecosystem implications — Several replies worry or speculate about new dynamics
Siri/assistant mediation could bypass traditional app funnels, changing ASO and developer strategies, and creating winners for apps optimized for being the assistant’s chosen action.
7
Market and investment framing — Many view Apple as a safe AI investment
massive cash reserves, low incremental capex compared to cloud builders, and the ability to buy survivors cheaply. NVIDIA and cloud-capex spenders are cast as the ones profiting from model races so far.
8
Vendor risk and future in-house moves — A sizable contingent flags dependency on...
Vendor risk and future in-house moves — A sizable contingent flags dependency on third-party models (Gemini) as a vulnerability; expectations are that Apple might eventually build in-house once the layer commoditizes or supplier terms change.
9
Mixed technical realism and caveats — Some call out limits
not all models scale smoothly to billions of users, hybrid cloud/edge architectures will persist, and general-purpose frontier models still matter for some use cases. Several replies stress both cloud and edge will coexist.
10
Cultural reactions and humor — Between praise and skepticism, the thread is full...
Cultural reactions and humor — Between praise and skepticism, the thread is full of playful takes—Apple as the latecomer who still wins, Tim Cook as a calculating winner, and memes about “skating to where the puck will be.” The tone mixes admiration, strategic envy, and wry amusement.
Opposing
1
many users call Gemini inadequate
and accused the poster of a bad take, using sharp and often insulting language to reject the claim that Apple (via Gemini) “won” the AI race.
2
outsourced its AI
and will become dependent on Google, which commenters say turns a tech leader into a mere retailer of someone else’s core technology.
3
on-device limitations
commenters point to model-size and compute gaps (e.g., 7B vs 175B parameters), arguing frontier cloud models will remain far superior for most advanced use cases.
4
Many invoke Siri’s history as proof Apple “fumbled” AI
complaints cite long-standing failures, past false-advertising claims, and a perception that Apple tried and failed to build its own competitive models.
5
complex local setups
.
6
Claude, ChatGPT, and Anthropic
over Gemini, asserting that open-source and cloud leaders have already pulled ahead.
7
A minority offer nuance or mild defense
some say Apple’s hardware and ecosystem still matter, note privacy-conscious users may value on-device options, or suggest Apple might “get lucky” with future moves.
8
Beneath the technical debate runs a cultural critique
many accuse Apple of repeating a cycle of late adoption and marketing over invention, and warn that relying on third parties for AI could erode Apple’s long-term position.
Top Reactions
Most popular replies, ranked by engagement
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@unknown
@cryptopunk7213 apple’s strategy has always been wait, watch, then execute. People call it late. but it usually works
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@unknown
i just wrote an article explaining Apple's master plan https://t.co/Yiq8lilbNc
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@unknown
@cryptopunk7213 Im sorry to hear that you belive Gemini is the winner. Kind regards
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@unknown
@cryptopunk7213 Apple used to be the most valuable company and now isn’t even a distant second. Not sure you understand how these things work.
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@unknown
@cryptopunk7213 Really dude? If your AI is a retard, everything else is just a fart in the wind. Siri is completely incapable of anything at this point and we're 2 years in already. This exactly why I left iphone.
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