“Open source has caught up a lot, which leads me to believe this is going to be a hardware battle, not a software battle. I think there's probably a place for an OpenAI and an Anthropic in that world. However, I've come to the conclusion that Apple will be the big winner here, because their hardware is already the most advanced, especially for on-device. My MacBook runs most of your good open-source models. As those models get better and cheaper, Apple is incredibly well positioned to beat everyone.”

Which leads me to believe this is going to be a hardware battle, not a software battle. I think there's probably a place for an OpenAI and an Anthropic in that world. However, I've come to the new conclusion that I think Apple will be the big winner here because their hardware is already the most advanced, especially for on-device. I mean, my MacBook runs most of your good open source models. And as those models get better with smaller context windows and cheaper, Apple, and as their hardware increases in position too, they're incredibly well positioned to beat everyone. So that's my hardware guy, too. Yeah, I do a lot. I do a lot more hardware. I don't do a lot of like LLM-based AI. I don't think I do anything that you would call a rapper in any capacity. I do think data will be incredibly important in the next 10 years. I continue to have that belief, proprietary data to do traditional AI. And that was always my belief when I set out to build the firm is that the LLM AI wave catalyzes the adoption of a bunch of AI technologies that we really should have adopted 10 years ago, but didn't.