No, this is a good indication of how a subset of the investor class (e.g day traders and some margin traders), view today’s announcement.
This a moment where I appreciate Apple’s conservatism. When the shallow glitz and glamor of unthinking “AI” LLM’s wear off (Google’s implementation has seen it receive the most criticism from the mainstream press in decades…), Apple will hopefully have a mature answer that can respect user privacy and actually offer accurate and personal solutions. But they squandered their head start.
The bit trying to make the handoff to OpenAI felt like such a decision mired in deep politics within Apple. Apple is ceding a tremendous amount to a third party, a massive compromise for Apple for Cook, but also perhaps a necessary one. This technology is so new and unpredictable they both felt they must include it but also the need to clearly bifurcate it from Apple in a way we have never seen. I expect there were meetings that could have made entire movies behind all of this.
I believe Apple utterly squandered the head start they were given in the acquisition of Siri in 2010. Siri was unique and predated the LLMs we’ve come to love and loathe, but was undeniably the first attempt at a true digital assistant. One wonders what vision saw the potential but failed to make the case that would have put Apple on the forefront here.
Exciting times. I am excited to see what Apple has in store, and don’t doubt for a second their “alliance” with OpenAI is simply one of necessity in the moment.