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Nothing, and I think that was the point GP was making. Since not much of Apple's valuation is tied to AI hype they won't suffer (at least not close to as much) from the bubble bursting.

Nothing. Apple (and Meta) are not directly impacted by AI even if the cost of training these AI models becomes cheaper and $0 free models get better.

It actually affects the frontier AI companies (OpenAI, Anthropic, etc) who directly make money from their closed models AND spend hundreds of millions on training these models.

Why pay $3/per million tokens (Claude 3.5 Sonnet) when DeepSeek R1 offers $0.14 / per million tokens and the model is on par with (OpenAI o1) and R1 itself is released for free?

$0 free AI models are eating closed AI models lunch.

> Meta) are not directly impacted by AI even if the cost of training these AI models becomes cheaper and $0 free models get better.

cheaper spam and impersonation engines (LLMs) have a direct impact on the ad network that is strategically downsizing its moderation efforts

Yes. The shovels (Nvidia) should be happy with this. The competition gold diggers should be scared of the alchemists. This analogy ain't working.

But yeah agree with you!

MSFT should be here instead of apple