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Re:Apple's accidental moat: How the "AI Loser" may end up wi... by colechristensen on Monday April 13, 2026 @12:32AM (#47747630)
Local models seem somewhere between 9 and 24 months behind. I'm not saying I won't be impressed with what online models will be able to do in two years, but I'm pretty satisfied with the prediction that I won't really need them in a couple of years.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by Gigachad on Monday April 13, 2026 @01:01AM (#47747791)
We still aren't going to be putting 200gb ram on a phone in a couple years to run those local models.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by mh- on Monday April 13, 2026 @01:17AM (#47747871)
A lot of people are making the mistake of noticing that local models have been 12-24 months behind SotA ones for a good portion of the last couple years, and then drawing a dotted line assuming that continues to hold.

It simply.. doesn't. The SotA models are enormous now, and there's no free lunch on compression/quantization here.

Opus 4.6 capabilities are not coming to your (even 64-128gb) laptop or phone in the popular architecture that current LLMs use.

Now, that doesn't mean that a much narrower-scoped model with very impressive results can't be delivered. But that narrower model won't have the same breadth of knowledge, and TBD if it's possible to get the quality/outcomes seen with these models without that broad "world" knowledge.

It also doesn't preclude a new architecture or other breakthrough. I'm simply stating it doesn't happen with the current way of building these.

edit: forgot to mention the notion of ASIC-style models on a chip. I haven't been following this closely, but last I saw the power requirements are too steep for a mobile device.

Re:Apple's accidental moat: How the "AI Loser" may end up wi... by baq on Monday April 13, 2026 @03:59AM (#47749114)
Pretty sure there’s at least a couple orders of magnitude in purely algorithmic areas of LLM inference; maybe training, too, though I’m less confident here. Rationale: meat computers run on 20W, though pretraining took a billion years or so.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by am17an on Monday April 13, 2026 @01:46AM (#47748076)
Don’t underestimate the march of technology. Just look at your phone, it has more FLOPS than there were in the entire world 40 years ago.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by root_axis on Monday April 13, 2026 @04:09AM (#47749194)
Yeah, but that's the current state of the art after decades of aggressive optimizations, there's no foreseeable future where we'll ever be able to cram several orders of magnitude more ram into a phone.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by TeMPOraL on Monday April 13, 2026 @05:32AM (#47749719)
We already cram several orders of magnitude more flash storage into phone than RAM (e.g. my phone has 16 GB RAM but 1 TB storage); even now, with some smart coding, if you don't need all that data at the same time for random access at sub millisecond speed, it's hard to tell the difference.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by alwillis on Monday April 13, 2026 @01:31PM (#47755326)
Agreed. Apple is sells an iPhone Pro Max with 2 TB of storage.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by kuboble on Monday April 13, 2026 @01:58AM (#47748131)
And I think it's very likely that with improved methods you could get opus 4.6 level performance on a wrist watch in few years.

You needed supercomputer to win in chess until you didn't.

Currently local models performance in natural language is much better than any algorithm running on a super computer cluster just few years ago.

Re:Apple's accidental moat: How the "AI Loser" may end up wi... by vrighter on Monday April 13, 2026 @05:38AM (#47749758)
but it doesn't have that much more flops than it did a couple of years ago.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by colechristensen on Monday April 13, 2026 @01:54AM (#47748113)
There's been plenty of free lunch shrinking models thus far with regards to capability vs parameter count.

Contradicting that trend takes more than "It simply.. doesn't."

There's plenty of room for RAM sizes to double along with bus speed. It idled for a long time as a result of limited need for more.

Re:Apple's accidental moat: How the "AI Loser" may end up wi... by grumbel on Monday April 13, 2026 @06:33AM (#47750129)
Would the model even need that breath of knowledge? Humans just look things up in books or on Wikipedia, which you can store on a plain old HDD, not VRAM. All books ever written fit into about 60TB if you OCR them, and the useful information in them probably in a lot less, that's well within the range of consumer technology.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by slopinthebag on Monday April 13, 2026 @12:43PM (#47754677)
The gap between SOTA models and open / local models continues to diminish as SOTA is seeing diminishing returns on scaling (and that seems to be the main way they are "improving"), whereas local models are making real jumps. I'm actually more optimistic local models will catch up completely than I am SOTA will be taking any great leaps forward.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by jurmous on Monday April 13, 2026 @02:07AM (#47748201)
We don’t need 200gb of RAM on a phone to run big models. Just 200 GB of storage thanks to Apple’s “LLM in a flash” research.

