Episode 72: Apple Intelligence and Closed Loop Private Computing
Ben Bajarin and Jay Goldberg discuss Apple's announcement of Apple Intelligence, focusing on its on-device processing via Apple Silicon (iPhone 15 Pro, M1 Macs) to maintain privacy. They analyze the strategic implications of Apple building its own data centers using Apple Silicon (M2 Ultra, ACDC) for inference, potentially allowing Apple to become a cloud service provider for developers. The hosts highlight the closed-loop ecosystem of client-to-cloud integration, comparing it to Arm's approach, while noting the rushed nature of the launch and Siri's historical context.