The AI Hardware Bet
Model quality is a commodity. Apple, OpenAI, and HP are betting the next AI war will be won on devices, not models.
Tim Cook spent fifteen years making Apple the most valuable company in history. His last act was to hand it to a mechanical engineer.
John Ternus has spent twenty-five years at Apple building the physical things. iPhones. iPads. AirPods. He is the person you promote when you believe the next decade is won in metal and glass, not in models.
Apple struck a deal with Google to power Siri, renting the brain, keeping the body. Model quality is a commodity. The device is not.
Apple is not alone.
Jony Ive and Sam Altman are building a physical AI device. HP bought the bones of a failed AI wearable startup to embed the intelligence into its hardware.
The model wars made the headlines. The device bets are making the future.
The AI race is not over. It just moved.
Noted are micro essay's on timely observations on whatever catches my attention. They first appear on philmckinney.com.
