Not surprising, as the 4B contract with AWS is expiring, cloud is high margin, Apple makes their own chips, and they have this secure cloud thing for AI. Can't remember the name right now.
For internal hosting, it makes a lot of sense. For B2B sales, we already saw Apple's business model flounder in the datacenter with Xserve. Customers that want high-performance ARM hardware will almost always reach for Nvidia servers, simply for the software support. And I don't think many Graviton instances would get displaced by an Apple Silicon VPS offering.
JumpCrisscross•7mo ago
> For B2B sales, we already saw Apple's business model flounder in the datacenter with Xserve
Apple has become much better at selling services in the last decade and a half. Introducing paid LLM APIs would probably be sufficient to begin monetising.
bigyabai•7mo ago
Sure, because Apple includes "App Store" in service figures, which is a captive audience. The rest of their services (iCloud, AppleTV+, Apple Arcade) have very spurious valuation.
How the hell is Apple going to compete selling a paid LLM API, outside forcing their users into having no choice?
jbverschoor•7mo ago
See https://news.ycombinator.com/item?id=44230109 and some of my other comments over the past years
bigyabai•7mo ago
JumpCrisscross•7mo ago
Apple has become much better at selling services in the last decade and a half. Introducing paid LLM APIs would probably be sufficient to begin monetising.
bigyabai•7mo ago
How the hell is Apple going to compete selling a paid LLM API, outside forcing their users into having no choice?