???

LOL WHAT.

Actually the right framing is Apple hedged the risk by maintaining good relations with China. They did not need to take any of the risk.

But they actually took some of the risk trying to develop models for Apple Intelligence, and that attempt ended up as a meme. Do you really believe that was a strategic play?

The commodity is not in the LLM but the tokens.

Anthropic's offerings are vertically differentiated. However from an economical stand point, it also be true that they are not the preferred option for many.

It was released to appease investors.

Ultimately as a manager you are held accountable to your investors and the cost-benefit analysis is such that it was the right action to take.

I think you're absolutely right. Apple couldn't be seen as ignoring the gamer geek (or other potential opportunities) space as it wasn't very interesting to them at their scale and that automagical AR was a decade or more away.

Who actually believes this nonsense?