In 1997 nobody could tell you why you'd want a gigabit connection. AI is in 1997.

Everyday AI is about to be good enough. That’s the strongest case anyone has made for Apple in two years, and it measures the wrong thing.

TL;DR

  • The argument that everyday AI tasks will become 'good enough' overlooks how past technological advancements, like gigabit internet, created new demands rather than just speeding up existing ones.
  • As AI becomes cheaper and more capable, it will lower the barrier for writing software, enabling new applications that reveal previously unknown user demands for AI.
  • Apple's hardware ownership provides an opportunity when a need arises, but it does not guarantee long-term dominance, as value created by cheap capacity differs from money retained by suppliers.
  • Accumulated memory can lock users in, but a superior model can rebuild context from existing data rather than a reason that was never explicitly recorded.