Slack: C0A031DLJ78/ts:1771322403.1054

Author: thibault Date: 2026-04-07 Type: slack Evidence: 3 Themes: 3

ai-pricing-sovereignty-local-models

💬 [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.
commentary · 2026-04-07

apple-nvidia-mag7-single-stock

🔴 [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.
challenging · 2026-04-07

ai-capex-infrastructure-bottleneck

🟢 [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.
supporting · 2026-04-07