苹果把资本支出推给供应商甚至用户是正确做法——iPhone用户提供硬件、为额外使用付费并购买换新机——因此苹果无需拥有最好的AI模型也能持续赚钱。
看涨
《Will I sell META?》
Ishfaaq Peerally发布 2026-10-22 · 1 段内容
逐段跳播
1 段内容
如果你问我苹果，他们做的是对的。他们把全部资本支出都转嫁给供应商，甚至转嫁给用户。如果你在用 iPhone，那个够用的 AI——你不必、也不需要拥有最好的 AI 模型。你是在 iPhone 上用它。
给手机充电的是你。如果手机坏了，买新手机的是你。也许你会多花一点钱换取更多使用量。苹果仍然在赚钱。
If you ask me about Apple, they are doing the right thing. They are delegating all the capital expenditures to suppliers, even to their users. If you're using an iPhone, the good-enough AI—you don't have to, you don't need to have the best AI model.
You're using it on the iPhone. You're the one charging the phone. If, uh, the phone gets damaged, you're the one who will buy a new one. Maybe you'll pay a little extra for some more usage. Apple is still making money.