The other bit of interesting business news this week was that NVIDIA has displaced Apple as TSMC's biggest customer. This is interesting because it means that Apple now has a financial incentive to burst the #AIBubble.

If I were Tim Cook, and wanted to take a break from enabling fascists to run the company that I'm paid to run, I'd point at some of the papers Apple has written about limitations of AI and release a statement saying something like 'Apple has some of the smartest engineers in the business and is a leader in the AI space. We have rigorously examined the state of the art in transformer and diffusion models and concluded that these are dead-end approaches in building tools that address the kind of real-world use cases that matter to our customers. As such, we are going to limit our exposure to the AI Bubble and significantly reduce our spending on deep learning models. We will continue to build systems that improve the experience for our users with machine learning where appropriate, but will no longer be investing in the kind of large models that require huge datacentres to train'.

And then I'd watch the market panic and NVIDIA's orders collapse.