@aakashg0 Have you seen the story about the internal paper trail of internal requests to invest in AI properly? Astounding.

@evanlapointe No! Looking

@aakashg0 I didn't see you say the same when Samsung with the S25 series release in January started using Gemini as the default assistant instead of Bixby. Gemini is just undeniable good that it just makes sense to use it.

@sonicshifts Samsung also lost

@aakashg0 I see what you mean, Aakash, that's a huge sum for Apple to pay Google, isn't it? It does make you wonder.

@codewithimanshu Defeat

@aakashg0 Are you delusional? Apple is getting it at their scale for just a $1B While the rest of the AI creators are spending 100s of B to develop it. That is an insane deal for Apple.

@aakashg0 you sound like the type of fool that owns a boat

@aakashg0 Yea bullshit. When everyone goes bankrupt from over investing and Apple is still alive picking the meat of their bones we will see. OpenAI is about to implode. Google and Grok may survive.

@aakashg0 Clearly, Apple is looking further into the future than you.

@aakashg0 The most expensive? You’re a moron. This is a great deal and makes perfect sense for Apple.

@aakashg0 Or maybe they’ve realised they just need to get something functional out the door. Private Cloud Compute isn’t tied to any specific model, so Apple can swap it out whenever they’re ready.

@aakashg0 In 5 years - this will come across as a very smart decision

@aakashg0 the short version of this is... Apple has always been shit at building software _systems_. macOS is NeXT (acquired with Jobs round 2). iOS is based on macOS. everything else is a fail against the competition. iTunes acquired. Apple Music acquired.

@aakashg0 Agreed. It's also interesting what this says about higher education and human resources, training budget for employees and similar corporate BS. They couldn't level up people if their life depended on it. I mean. $1B should be a large enough incentive to learn something. Or is

@aakashg0 Maybe instead of being "admission of defeat," it's yet another shrewd business move to avoid multi-billion dollar capex spending on Apple's own AI, ruining its balance sheet and discouraging all investors? Also, keep in mind that Google is still paying Apple $20 billion per year

@aakashg0 But still a bargain lol

@aakashg0 Meh, I dunno... I mean Google pays Apple $20B for search integration on iOS, right? Seems like Apple is paying a fairly small amount back to avoid all the required buildout for frontier model training and inference. Great deal if you ask me.

@aakashg0 What data does apple even have to build a good model? Their entire business model is sold on privacy.

@aakashg0 Weird take. Google is essentially giving Apple their SOTA frontier model to Apple for free and you see this as a negative.

@aakashg0 They don't have access to enough data to build a compelling LLM imo. Apple has been paying Google for over 20 years for Internet search capability. (via Safari on iPhones, ~$140B over that period). This is a natural continuation of that relationship and likely more lucrative

@aakashg0 Apple is fine. Will figure it out or buy - a still private - AI company that is bleeding cash and figured it out. No worries.

@aakashg0 don't use siri now and not using google siri. business view, how much does google pay apple for access? AI 1B vs 20B, apple still $19b net positive

@aakashg0 This is the price they had to pay or become irrelevant. If you see it like this, it is a good price for Apple. The real problem though is that they need to bring back innovation.. real soon..

@aakashg0 Apple does not have the cloud power to pull it off. They make very nice devices, but on the raw GPU power you need to pull off a good experience for a userbase as big as Apple's they would have to build out an enormous datacenter footprint and they're just not in that business

@aakashg0 I find it pathetic that the two mobile tech giants are giving each others money to boost value, remember Google paid apple for the safari default search engine

@aakashg0 The $1B deal really underscores the value of enterprise momentum. Google’s TPU optimization and serving infrastructure clearly give them a massive competitive edge.

@aakashg0 Or maybe they are partnering and saving some $$$ vs building their own and duplicating the effort?

@aakashg0 There isn't a single company at the top of the AI space making profit from LLMs. Why create your own when you can get someone else's hardware and engineering effort for cheap? Or they're hedging their bets because maybe LLMs in their current form aren't the future. Remember

@aakashg0 Google pays them nearly 20 billion a year to be the default browser. They have invested 100s of billions developing Ai, so I hope for the peanuts Apple is paying, they locked this deal up for 20+ years

@aakashg0 True differentiation in AI is moving beyond raw model scale to composability, security, and privacy stewardship at the data layer. Apple's pivot could be a strategic trade-off: if custom silicon can optimize vertical privacy architectures, future value could come from LLM

@aakashg0 Chill dude .. Apple paid that money annually to a cloud services provider for _internal dev_ infrastructure 6 years ago