
ChatGPT versus Google
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Apple's Strategic Story Is We Have Local We Have a Cloud Gaming Startup
Apple has always been a strategic story is we have local compute. We're going to do that like we do there should be a better reason than the startups available but I had this conversation with a guy at Google in 2015 or something where he said you know the cost of having all of this stuff run is so expensive and high. Intel will spend I don't know 150 billion dollars on kapex this year um it's just to make chips and a lot of those chips are going to data centers.
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