🤖 Apple: the AI dark horse via local models

Jason tech 53% · n=56 · E296 (2026-11-07) · positioning · strength 3 ▶ 1:12:48 SUPPORT

“And so we're on the verge of ordering everybody a Mac Studio 512K for $20,000, which would mean $400,000 in compute on people's desktops and running local models first”

Jason tech 53% · n=56 · E290 (2026-09-26) · sentiment · strength 1 ▶ 24:36 SUPPORT

“Have you loaded these models on your computer? Because I'm playing with it on my MacBook Pro and it's awesome.”

Friedberg tech 55% · n=66 · E290 (2026-09-26) · sentiment · strength 1 ▶ 20:03 SUPPORT

“You can have an NVIDIA chip or have a good Mac Studio computer, and you can run this insane model on your desktop computer for free.”

Chamath tech 45% · n=84 · E289 (2026-09-11) · explicit_prediction · strength 2 ▶ 1:14:53 OPPOSE

“The problem with local models, just to be clear, okay, whether they're closed or open, is that you need a multiplayer experience, and it needs to be cloud-based.”

Jason tech 53% · n=56 · E289 (2026-09-11) · positioning · strength 2 ▶ 1:14:42 SUPPORT

“I literally just ordered two MacStudio M5s. I just ordered two of these. We're going to be running local models, and we're moving off-clawed for a lot of our sensitive data.”

Jason tech 53% · n=56 · E281 (2026-07-18) · explicit_prediction · strength 2 ▶ 54:11 SUPPORT

“M7 Ultra is going to support as much as 1.5 terabytes. ... this is like an opus level model running on your Mac Studio. ... 99% of the workloads on the local Mac Studio. I think Apple is a screaming buy right now. And that's not financial advice, but my Lord, that company could just run the table on AI if they get this right.”

Jason tech 53% · n=56 · E275 (2026-05-29) · sentiment · strength 2 ▶ 38:32 SUPPORT

“This is why I think Apple is just the dark horse in this entire race. There is an open source product that can run on this hardware, the M5s, the 48 gigs, 128 gigs, the new Mac Studio coming out with supposedly a terabyte. That changes the whole game.”