See: https://x.com/danveloper/status/2034353876753592372

Re:Apple's accidental moat: How the "AI Loser" may end up wi... by adrian_b on Monday April 13, 2026 @03:47AM (#47749005)
Yes, I agree that this is the right solution, because for a locally-hosted model I value more the quality of the output than the speed with which it is produced, so I prefer the models as they were originally trained, not with further quantizations.

While that paper praises the Apple advantage in SSD speed, which allows a decent performance for inference with huge models, nowadays SSD speeds equal or greater than that can be achieved in any desktop PC that has dual PCIe 5.0 SSDs, or even one PCIe 5.0 and one PCIe 4.0 SSDs.

Because I had also independently reached this conclusion, like I presume many others, I have just started to work a week ago on modifying llama.cpp to use in an optimal manner weights stored on SSDs, while also batching many tasks, so that they will share each pass through the SSDs. I assume that in the following months we will see more projects in this direction, so the local hosting of very large models will become easier and more widespread, allowing the avoidance of the high risks associated with external providers, like the recent enshittification of Claude Code.

Re:Apple's accidental moat: How the "AI Loser" may end up wi... by alwillis on Monday April 13, 2026 @01:48PM (#47755542)
> While that paper praises the Apple advantage in SSD speed, which allows a decent performance for inference with huge models, nowadays SSD speeds equal or greater than that can be achieved in any desktop PC that has dual PCIe 5.0 SSDs, or even one PCIe 5.0 and one PCIe 4.0 SSDs.

Apple’s advantage is their unified memory architecture where the CPU, GPU and Neural Engine share the same memory and the SSD is directly connected to the SoC--less latency than PCIe. Memory bandwidth starts at 300+ GB/s.

Re:Apple's accidental moat: How the "AI Loser" may end up wi... by adrian_b on Monday April 13, 2026 @03:40PM (#47756900)
In an optimized implementation of model inference, the latency of SSD access has no importance, because no random accesses are done.

The purpose of optimizing model inference for weights stored on SSDs is to achieve a continuous reading from SSDs at the maximum throughput provided by hardware, taking care that any computations and any accesses to the main memory are overlapped over the SSDs reading.

Re:Apple's accidental moat: How the "AI Loser" may end up wi... by anon373839 on Monday April 13, 2026 @06:43AM (#47750186)
That amount of RAM won’t be necessary. Gemma 4 and comparably sized Qwen 3.5 models are already better than the very best, biggest frontier models were just 12-18 months ago. Now in an 18-36GB footprint, depending on quantization.
Re:Apple's accidental moat: How the "AI Loser" may end up wi... by Tuna-Fish on Monday April 13, 2026 @07:15AM (#47750429)
HBF is coming fast, with the first examples expected to be sampling to users this year.

The storage technology of Flash memory can be optimized to be as fast and more energy-efficient than DRAM at large linear reads, there was just little demand before because doing so costs you ~half of your density and doesn't improve your writes at all. All the flash memory manufacturers realized that this is a huge opportunity for model weights and are now chasing this.

Or in other words, after the initial price peak stabilizes in a few years, it will be reasonable to put ~500GB of weights into a device for ~$100 in memory costs.

Re:Apple's accidental moat: How the "AI Loser" may end up wi... by alwillis on Monday April 13, 2026 @01:43PM (#47755477)
> We still aren't going to be putting 200gb ram on a phone in a couple years to run those local models.

You can already buy an iPhone with 2 TB of storage. The CPU, GPU and Neural Engine all share the same pool of RAM and the SSD is directly connected to all of this. You won’t need 200 GB of RAM to run local models when you essentially have 500 GB of virtual memory.

Re:Apple's accidental moat: How the "AI Loser" may end up wi... by herewulf on Wednesday April 15, 2026 @06:19PM (#47786080)
My phone connected via mesh VPN to a server at home is local enough model for me.