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vikramkryesterday at 11:43 PM4 repliesview on HN

I don't think you need the scare quotes. product lifecycles can take years and the actual neo demand was actually pretty insane. They were using it to soak up demand for binned a18 chips and it would have been irresponsible to forecast that they'd have the demand they did when there's another perfectly reasonable universe where 8 gigs was too much of a compromise and it flopped.

this article's also about enterprise demand specifically. That's a bit surprising to me as well frankly. I'd have thought the primary market for mac studios would be hobbyists/enthusiasts with a bunch of disposable income who are willing to pay 18k for a 512 gb machine to run glm 3.5 flash or 9k to run deepseek v4 flash locally. It's competing with a $200/mo subscription or renting server gpu time for open source models during a memory shortage - and idk if it's going to be powerful enough to train or fine tune so it's really just inference. seems reasonable to be surprised


Replies

RossBencinatoday at 3:40 AM

> It's competing with a $200/mo subscription or renting server gpu time

Not if you're an enterprise that wants or requires on-prem inference.

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dwaitetoday at 1:46 AM

> another perfectly reasonable universe where 8 gigs was too much of a compromise and it flopped.

The target audience didn't evaluate that as a limitation - the majority of the market for Apple devices does trust that they will not produce and sell a computer incapable of support their use.

Professionals know there are tasks that a baseline computer cannot handle, and even common tasks that a more powerful computer does better, but those people weren't really the target demo for the laptop.

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lumosttoday at 1:29 AM

A lot of big enterprises struggle with ai adoption. Either they can't get models/tools approved fast enough, can't provision them in their internal network, or get slammed with exorbitant inference costs.

A big enterprise can drop one (or 4) of these on someone's desk and let them go nuts.

Gigachadtoday at 1:54 AM

I think people just hate subscriptions so much they are willing to make an obviously worse financial choice to buy upfront.

I’d be willing to pay more to own vs subscribe, but the gap is currently far too large where buying a Mac Studio for AI is a straight up terrible investment.

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