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It's clear that AI can be the catalyst for creating a lot of customer-facing value. (Though I still contend that the current incarnation of large language models ain't it yet.) Requiring a powerful (and power-hungry) GPU in all devices is non-tenable, so having a dedicated NPU is a pretty sleek way forward (that, to be fair, Apple spearheaded).

I'm very curious to see what APIs will be open to developers, because I think "next billion-dollar startup"-style value-generation won't be found in the generative aspect of these models, but rather the promise of automation, synthesis, summarization, agent invocation, and so on.




> It's clear that AI can be the catalyst for creating a lot of customer-facing value.

It clearly will be a catalyst for creating a lot of shareholder value... I'm less sure about the customer facing value of a lot of these products.


> I'm less sure about the customer facing value of a lot of these products.

I agree, but mostly due to the fact that there are no "products" yet.




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