I don't think they're ready for local ai. They have memory + memory bandwidth, that's it.

I also don't think they do "technology". For example, containers have been around for a long time, and apple didn't show up. (I know they have some support now). Imagine an apple-native docker/podman doing something like FROM macos:10.12

I was actually surprised when they did their own chips. I figure it was about control.