the core thesis of the article and comparison with non-"losers" seem vague at best. comparing model providers with hardware vendor with software ecosystem is like differentiating between apple to oranges.
if hardware moat was to be discussed, then compare with nvidia, amd and google's tpu division perhaps. in-house intelligence is best left alone for apple. they are relying on the "peers" for underlying capabilities as is. [1] [2]
outside of inference and (pro/con)sumer space, there is little to offer for the enterprise or the people developing the lowest end of the stack. even the recent tinygrad egpu is shockingly slow [3]. which might made gb10 look much more capable for in-house training.
regardless, most of the industry "moat" does not appear sustainable at best. only time will tell how it will turn out for everyone but on a positive note, apple does not put all its eggs in this basket, which is probably wiser.
if hardware moat was to be discussed, then compare with nvidia, amd and google's tpu division perhaps. in-house intelligence is best left alone for apple. they are relying on the "peers" for underlying capabilities as is. [1] [2]
outside of inference and (pro/con)sumer space, there is little to offer for the enterprise or the people developing the lowest end of the stack. even the recent tinygrad egpu is shockingly slow [3]. which might made gb10 look much more capable for in-house training.
regardless, most of the industry "moat" does not appear sustainable at best. only time will tell how it will turn out for everyone but on a positive note, apple does not put all its eggs in this basket, which is probably wiser.
[1] https://news.ycombinator.com/item?id=40636980
[2] https://news.ycombinator.com/item?id=46589675
[3] https://www.youtube.com/watch?v=C4KWsmezXm4