192 points · jakequist · 3 hours ago
jakequist.comcrazygringo
fooker
Ten years from now, there will be no ‘agent layer’. This is like predicting Microsoft failed to capitalize on bulletin boards social media.
IcyWindows
It's obviously broken, so no, Apple Intelligence should not have been this.
keyle
people are buying Mac Minis specifically to run AI agents with computer use. They’re setting up headless machines whose sole job is to automate their workflows. OpenClaw—the open-source framework that lets you run Claude, GPT-4, or whatever model you want to actually control your computer—has become the killer app for Mac hardware
That makes little sense. Buying mac mini would imply for the fused v-ram with the gpu capabilities, but then they're saying Claude/GPT-4 which don't have any gpu requirements.Is the author implying mac minis for the low power consumption?
throwaway613746
notatoad
which obviously apple can't do. only an indie dev launching a project with an obvious copyright violation in the name can get away with that sort of recklessness. it's super fun, but saying apple should do it now is ridiculous. this is where apple should get to eventually, once they figure out all the hard problems that moltbot simply ignores by doing the most dangerous thing possible at every opportunity.
joeyguerra
It’s a 1987 ad like video showing a professor interacting with what looks like the Dynabook as an essentially AI personal assistant. Apple had this vision a long time ago. I guess they just lost the path somewhere along the way.
root_axis
If Apple were to ever put something like that into the hands of the masses every page on the internet would be stuffed with malicious prompts, and the phishing industry would see a revival the likes of which we can only imagine.
chatmasta
It sounds to me like they still have the hardware, since — according to the article — "Mac Minis are selling out everywhere." What's the problem? If anything, this is validation of their hardware differentiation. The software is easy to change, and they can always learn from OpenClaw for the next iteration of Apple Intelligence.
tzury
Reality is the exact opposite. Young, innovative, rebellions, often hyper motivated folks are sprinting from idea to implementation, while executives are “told by a few colleagues” that something new, “the future-of foo” is raising up.
If you use openclaw then that’s fantastic. If you have an idea how to improve it, well it is an open source, so go ahead, submit a pull request.
Telling Apple you should do what I am probably too lazy to do, is kind of entitlement blogging that I have nearly zero respect for.
Apparently it’s easier to give unsolicited advice to public companies than building. Ask the interns at EY and McKinsey.
fnordpiglet
anon_anon12
JumpCrisscross
Why is Apple's hardware being in demand for a use that undermines its non-Chinese competition a sign of missing the ball versus validation for waiting and seeing?
chefsweaty
xngbuilds
avaer
Are people's agents actually clicking buttons (visual computer use) or is this just a metaphor?
I'm not asking if CU exists, but rather is this literally the driver of people's workflows? I thought everyone is just running Ralph loops in CC.
For an article making such a bold technological/social claim about a trillion dollar company, this seems a strange thing to be hand wavey about.
lo_fye
TheRoque
varenc
razodactyl
You're right on the liability front - Apple still won because everyone bought their hardware and their margins are insanely good. It's not that they're sitting by waiting to become irrelevant, they're playing the long game as they always do.
Sharlin
kempje
RyanShook
I used to think this was because they didn’t take AI seriously but my assumption now is that Apple is concerned about security over everything else.
My bet is that Google gets to an actually useful AI assistant before Apple because we know they see it as their chance to pull ahead of Apple in the consumer market, they have the models to do it, and they aren’t overly concerned about user privacy or security.
janalsncm
> the open-source framework that lets you run Claude, GPT-4, or whatever model you want to
And
> Here’s what people miss about moats: they compound
Swapping an OpenAI for an Anthropic or open weight model is the opposite of compounding. It is a race to the bottom.
> Apple had everything: the hardware, the ecosystem, the reputation for “it just works.”
From what I hear OC is not like that at all. People are going to want a model that reliably does what you tell it to do inside of (at a minimum) the Apple ecosystem.
rTX5CMRXIfFG
Author spoke of compounding moats, yet Apple’s market share, highly performant custom silicon, and capital reserves just flew over his head. HN can have better articles to discuss AI with than this myopic hot take.
terminalbraid
ed_mercer
However this does not excuse Apple to sit with their thumbs up their asses for all these years.
dcreater
This is because the simple reality of this new technology is that this is not the local maxima. Any supposed wall you attempt to put up will fail - real estate website closes its API? Fine, a CUA+VLM will make it trivial to navigate/extract/use. We will finally get back to the right solution of protocols over platforms, file over app, local over cloud or you know the way things were when tech was good.
P.S: You should immediately call BS when you see outrageous and patently untrue claims like "Mac minis are sold out all over.." - I checked my Best Buy in the heart of SF and they have stock. Or "that its all over Reddit, HN" - the only thing that is all over Reddit is unanimous derision towards OpenClaw and its security nightmares.
Utterly hate the old world mentality in this post. Looked up the author and ofcourse, he's from VC.
[deleted]
[deleted]
tgma
Nah if they are actually out of stock (I've only seen it out of stock at exceptional Microcenter prices; Apple is more than happy to sell you at full price) it is because there's a transition to M5 and they want to clear the old stock. OpenClaw is likely a very small portion of the actual Mac mini market, unless you are living in a very dense tech area like San Francisco.
One thing of note that people may forget is that the models were not that great just a year ago, so we need to give it time before counting chickens.
ozten
b1temy
I don't pretend to know the future (nor do I believe anyone else who claims to be able to), but I think the opposite has a good chance of happening too, and hype would die down over "AI" and the bubble bursts, and the current overvaluation (imo at least. I still think it is useful as a tool, but overhyped by many who don't understand it.) will be corrected by the market; and people will look back and see it as the moment that Apple dodged a bullet. (Or more realistically, won't think about it at all).
