Marco Arment

I think that is a direct result of Apple having having announced private cloud compute the way they did.

So even if Apple's version of this is kind of a temporary flash in the pan and isn't really a long term thing.

It was good that Apple did that because that caused Google, I think, to do their basically copy of it.

And that's better for everybody, including Google's customers.

And I don't think that's the kind of thing Google would have come up with on their own.

That is not historically one of their strong suits.

So I think overall, this was a very beneficial outcome, even if we never hear about Apple's version of it again.

products that apple was interested well they can join the car and probably pretty soon vr well but these will be shipping though like you'll be running your code will be running on them you just won't know it yeah i mean obviously i think apple has a lot of things they could do with a large amount of their own processors in their own cloud but ultimately like that is not apple's wheelhouse

Google wins on infrastructure so much in so many ways across the internet.

Google, for all of their faults in some of their weird privacy stuff sometimes and a lot of their kind of all over the place product design,

they have the best infrastructure in the world they can scale to apple's scale and not a lot of other people can including sometimes apple itself so while apple does run a lot of their services it's generally on other people's cloud hardware it's not it's not on a bunch of like apple branded data centers um i think there's some apple data centers but i don't i don't think that's where most of their stuff is running i think most of the stuff is running on like

Google Cloud, Azure, AWS, like that kind of infrastructure, Cloudflare or whatever.

So anyway, to run large-scale

Large volume AI models is so top of the line in infrastructure.

It's so cutting edge.

It's so demanding.

It's so high scale.

You need somebody like Google.

Like Apple's Apple was never going to serve that need at the right scale for them.

So I don't see a situation in which it makes any sense for Apple to use their own AI chips right now.