Mike Bradley(@MikeBradleyAI):The MSRP of the new M5 Ultra Studios from Apple have completely obliterated the value economics for most consumer AI systems when measured as: (model hosting memory)x(memory speed)/(cost of system) Memory size and speed per dollar is off the charts (2-3x+ the current economics of the DGX Spark and Strix Halo) and I’d feel very confident assuming these 1.5x from MSRP very quickly. The other systems won’t get cheaper so the only path for these studios is to price up into their market value. Much like the M5 laptops did. There’s PLENTY to debate on what hardware works for you. But the economics of this initial offering are quite wonderfully broken ATM.

2026.08.25 17:30

The MSRP of the new M5 Ultra Studios from Apple have completely obliterated the value economics for most consumer AI systems when measured as: (model hosting memory)x(memory speed)/(cost of system) Memory size and speed per dollar is off the charts (2-3x+ the current economics of the DGX Spark and Strix Halo) and I’d feel very confident assuming these 1.5x from MSRP very quickly. The other systems won’t get cheaper so the only path for these studios is to price up into their market value. Much like the M5 laptops did. There’s PLENTY to debate on what hardware works for you. But the economics of this initial offering are quite wonderfully broken ATM.