M.G. Siegler about Apple’s AI competitiveness in Serious About Computing? You Should Build Your Own AI. — Spyglass

While they may look smart at some point for not pouring hundreds of billions into CapEx spend, that could come back to bite them in ways that are more tangential. Including, culturally, if the DNA of the company is never rewired to operate in the Age of AI. “People who are really serious about software should make their own hardware,” Alan Kay famously declared in 1982. What if the modern day version is something like: “People who are really serious about computing should make their own AI”?

I think we are still in the early days of generative AI. Siri’s failures apart, generative AI being so different than anything Apple did with Siri in the past, they can (and should) outsource their AI infrastructure. Eventually, they might bring it in, just like they did for Qualcomm modems, for example.