Apple

“Even Apple, who's like so good at locking it down to the extent that, you know, Zuck is super sad or whatever, like we'll, we'll lock down the device and prevent, you know, the most, you know, obvious forms of cybersecurity software being made. But like, but t…”

“And so I think there's a lot of developer demand, and I think it, like, foreshadows we should see Apple creating interfaces for running models locally as part of their ecosystem. That's my general prediction.”

“So the three V models are interesting, I think, but they aren't like, they're still small and not very capable.”

“Like I wouldn't be surprised, for example, if Apple ended up with like another iPhone replacement cycle just for AI. Oh, we have a new chip that runs these, you know, they mentioned that they're gonna be working with smaller models that run these smaller model…”

“My take is the domain of personal agents is probably of the very large consumer companies like Apple and Google and OpenAI and others that have big consumer brands.”

“When we talk with the folks at Nvidia, it feels a little bit like talking to Intel back You know, in our case in 2010, or Apple's case in 2005, where they were like, you're doing it wrong if you care about power efficiency.”

“I don't think if you build it, they will come is true. And nor would I say that, you know, Apple or Steve Jobs is a story if, that if you build it, they will come. To me, you know, Apple or Steve Jobs is a story that if you have extraordinary will to power And…”

“There are two or three companies in the world which have distribution of the billions, and whether it's Facebook with all their properties, whether it's Apple with their properties, Google with their properties, so they have the distribution.”