Apple is going to win the AI race.
Not because of a model. LLMs are not the alpha.
Here's what nobody is pricing in.
Lease a $2,999 MacBook Pro. $58 a month for 36 months. Then you owe $911 to own it or you hand it back.
Apple gives you 6 more months to decide. You keep paying $58.
Now you have 6 months to find $563. Can't do it? Return the Mac.
Do the math. 42 payments of $58 is $2,436. Add the $563 balloon. That's $2,999. MSRP. Not a dollar more.
No interest. No lease fee. No big cheque up front.
And the day you pay it off you can start a fresh lease and keep the machine you already own. Which still resells for $1,500+ on eBay or Marketplace.
That is not a financing product. That is a distribution strategy.
Inference is moving local. The model layer is commoditizing and everyone is within months of everyone else. What does not commoditize is silicon in people's hands and data that never leaves the device.
Apple is cash flowing an entire organizational transformation and data sovereignty at the same time. Financed by the customer. At effectively zero cost of capital.
Everyone else is burning billions on data centres to rent you intelligence.
Apple is putting it on your desk for $58 a month.
LLMs are not the alpha. Distribution is.
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