Apple has a very clear option not to be left behind in AI: Buy Anthropic

The recent association between Apple and Anthropic to develop a platform of “Vibe-Coding“, as he said Bloomberg, It could be much more than a simple technological collaboration. It is the first act of what should become a much deeper union: a complete acquisition.

Apple is at a historic crossroads in the AI ​​race. Your association with Anthropic to integrate Claude Sonnet In Xcode it is an implicit admission that its internal development of AI does not advance with the necessary speed.

Swift Assist, announced but never releasedIt remained as a symbol of Apple’s difficulties to compete in this field alone. While OpenAi, Google and Anthropic advance by leaps and bounds, Apple runs the risk of being relegated in the largest technological revolution since the smartphone. And that risk is growing.

The acquisition of Anthropic would be a tectonic movement for both companies.

1. For Apple, it would mean ensuring one of the most sophisticated language models in the market, particularly highlighted in programming tasks.
2. For Anthropic, he would represent the support of one of the technological giants with the greatest financial capacity and global distribution.

The combination of Excellence in Apple hardware and integration with the avant -garde in Anthropic (whose product quality is far ahead of its distribution capacity) would create a difficult synergy to match.

Historically, Apple has prospered when you have acquired key technologies at key momentsintegrating them deeply into their ecosystem.

• The purchase of PA SEMI in 2008 laid the foundations for Apple Silicon chips.
• The Beats acquisition It was not only for the headphones, but by the streaming technology that would become Apple Music.

Now, AI represents another turning point, where staying halfway between their own developments and external alliances would lead to a permanent disadvantage position.

The price of acquiring Anthropic would be great, probably in the range of tens of billions, a magnitude in which Apple has never moved, used to much smaller purchases. But he has not done so does not mean that he cannot do it: he has more than 150,000 million in cash and would be a key strategic investment.

It is not only a matter of acquiring technology, but of ensuring the future of its entire platform. While Tim Cook speaks of a hybrid approach with “certain own models”, the truth is that the real power will be in those who possess the best fundamental models.

For Apple, Anthropic should not be only a temporary partner, but a permanent piece of his vision for the future of computer science.

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