It's been hard to find actual numbers, but with an R&D spend of nearly US$30bn a year, and with thousands of people working R&D, that's still a drop in the bucket.
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Apple's Q3 2024 Earnings Call Takeaways
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“Cook said that Apple is working to understand the regulatory requirements it is subject to before introducing Apple Intelligence in the European Union. Apple Intelligence features will not be available in the EU when iOS 18, iPadOS 18, and macOS Sequoialaunch.”
What an evil person. Apple has more money than almost any company in the world yet struggles to understand regulatory requirements? A lie and nothing but a lie except the subtlest way to influence fanbois and people in general to rise up on Apple’s behalf against regulation.
What an evil person. Apple has more money than almost any company in the world yet struggles to understand regulatory requirements? A lie and nothing but a lie except the subtlest way to influence fanbois and people in general to rise up on Apple’s behalf against regulation.
Folks who are well rested in tech are often on chopping block. Apple or any other company isn’t paying big bucks for rest. Apple has multiple patents, real experience to tweak AVP. It’s a 3500 product, not going to be high volume. I fully expect Apple to go for a cheaper version. AW series zero(thought it’s a 500 bucks product) didn’t do well either.
As expected they are going to use Apple Intelligence to try sell the iPhone 16.
They were caught out in the AI race so are rushing it out (even though it’s bare bones and lots of features aren’t coming until later). They could have supported the entire 15 line up but they are doing the bare minimum of supporting only 15 Pro/Max. Wait and see the entire 16 line up fully support it.
“Just buy a new iPhone! It’s the best iPhone yet and we think you’re gonna love it 🙏” - Tim Cook.
They were caught out in the AI race so are rushing it out (even though it’s bare bones and lots of features aren’t coming until later). They could have supported the entire 15 line up but they are doing the bare minimum of supporting only 15 Pro/Max. Wait and see the entire 16 line up fully support it.
“Just buy a new iPhone! It’s the best iPhone yet and we think you’re gonna love it 🙏” - Tim Cook.
No, that does not seem a reiteration of what he (reportedly) said previously and Gruber gloated over:
„Maestri said that the EU represents just seven percent of Apple's global App Store revenue“
https://www.macrumors.com/2024/02/01/apple-q1-2024-earnings-tidbits/
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What a ridiculous notion. If they ship in November - which is quite plausible - they'd have no effect on the next quarter at all. If in October... nearly no effect (or none at all, I forget how their calendar goes).
Total failure of reading comprehension. Good job. I suggest you read the exact words again:
"Maestri once again reiterated that the App Store is responsible for seven percent of the total revenue that Apple earns in the European Union."
A rather wiser take than the slew of utter stupidities from people attempting to dance on the AVP's grave. Nobody knows how things will go over time, but pretending that you know from what you see already is ridiculously foolish.
Good joke. I thought you were serious for a second, but then I realized most of what you were saying was total crap (can't edit phone numbers, haven't removed huge notch, etc.) or a ridiculous claim of the importance of a trivial personal preference (you think most people care about long-pressing icons? lol).
This is an astounding misread of the situation. They were probably a bit surprised by the rapid development of LLM chatbots, just like everyone else, but they've been investing heavily into AI for years. To be sure they've made at least one epic mistake in a closely related area (letting Siri suck so much for so long), but they've done a number of meaningful things with AI and have many more coming this year. Relatedly, while you didn't do this... how can people claim that they're rushing things out while also complaining that they're not shipping "on time" in 18.0?
They're not rushing it out. They're playing their game, like they always do, and they've somehow had the wisdom not to drink all the AI koolaid, while taking advantage of it strategically. It's fairly brilliant.
The one thing they're doing which might be a strategic change is to integrate ChatGPT. That seems like a powerfully good move too, with the added privacy protections they're offering. It makes that feature significantly better on Apple platforms than elsewhere, in certain (large) contexts.
For the most part, looking at Apple's quarterly and seeing anything other than good news requires a really big squint. And possibly a brain malfunction. The one modest cloud that *may* be on the horizon is China, and oddly I see no discussion of that.
People on MR generally know very little but shout very loudly from their armchairs. Just look back at the comments under the post around the original iPod's announcement! We are absolutely not the majority/mainstream user and - ironically - probably the demographic that Apple tries to cater to the least.
Reddit operates similarly.
