They don't sell compute time to other companies to run AI, or massive custom hardware for AI training.
They aren't after VC funding.
Their core business isn't threatened by AI being "the evolution of search"
Product-wise, so far all you hear is messaging around things like pointing out the applicability of the M3 Max for running ML models.
Until they have real consumer products ready, they only need to keep tabs on analysts, with lip service at financial meetings.
Yeah and I'm not talking exclusively about developer trust. Given Apple's current consumer lineup (see Siri, Apple photos, predictive text etc)... we only have evidence that they suck at ML. What makes you think they are going to suddenly transform overnight?
…or that they only deal with mature tech and not the shiny new thing. Makes sense to me. I don’t doubt everyone will have a personal LLM-based assistant in their phones soon, but with the current rate of improvements to LLMs and AI in general, I’d wait for at least a year more while doing R&D in-house if I were Apple.
Having terrible predictive text, voice to text, image classification etc isn’t just a quark of the way they do business. Those are problems with years of established work put into them and they just flat out aren’t keeping up.
As far as whether they are keeping up or not, I disagree, but neither of our opinions really matter unless we’re betting — that is, taking actions based on calculated risks we perceive.
No one said anything about transforming overnight.
In the end one company will build AGI or super AGI that can do the function of any existing software even games, with any interface even VR, or no interface at all - just return deliverables like a tax return. The evolution might be, give me an easier but similar QuickBooks UI for accounting to just do my taxes, the company who gets here first could essentially put all other software companies out of business, especially SaaS businesses.
The first company to get there will basically be a corporate singularity and no other company will be able to catch up to them.
- Facial recognition in Photos
- "Memories" in Photos
- iOS keyboard autocomplete using LLMs. I am bilingual and noticed in the latest iOS it now does multi-language autocomplete and you no longer have to manually switch languages.
- Event detection for Calendar
- Depth Fusion in the iOS camera app, using ML to take crisper photos
- Probably others...
The crazy thing is most/all of these run on the device.
Maybe the (most likely) AI-based thing requires some training though. I got my new iPhone a month or so ago.
With an iPhone, it's only one company, that controls every little thing, and we have no insight into Apple at all. They can basically do whatever the hell they want.
Google does the memory photo thing too, but only if you use their app which I don't.
Android has had multi language keyboard support for the longest time, in addition to being able to install whatever keyboard I like (I use SwiftKey, it's brilliant) I can also install an llm based one as I please.
Android/my keyboard already does event detection/suggestion in text and has been doing for as long as I remember.
None of these are reasons to buy an iPhone...just reasons to buy a phone, lmao.
Color me doubtful.