💬 [E581] Research on local hardware shows decent GPUs around $1500 beat Macs on performance, but Mac's unified memory is huge advantage for larger models. Apple seems to be doing a lot right for local AI.

🔴 [E752] Research shows Mac's unified memory is huge advantage for running larger local models. At cost of slower inference, overall a win vs discrete GPUs. Apple seems to be doing a lot right for local AI.

🔴 [E326] Massive overbuild in utilities coming. When all this power comes online, energy prices will get crushed. Short-term yes higher prices, long-term probably energy price collapse.