@adlrocha - The Model Race Hangover

I gave a talk earlier this year at CONVEX, in Madrid, in an actual cinema. The talk was my attempt to put everything I’ve been circling in this newsletter for the past few months into a single forty-minute argument about local AI, why the company everyone wrote off might win the infrastructure war, and why I think we should all be quietly building our own way out.This is me rounding off the local-AI series (and “the writing season”) with it. No new arguments this week. This talk was the perfect excuse to try and put all the posts I’ve been exploring on the topic in the same place..That talk happened in mid-June, so I could have posted at any point since then, but this week made the perfect timing for it. On Friday Apple briefly overtook Nvidia as the most valuable company in the world (again) for a few hours. Apple was the most valuable company in the world already a while ago, but with the advent of AI, many were seeing a loss in their lack of a frontier model. But think about who…