#bStocksCIS I saw the headline "Apple trained its own AI model for China" and almost read it as "the feature is ready now."
Those are not the same sentence.
Reuters says, citing three people familiar with the matter, that Apple trained a China-specific model with Alibaba's help. Apple and Alibaba did not comment. The report says Apple Intelligence is expected to launch in China in the coming months.
For $AAPLB , I would put the story into four boxes:
1. Model trained.
2. Regulatory path cleared.
3. Software update released.
4. People actually use it.
Right now, the first two boxes are much clearer than the last two.
The $AAPLB price on @BinanceCIS can react in seconds. A product rollout takes longer.
My simple rule: "trained" is a milestone. It is not the launch.
Would you wait for the actual software release before treating this as a finished product?
Those are not the same sentence.
Reuters says, citing three people familiar with the matter, that Apple trained a China-specific model with Alibaba's help. Apple and Alibaba did not comment. The report says Apple Intelligence is expected to launch in China in the coming months.
For $AAPLB , I would put the story into four boxes:
1. Model trained.
2. Regulatory path cleared.
3. Software update released.
4. People actually use it.
Right now, the first two boxes are much clearer than the last two.
The $AAPLB price on @BinanceCIS can react in seconds. A product rollout takes longer.
My simple rule: "trained" is a milestone. It is not the launch.
Would you wait for the actual software release before treating this as a finished product?