I know you can't directly compare different situations, but I wonder if comparisons can be made with dot-com bubble. There was such hype some 20-30 years ago, with claims of just being a year or two away from, "being able to watch TV over the internet" or "do your shopping on the web" or "have real-time video calls online", which did eventually come true, but only much, much, later, after a crash from inflated expectations and a slower steady growth.*
* Not that I think some claims about "AI" will ever come true though, especially the more outlandish ones such as full-length movies made by a prompt of the same quality made by a Hollywood director.
I don't know what a potential "breaking point" would be for "AI". Perhaps a major security breach, even _worse_ prices for computer hardware than it is now, politics, a major international incident, environmental impact being made more apparent, companies starting to more aggressively monetize their "AI", consumers realising the limits of "AI", I have no idea. And perhaps I'm just wrong, and this is the age we live in now for the foreseeable future. After all, more than one of the things I have listed have already happened, and nothing happened.
yalogin
cadamsdotcom
So yeah, the market isn’t really signaling companies to make nice things.
ankit219
and the very next line (because i want to emphasize it
> That trust—built over decades—was their moat.
This just ignores the history of os development at apple. The entire trajectory is moving towards permissions and sandboxing even if it annoys users to no end. To give access to an llm (any llm, not just a trusted one acc to author) the root access when its susceptible to hallucinations, jailbreak etc. goes against everything Apple has worked for.
And even then the reasoning is circular. "So you build all your trust, now go ahead and destroy it on this thing which works, feels good to me, but could occasionally fuck up in a massive way".
Not defending Apple, but this article is so far detached from reality that its hard to overstate.
Aurornis
> They could have charged $500 more per device and people would have paid it.
I sincerely doubt that. If Apple charged $500 for a feature it would have to be completely bulletproof. Every little failure and bad output would be harshly criticized against the $500 price tag. Apple's high prices are already a point of criticism, so adding $500 would be highly debated everywhere.
jesse_dot_id
orliesaurus
yoyohello13
I’m sure apple et al will eventually have stuff like OpenClaw but expecting a major company to put something so unpolished, and with such major unknowns, out is just asinine.
oxqbldpxo
luckydata
camillomiller
Steve Jobs
raincole
Saved you a click. This is the premise of the article.
deadbabe
I guess now I’ll just use an AI agent to do the same thing instantly :(
vivzkestrel
roncesvalles
Straight up bullshit.
semiquaver
AlexCoventry
MuffinFlavored
I do not like reading things like this. It makes me feel very disconnected from the AI community. I defensively do not believe there exist people who would let AI do their taxes.
fortran77
EGreg
OpenClaw is a symbol of everything that's wrong with AI, the same way that shitty memecoins with teams that rugpull you, or blockchain-adjacent centralized "give us your money and we pinky swear we are responsible" are a symbol of everything wrong with Web3.
Giving everyone GPU compute power and open source models to use it is like giving everyone their own Wuhan Gain of Function Lab and hoping it'll be fine. Um, the probability of NO ONE developing bad things with AI goes to 0 as more people have it. Here's the problem: with distributed unstoppable compute, even ONE virus or bacterium escaping will be bad (as we've seen with the coronavirus for instance, smallpox or the black plague, etc.) And here we're talking about far more active and adaptable swarms of viruses that coordinate and can wreak havoc at unlimited scale.
As long as countries operate on the principle of competition instead of cooperation, we will race towards disaster. The horse will have left the barn very shortly, as open source models running on dark compute will begin to power swarms of bots to be unstoppable advanced persistent threats (as I've been warning for years).
Gain-of-function research on viruses is the closest thing I can think of that's as reckless. And at least there, the labs were super isolated and locked down. This is like giving everyone their own lab to make designer viruses, and hoping that we'll have thousands of vaccines out in time to prevent a worldwide catastrophe from thousands of global persistent viruses. We're simply headed towards a nearly 100% likely disaster if we don't stop this.
If I had my way, AI would only run in locked-down environments and we'd just use inert artifacts it produces. This is good enough for just about all the innovations we need, including for medical breakthroughs and much more. We know where the compute is. We can see it from space. Lawmakers still have a brief window to keep it that way before the genie cannot be put back into the bottle.
A decade ago, I really thought AI would be responsible developed like this: https://nautil.us/the-last-invention-of-man-236814/ I still remember the quaint time when OpenAI and other companies promised they'd vet models really strongly before releasing them or letting them use the internet. That was... 2 years ago. It was considered an existential risk. No one is talking about that now. MCP just recently was the new hotness.
I wasn't going to get too involved with building AI platforms but I'm diving in and a month from now I will release an alternative to OpenClaw that actually shows the way how things are supposed to go. It involves completely locked-down environments, with reproducible TEE bases and hashes of all models, and even deterministic AI so we can prove to each other the provenance of each output all the way down to the history of the prompts and input images. I've already filed two provisional patents on both of these and I'm going to implement it myself (not an NPE). But even if it does everything as well as OpenClaw and even better and 100% safely, some people will still want to run local models on general purpose computing environments. The only way to contain the runaway explosion now is to come together the same way countries have come together to ban chemical weapons, CFCs (in the Montreal protocol), let the hole in the ozone layer heal, etc. It is still possible...
This is how I feel:
https://www.instagram.com/reels/DIUCiGOTZ8J/
PS: Historically, for the last 15 years, I've been a huge proponent of open source and an opponent of patents. When it comes to existential threats of proliferation, though, I am willing to make an exception on both.
And this is probably coming, a few years from now. Because remember, Apple doesn't usually invent new products. It takes proven ones and then makes its own much nicer version.
Let other companies figure out the model. Let the industry figure out how to make it secure. Then Apple can integrate it with hardware and software in a way no other company can.
Right now we are still in very, very, very early days.