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[E294] Research shows decent GPUs around $1500 beat Mac in performance, but Mac unified memory is huge advantage for larger models - Apple doing a lot of things right for local AI.
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[E331] Research shows Mac unified memory huge advantage for running larger AI models locally. Decent package, low power draw. Apple doing a lot of things right.
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[E1433] Expects massive overbuild in utilities and when all power comes online, energy prices will get crushed. Agrees with running local infrastructure given this trajectory.