Apple ha perdut la cursa de la IA? Siri arriba tard, però l’iPhone és la seva carta

Yo, I was just thinking about all this AI race stuff and how everything's gone from zero to 100 and then Apple They've just kind of been scrambled in the past two years trying to build Apple intelligence and hadn't really done very well Yeah, I just feel like it's so obvious that they lawn What no, they they lost no they they really want wait, sorry. No, are you are you trying to say that? Apple the one that announced the new series and then didn't deliver on it for two years until they had to start over and build it from a ground up with help from Google that Apple won the AI race? See, I think your definition of the AI race is a little bit too narrow. Like obviously being open AI and having Judge E.P.T is one thing. But making the hardware that everyone runs AI on is a different thing. Yes, but also I don't think you can ignore how hard Apple has lagged here. Like I remember

when Shatchee PT first came out and everybody saw this as like the obvious huge paradigm shift. So if you're a tech company you got to move fast. So they did Google Stars going crazy, meta turns the burners on, Bing was insane for a couple of weeks. I remember all this action, and then Apple just nothing, just nothing for them. They literally refuse to say AI in their events for months. I know what to think about it. It's Apple, right? Their thing has never been being on the bleeding edge of tech, they always sit back, let the early adopters figure out what the pros and cons and the bugs are, and then they'll step in late with their own version taken into the next level for their ecosystem. Oh, oh, that's what Apple Intelligence is.

Apple waiting for the tech to get good enough for the first 100 million users of Chatchy PT to work the bugs out, like, that can't be right. But, okay, obviously it's past the early adopter phase, but not every technology has to be They adopted some kind of race. Like obviously tech companies are trained to see emerging stuff as a threat. But this AI stuff was never a threat to Apple's core business. Like they're still a hard work company. Like you said yourself, I watch your videos. They're the iPhone company and they sell the iPhone.

Okay, but you would expect still the company with trillions of dollars to spend. Would still see chatchipi-tis spin up. And then Gemini and Claude and Meta and all this other stuff. we think, okay, number one, this is here to stay. And number two, we should build a version of our own that's cohesive with our ecosystem. But Apple Intelligence has been kind of a joke so far. Yeah. Okay, hot take.

I don't think Apple Intelligence has to be that good. What? Yeah, no, I basically think it just has to be good enough for investors to believe Apple's competitive or just doing something with AI, but it doesn't have to be amazing for Apple to still be winning. because you're still buying an iPhone. Okay, but what if I'm not buying an iPhone? Like if I'm someone who really cares about AI,

then there's so many other phones that I would buy before and I thought, right? I would buy a Google phone or Samsung phone, or a Xiaomi phone. They all have the AI assistance and the writing tools and the, I don't know, the photo editing, all this AI stuff that's way better than what Apple's been making. Yeah, but do everything you just mentioned

is such a gimmick. No one's actually buying a new phone just to use that stuff, really. Like it almost feels like I was just playing along just to have some stuff that's comparable. Oh yeah, here's some writing tools. Here's some photo editing with AI and then of course the Siri improvements, you know? Genmogee and Genmogee of course, but here.

Tell me if you agree with this. All the fastest, most secure, generative AI stuff happens on devices, right? Yeah, and then the bigger, more capable models, that's what she go to the cloud for. Exactly. So as these on-device models get better and better, you go to the cloud less and less. Right? Yeah. So in the future someday, you will basically never have to go to the cloud. You'll do all your stuff on device and who's going to make that device? Apple. Maybe. Honestly, don't think maybe.

I think definitely, like in this future where all these early adopters finally get their local on-device models, doing tasks for them and running everything locally with tons of memory on these machines, Apple is going to be there to sell those machines. That's what they fit into this AI puzzle. And just because they don't do the software, it doesn't really mean they're losing. Like they don't do search engines either. And they sell you the device that you do the Google thing on.

So yeah, what do you think Nvidia wants to make RTX Spark a thing so bad? They want a piece of that hardware pie too. Especially outside the US. Okay, so what I think I hear you saying is there's actually two different races. Yeah. In race number one, the competition is so far ahead. Apple has kind of already took the L.

But they can't look like they're losing. So they have eventually cobbled together enough of an AI suite to not be embarrassing anymore. But I think it's pretty clear that in a world where company A pays company B, a billion dollars a year, company B already won. Fair enough. But in race number two, the finish line is way out on the horizon.

And Apple does have a bit of a head start because they still make the iPhone. And Apple is going to protect that iPhone's position with everything they've got. Now, they could still win that race in a way. But also, there's nothing preventing open AI from coming along and making a phone and taking everything from Apple, the iPhone company. There are so many rumors of them working on something like that already. Yeah. Okay, so Apple is going to enter a new product category and they're going to do it the exact same way they always do,

which is why I'm making it work the best with the iPhone. And actually, that's what they're doing with the, have you tried the beta, the new Apple Intelligence stuff, like Siri pulls from I message and Apple Calendar and photos in a way that the chat GPT app on the iPhone never could. But Siri doesn't like excel at anything that chat GPT or Gemini doesn't already do. Like we're not coding apps or anything with Siri.

It doesn't even work in the background, so you can't leave it and come back later for larger quests like you can in the others. It also doesn't remember anything about you without making notes in the iPhones notes app. So it just has way less of that personal context. Like, that's just basic stuff you can already do today with the chat GPT app on the iPhone. Yeah, okay. So the real question is, do you think an AI company is going to come along and make some new hardware that's so good that I can get people to switch from the iPhone? or do you believe Apple could make their AI good enough to keep people on the iPhone?

So I want it. Hey, what are you all talking about?