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  2. natesnewsletter.substack.com natesnewsletter.substack.com
    https://natesnewsletter.substack.com/p/executive-briefing-the-ai-race-youre
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    1. fxp007 27 Apr 2026
      The structural cost problem in AI inference that makes Apple's on-device bet defensible, not just defensive.

      大多数人认为苹果转向设备端AI只是防御性策略，因为他们在云AI领域落后，但作者认为这是基于对AI推理层经济结构问题的深刻理解而做出的主动选择。这挑战了主流对苹果AI战略的看法，暗示设备端AI可能比我们想象的更具经济优势。

      non-consensus ai-economics defensive-strategy
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    natesnewsletter.substack.com/p/executive-briefing-the-ai-race-youre