The Processing Layer Is Not a Moat
LLMs are the refinery. Everyone has access to the refinery now. The only question is: who owns the crude?
Strategy
The race nobody else is running: why personal AI belongs on hardware you already own
Apple just put two hardware engineers at the top of the company. The cloud labs are quietly losing money on their best customers. From inside a hybrid practice, here's what the local share looks like and why it's growing.