Apple is a hardware designer / producer. Everything else they do is aimed at selling more hardware.
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Apple AI Chief John Giannandrea Retiring After Siri Delays
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Google spends about 85 billion a year on infrastructure alone, most going to AI. The classic business model of ' I will give you the first one, I will sell you the second one is universal in business.
Also interestingly, the drug business model. Addiction to AI is on the upswing, and legal. There is some really weird AI cults on social media. Many LLM's have been designed for addiction for profit. The advertising leans on that
Yeah all that time at Google he worked for free with no stock options, during the explosive years.
They lied. And if they think no action is the action then they might get away with it. But as far as I’m concerned that whole c suite looks retarded.
Yeah, Apple is doing so bad these days😀 due to their AI failures. Blowing past Samsung.
Siri works great for me. I can dictate messages, emails, control my home, play music. I don’t need to know the top scorers of baseball teams. I don’t know where AI is going on iPhone but it ain’t hurting Apple much now despite the chattering tech press clutching their pearls about it.
Siri works great for me. I can dictate messages, emails, control my home, play music. I don’t need to know the top scorers of baseball teams. I don’t know where AI is going on iPhone but it ain’t hurting Apple much now despite the chattering tech press clutching their pearls about it.
Apple might be better off making a type of a framework in which you, the user, selects an AI, like Gemini or ChatGPT, and that AI works within the frameworks to deliver what you want with what you give it access to. For example, I give the AI access to my calendar so I can interact with my calendar through the AI. Now you have AI in the context of your calendar. Give it access to your calendar, contacts, phone, and media. Now you have AI in the context of those aspects of your data and apps. Tell it make call, it does so. Tell it play a playlist, it does. Ask it what your most played song is or ask it to look at your top ten most played songs and make suggestions for another ten, and it does.
This would also help them avoid monopoly accusations from regulators. They should stick to what they’re good at and not try to do everything.
Long overdue. They hired this guy years ago and Siri still sucks. If Elon Musk can throw together a team in a few months and make a leading LLM, how hard can it be?
This guy is notable to me as being the only one on Apple’s leadership team outside of legal or finance that didn’t start his tenure under Steve Jobs. Apple’s leadership team is great but old hat. With the coming wave of retirements in the next few years, this bodes poorly for Apple.
Finally, as a consumer electronics company, there was never any way for Apple to “win” on AI. Apple is not a cloud service provider or merchant chip maker- all the AI “winners” are doing B2B. No one in the consumer space is making money on AI, so Apple is not really missing out. OpenAI dominates the consumer market, they don’t make money, and they’re trying to move towards an advertisement-based model- again, B2B. No one is making money on consumer AI hardware. OpenAI is working on something so Apple better be prepared but as of now there is nothing to see. Apple needs to get their house in order on AI, to make products like AR smart glasses possible, but they have time.
AI is massive bubble now, with companies taking on massive debt for investments that have no path to profitability. The investments are also circular between the leading players, so when investors finally realize that the debts cannot be repaid, all the AI “winners” will fall down together. Apple is lucky not to be exposed to the mess. Their biggest mistake on AI was succumbing to investor pressure and releasing the half-baked “Apple Intelligence” feature instead of biding their time.
This guy is notable to me as being the only one on Apple’s leadership team outside of legal or finance that didn’t start his tenure under Steve Jobs. Apple’s leadership team is great but old hat. With the coming wave of retirements in the next few years, this bodes poorly for Apple.
Finally, as a consumer electronics company, there was never any way for Apple to “win” on AI. Apple is not a cloud service provider or merchant chip maker- all the AI “winners” are doing B2B. No one in the consumer space is making money on AI, so Apple is not really missing out. OpenAI dominates the consumer market, they don’t make money, and they’re trying to move towards an advertisement-based model- again, B2B. No one is making money on consumer AI hardware. OpenAI is working on something so Apple better be prepared but as of now there is nothing to see. Apple needs to get their house in order on AI, to make products like AR smart glasses possible, but they have time.
AI is massive bubble now, with companies taking on massive debt for investments that have no path to profitability. The investments are also circular between the leading players, so when investors finally realize that the debts cannot be repaid, all the AI “winners” will fall down together. Apple is lucky not to be exposed to the mess. Their biggest mistake on AI was succumbing to investor pressure and releasing the half-baked “Apple Intelligence” feature instead of biding their time.
Here's some thoughts about AI and Apple:
- Right now, a Mac with 32GB is the only realistic way an average person can run an LLM privately entirely on your computer WITHOUT an expensive GPU. This is because of the genuinely shared memory approach and built in GPU as part of the M-series chips. Download something like LM Studio and it works out of the box by immediately installing GPT-OSS.
- People have been pointing out recently that, during the San Francisco gold rush (one of the biggest "bubbles"), it was people like Levi Strauss that came out of it rich (and whose business is still around today) – by making the clothing for the 49ers. Strauss wasn't a miner. He wasn't chasing the gold. But he was implicit to the success of that industry and era.
- It's entirely feasible right now for somebody to create an entirely self-contained, portable, private LLM hardware device. It would need a lot of RAM, and a decent GPU as part of its SOC. Sure, it'd be expensive. It could take any format. It could be like a phone. It could be a wearable, like a wrist. A tabletop device, maybe. But this isn't tomorrow's technology. It's not even today's. We could've done it five or even ten years ago.
- There is a desperate need for power reduction in the server farms running LLMs. A company that is pioneering in its development of ARM processors could do well there.
- One of the biggest concerns about AI right now is privacy. A company committed to 100% privacy could do well by, say, running LLMs entirely on-device and off-loading to their privacy-focussed infrastructure when required.
Federighi found out about chat GPT a year after its launch, how can they say he is useful?
He is good to make ridiculous keynotes at best.
Since he took over the quality of the software went down the drain. They need a reality check and they won’t have it until the stock crashes.
He is good to make ridiculous keynotes at best.
Since he took over the quality of the software went down the drain. They need a reality check and they won’t have it until the stock crashes.
You’re right. Even now, for me, iCloud
safari tabs shows tabs I shut months ago and should’ve been purged.
If apple still can’t get basic stuff like this to work reliably, what hope does it have to get cutting edge AI working?
To all of those on the thread who are saying that Siri ‘works great for them’, this is a completely true experience that I had yesterday:
(Puts on AirPods Pro 2)
‘Hey Siri, turn on adaptive sound mode’
‘I’m sorry, I don’t understand what you mean’.
(Puts on AirPods Pro 2)
‘Hey Siri, turn on adaptive sound mode’
‘I’m sorry, I don’t understand what you mean’.