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Apple's accidental moat: How the "AI Loser" may end up winning
Apple’s accidental moat
Alfonso de la Rocha
My personal public journal. Reflections on cutting-edge systems, career pivots, and the mindset of an engineer in the age of AI. Click to read @adlrocha Beyond The Code, a Substack publication with thousands of subscribers.
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Visit adlrocha.substack.com → RSS feedOn Hacker News Feb 2020 – Apr 2026
Software Engineering 6AI & Machine Learning 3Web & Frontend 2Math & Algorithms 2Tech Industry & Business 2Society, Policy & Culture 1
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What if AI doesn't need more RAM but better math?
How TurboQuant compresses the KV cache without losing accuracy, and what that could mean for memory stocks
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Intelligence is a commodity. Context is the real AI Moat
My thesis on the AI-first society and the future of software