Mac market share is increasing. Apple is using more than enough ressources on Mac. I’m willing to bet that Mac has a larger percentage of overall R&D spending than its percentage of overall revenue.
I’m pretty sure the people creating the regulatory requirements struggle to understand the regulatory requirements.
Going on this logic, there hasn't been a real upgrade since the iPhone 12 series that was new design language. Apple has never been known to radically change their products year over year. Or even every 2 or 3 years. They try and perfect what they have that is working. Everything thing since the 12 has been boring. The 13 pros were a bigger leap than we have seen in a while, but it was all under the hood.
R&D in a new area often takes time to pay off.
Even Microsoft didnt really nail a popular version of Windows until 3.0 hit everywhere.
To release a new expensive product line during a Cost of Living period for much of the world was always going to be less than stellar.
However, what they learn from those willing to buy it will be invaluable. Probably in other product lines as well.
We know there will be a more consumer-friendly version sometime.
They will learn where they can cut the corners. And what needs to be improved.
Surely noone believes a 2 hour battery life was ever going to make a mass market item popular.
Get it to 4 hours and you can watch a whole movie or play a decent amount of games.
Use it in the morning, recharge over lunch and work again in the afternoon.
This is just the start. People laughed at iPads - most of the tech writers laughed the loudest.
Cook is just nicely saying the EU has been making up the rules as they go…
I don't think you can really take anything from this statement. What is a "good" level? And this question is in the context of finance only. Nobody on this call cares whether the developers like it, they care whether it will impact Apple financially. So the CFO gave as vague an answer as possible.
I have a "text replacement" on my iPhone just to link to that thread. MR Apple users HATED the iPod at first announcement.
Agreed,
How are those smaller iPhone sales doing? You know, the ones clamored for in every post on MR but not in the real world.
A) ‘Don’t type it that way’ - Steve 😊
B) I don’t understand the suggested function. Is it meant to replace “Search for Contact” or invoking Siri by long pressing a button, which already accomplish this the same or better?
These are the current long press options of the Phone app (attached).
The first iPad exceeded expectations - they sold over 2 million in under two months and couldn't keep up demand. The complete opposite is happening with Vision Pro.
Apple's specialty is they wait for a product category to be ready before entering, not jump in prematurely.
I mean I don’t mind it cause it might eventually turn into a product (glasses, hint hint, I would get some amazing tech glasses from Apple!) but I guess the big thing is that I think they have almost missed the boat on AI. They should have their own models and own AI chips that compare to Nvidia’s best for servers. That **** will all become cash cows instead of Vr, etc which is a reverse cash cow. There was ripe fruit to be plucked and they almost completely **** the bed, but even in throwing **** tons of money around they come off as looking desperate now.
Tim if ur reading this please consider building AI server chips and your own models pronto! And don’t release until it’s better than or at least offers way better value than the Nvidia and OpenAI ****.
Apple didn’t miss a thing, if you talking about missing boat on AI it is Google with Gemini crap and Microsoft hedging its bets on Open AI. Now Microsoft has realized open AI is a competitor. It’s like saying in late 90s that yahoo is the king and every one missed the boat. Google of AI is yet to come, just like AOL and yahoo were kings of early internet days.
What Apple is doing with AI at OS level is pretty fascinating for ondevice inferences. It’s only gonna get better.
Data is the fuel for AI. Apple has none to feed it.
Apple AI will never reach the level of sophistication that Google, OpenAI, or Microsoft will achieve. It's a closed system that requires an Apple device rather than a simple app or webpage.
Meanwhile, Gemini, ChatGPT, and Copilot are getting hits every millisecond from users globally. The models are improving, learning, with the benefit of access to user data. Companies won't subscribe to Apple AI+ given it's just a wrapper for ChatGPT.
AI requires data to learn, whether that's behaviors, preferences, or trends. Apple business model is based on pure privacy and ecosystem lock in. That model no longer works in an AI world.
That’s not all how AI works. Data saturation is lot closer, that’s why you have chief scientist from Meta, Open Ai saying the same thing. The next google of AI will be more than a transformer model or an LLM. Trillions of tokens and data ain’t fixing the issues. If Data was king Google Gemini wouldnt be crap. Mistral, Anthropic Claude are way better than anything Google with no data collection from users. A local Llama 70 B running on my MBP comfortably beats Google Gemini pro. It’s like crowning or picking winners and losers of internet in late nineties. The real fun hasn’t even begun.