alt Hacker NewsWhen Apple is not racing for the frontier it's a strategy, but when it's Mistral it's a mistake.
The two companies have read the market the same.
It's always very dangerous for first movers and their investors, and the commodification of intelligence seems even more likely each time a chinese open model release. It's less exciting to do business that way, but if you're building to stand the test of time, it's wiser that way.
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> When Apple is not racing for the frontier it's a strategy, but when it's Mistral it's a mistake.
I think what Mistral is doing is smart within their financial constraints, but this comparison is misleading. Mistral is an LLM company; Apple is a consumer hardware and services company.
It's smart for Apple not to join the LLM arms race, because they can just pick the cheapest supplier and let other companies take the financial losses. Mistral is in a very different situation; they are the supplier.
Apple _owns_ computers in people's pockets. There are very few businesses that can match this value. What does Mistral own? A head start at best. For the record I like Mistral and hope they succeed, but you're comparing apples to oranges.
Apple and Mistral are not in the same market.
Siri is a minor part of the Apple ecosystem. Fundamentally, it can call into a better LLM provided by a better company. Siri's only utility is that it has access to your iData and can control your iDevices.
Apple sells devices. They have benefited a lot from their devices being good (Apple Silicon).
Mistral sells LLMs. They would benefit from having good LLMs.
They are not the same kind of companies but they benefit both in their own way of the same market reading.
Apple is fine-tunning Gemini to customize Siri for their customers. They improve what's between the model and their customers : fine tune, inference up to the product. This is exactly what Mistral is doing, with an even more diversity of usage and needs because they are business oriented, instead of customer oriented. This is also what make them economically very efficient in comparison.
Beside Apple is still doing science experiments while Mistral is capable of releasing commercial models, albeit small and specialized.
Don't get me wrong, it's absolutely obvious that Apple is incredibly powerful, now more than ever. But the way they see the future, Mistral have a leaner trajectory.
Apple is in an entirely different market than Mistral (consumer electronics vs AI lab focusing on enterprise consulting). Which obviously means their optimal strategies are different. It doesn't really matter for Apple if it's Gemini or other model running behind their AI features. If anything it saves them a lot of money and provides a lot of flexibility.
One is american, the other is european
It's the same with gaming
When Microsoft is killing physical in 2023 to push for Gamepass and digital only, it's labeled as "progress and infrastructure planning", when it's Sony that does it, it's labeled as "greed and anti consumerism"
Hopefully more people get attentive to how the industry & the media works, and how US Big Tech manages to kill any form of alternative
One is a AI company first, the other has tons of other services and they can just buy those outright.
Apple is a hardware company.
AI company not keeping up with AI companies is by no definition the same as combinedhardwaresoftwareservicesentertainmentlifestyletechcompany not keeping up with AI companies
Apple tried at AI integration and fumbled the bag repeatedly.
In 2010s, they were among the "greats" of consumer AI. After 2022, they kept trying, and just had delays and underperformance. I don't think their actions now are "strategy" and not "skill issue".
I am baffled by the responses to this, not seeing that a similar strategy can be applied in a different field.
> When Apple is not racing for the frontier it's a strategy, but when it's Mistral it's a mistake.
Apple is a $4.7 trillion company selling computers and iPhones. How many computers and iPhones is Mistral selling?
In your comparison Apple is Apple while Mistral is orange.
Yea people tend to give Apple the benefit of the doubt because they’re the most successful and valuable company in human history.
Mistral is not Apple, and is not emulating their strategy. Please show me Mistral’s half a $Trillion in yearly revenue coming from consumer hardware/software.
Then I’ll agree with you that they’re taking the Apple strategy.
I am not sure it's correct to lump apple and Mistral's strategies together. Apple's business is selling hardware/services and their stores, but Mistral's business is AI.
Apple's strategy seems to be "wait till real business shakes out" but Mistral's strategy seems to be "go after profitable niches and avoid unwinnable fights".