Apple's moat is built on its unique ecosystem. By introducing localised deeply private AI, Apple makes it even harder for users to leave. Apple is not selling raw compute. Apple is selling convenience for its users.
My Take : NVIDIA will undoubtedly rewrite the enterprise & computing landscape. However it does not threaten Apple' s position as a consumer giant because they are in completely different arenas.
John Ternus's biggest challenge is proving Apple can make AI feel personal, safe & indispensable.
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