“We have no advantage.” Meanwhile, Apple thought differently and now plays with advantage

From two weeks of the Deepseek arrow, and the intrigue that rocked the Silicon Valley is still in progress. We have seen everything: the way in which Nvidia's actions collapse in the implementation of “war rooms” in the finish lines. What Deepseek put on the table marked a before and after: Firstly, because he questioned if of the dadollar investments of several million dollars were necessary in the AI ​​and, secondly, for the risk that Chinese artificial intelligence defeats American companies.

But how did anyone have seen in Depseek? In fact, we knew it could happen. In Google, they warned it a long time ago: “We have no competitive advantage and Openai either.” They left him embodied in an internal report already filtered in 2023. Now the United States has started to write laws to stop the progress of an AI that they consider “a risk of national security”. And during this time, Apple seems to have prepared silently for a scene like this, as if I had also seen it coming.

Sooner or later: the depth effect was going to happen

Deepseek has not happened anywhere. According to an internal Google report filtered two years ago, The rise of open source models was inevitable. In IT, business experts warned that the speed of innovation in the sector was uncontrollable. And it is that the independent developers obtained surprising results with a minimum of budgets and accessible equipment.

The publication of projects such as Meta or Vicuna-13b Flame in 2023 has already given clues to what was going to happen. According to the report, “the collaborative opening of the community leaves behind the rigidity of companies in large companies”. This contrasts with the closed and private models of Openai or Google, of which Dependence of the huge data centers and the GPU The has made them slow and unsustainable in economic terms. The arrival of Deepseek was the culmen. Its model competes not only GPT-4, but the fact with a tenth of costs.

The 2023 report raised a dilemma: how to compete with the decentralized innovation of the open source? According to the document, The only option for Google was “to collaborate More closely with the external community “and launches smaller and more manageable versions of its own models. But the View Mountain giant has never taken the step”. We no longer have secret ingredients, “he admitted the report.

The other face of the currency: Apple and its commitment to local AI

While Google and other giants tried to maintain control, Apple played their own game. Your local approach philosophyExecuting directly on user devices, demonstrates not only safer, but also more sustainable for a crisis like this.

Unlike cloud models, which require huge investments in infrastructure, the approach to Apple Intelligence is based on integration into its operating systems. Tools such as Genmoji and Visual Intelligence are software functions designed to generally improve iOS or macOS.

Tim Cook said it clearly: “Our approach should not be the first, but be the best.” This strategy, so many times criticized for its supposed slowness, now pays fruit. While other companies have lost billions of stock market value,ple has increased its value thanks not to depend exclusively on AI To stay in the game.

The United States enter the game and already want to ban Deepseek

Deepseek's impact was such that the US CongressYou work on a law Prohibit its use on government devices due to its links with China. According to research, AI transfers user data to mobile China servers and uses questionable monitoring mechanisms that have raised suspicion for its possible link with the Chinese government. Although the law is not yet approved, certain agencies, such as NASA and the army, have already blocked the request. Even European countries, like Italy, have started to withdraw from application stores.

However, history goes beyond confidentiality and security. The language with which legislators describe Depseek REcumed to another recent episode: the veto in Tiktok. Is it a question of protecting users or building an enemy which is used to mobilize public opinion against China? The discourse of “is a defense of national security” creates a favorable context for American companies (such as Openai or Google) to recover the advantage.

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