Ben Bajarin@BenBajarinIn our post WWDC QA, Apple confirming they built a host of their own foundational models and used a host of licensed content to train and fine tune their models. Essentially 99% of Apple Intelligence is powered by Apple's own proprietary FMs.Opens with an observation
Ben Bajarin@BenBajarinIn case folks need the context, the majority of consumer PCs sold annually (~120-140M depending on the year) are in the sub $700-800 price tier. 95% or more Windows-based. In markets outside US price tier is under $600. This is where Apple is targeting Macbook Neo.Opens with an observation
Ben Bajarin@BenBajarinMade on the most advanced process technology in the United States by @intel. Happy to finally be able to talk about all we learned last week in AZ! Fab 52 was the most sophisticated automation I’ve ever seen in a fab.Opens with an observation
Ben Bajarin@BenBajarinIf our Intel foundry model is even ballpark correct, an Apple deal for 15-20m chip (assuming monolithic) is enough to guarantee 14A even if it is on 18A-P. That said, we still have a high degree of confidence that Intel has more customers coming for foundry 18A-P and 14A.Opens with an observation
Ben Bajarin@BenBajarinFederighi, just prior to showing the ChatGPT integration said "we want you to access external models" which makes it sound like most of Apple Intelligence is powered by Apple's own proprietary models. Seems GPT is just for web searches and composing fresh writing.Opens with an observation
Ben Bajarin@BenBajarinJust listening to this commentary with folks from @OpenAI here at the AWS event you can tell earnings call tomorrow on both Amazon and Microsoft will be spicy. Already hearing this deal with AWS is negative to Azure.Opens with an observation