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Always, always, always.

Perhaps it will take Apple fans using some "AI" to finally learn some basic pattern recognition. It doesn't matter what is announced, the immediate impact on Apple stock is always a dip after an event.

I expected a bigger dip actually considering the hype of AI and importance this was for Apple. But they kind of crushed it. And then there’s the whole you must buy a new iPhone unless you have a 15 pro.
 
I’m ngl. I think Apple has the branding down. “Apple Intelligence” takes away the corporate feel of ‘AI’ and the tagline “AI for the rest of us” is smart.
Imagine if Tim Cook announced he was going to rename the company from Apple Inc. to Apple Intelligence.

Stock would 🚀🚀🚀🚀🚀 on that alone.
 
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Imagine if Tim Cook announced he was going to rename the company from Apple Inc. to Apple Intelligence.

Stock would on that alone.

All that AI hype. What if we steal the name? lol. Now everyone thinks they mean apple intelligence as this is thrown around.
 
I expected a bigger dip actually considering the hype of AI and importance this was for Apple. But they kind of crushed it. And then there’s the whole you must buy a new iPhone unless you have a 15 pro.
I think that is the reason why the market is so excited. They will predict the next mega upgrade cycle this fall. I'm not sure if it's going to materialize though. As Apple geeks this whole AI thing sounds very exciting. But how highly will regular consumers value it? I don't know honestly. The most practical thing I think is better search in Photos and the image editing features.
 
I think that is the reason why the market is so excited. They will predict the next mega upgrade cycle this fall. I'm not sure if it's going to materialize though. As Apple geeks this whole AI thing sounds very exciting. But how highly will regular consumers value it? I don't know honestly. The most practical thing I think is better search in Photos and the image editing features.

I’m not that excited about it either. But whether it’s iPhone 16 or 17 it bodes well. No one likes to be missing out.
 
I struggle to put it in words but the slogan ‘AI for the rest of us’ feels a tad…degrading? I understand the message they’re trying to convey, offering simple AI solutions for the everyday consumer, but the slogan just feels off. Just me?
 
I think he's referring to the outsourced LLM models like ChatGPT, and most likely Claude and Gemini by the time iOS18 launches with these features.

I don't think the on device stuff will be opt-in, what would be the point. You didn't opt in to Siri originally ten years ago and that wasn't even run on the device.
Yes, exactly, Apple Intelligence is not opt-in. The only things being opt-in are external requests to ChatGPT but it will be on a case-by-case basis not a general one.
 
But how are they going to monetize it? Will customers pay a subscription to get AI features? I would not, as it currently stands. Maybe in the future.
I don’t think it’s going to be a paid service. It’s going to be an ecosystem draw for consumers. The stronger the ecosystem, the more iPhones, Macs, ipads, Apple TV’s, HomePods, etc people will buy and use. The feature will drive hardware sales and that’s where the money comes in.
 
I expected a bigger dip actually considering the hype of AI and importance this was for Apple. But they kind of crushed it. And then there’s the whole you must buy a new iPhone unless you have a 15 pro.
I think people misunderstand that slide in the presentation, which shows which devices will do on-device processing, the rest will require more cloud processing. But we don't know for sure until Apple clarifies a few things.
 
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But how are they going to monetize it? Will customers pay a subscription to get AI features? I would not, as it currently stands. Maybe in the future.
That’s where Apple’s business model of actually selling hardware differentiates what they can do. They’re not going to monetize it, this is now just part of the Apple ecosystem.

MS and Meta should be seriously concerned, as their efforts in AI don’t have any ROI (and they’re sinking billions into it) plan.

I laughed hysterically when our MS rep tried to tell me that we had the “opportunity” to pay $30 per person for CoPilot. I’m supposed to double our M365 spend for something that is frankly unusable for our company?
 
Sell more iPhones. That’s the magic money machine investors want to see.
Sure, but some of the AI features will need investment in data center capabilities. Not everything can be done on device.
 
No mention of “artificial” — AI means “Apple Intelligence” — classic. Apple controls the hardware, the software, and servers powering most user AI requests — no other company can do all of this. They focused on practical uses that their users would be interested in, and will build on this in the years to come. Great foundation.
 
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