Meta（$META）与苹果（$AAPL）——和好如初？ – June 29, 2024

作者： Brad Freeman2 7 月, 2024发布分类：股市洞悉

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Meta（$META）与苹果（$AAPL）——和好如初？ – 2024 年 6 月 29 日

苹果的跨应用数据共享限制给 Meta 和所有其他社交媒体玩家的业务带来了巨大冲击。这迫使公司开始了痛苦的多年投资周期，以解决信号差距问题。它还推动 Meta 公司采用 Quest 硬件耳机来控制下一个计算平台。许多人认为，苹果此举巧妙地掩盖了隐私策略，是专门针对 Meta 的。我倾向于同意。因此，当我读到苹果公司和 Meta AI 公司正在探讨合作开发苹果计划中的人工智能硬件时，我感到非常惊讶。

这里有几件事。首先，会谈还只是初步的，有些报道称会谈已经破裂。其次，苹果公司已经明确告诉我们，它计划与许许多多的模型供应商合作。这才是合理的，这才是它的计划。不管怎么说，这些巨头竟然愿意坐下来讨论这样的事情，我不禁感到一丝鼓舞。大公司之间的敌意滋生了市场的低效率。和睦相处。

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