David

Like it doesn't seem like Apple is investing in making their own LLM.

Yeah, there's a lot of question marks because they have their private cloud compute thing, which is supposed to like not keep a lot of your queries and all that stuff.

But at the same time, part of the new Siri features is that it remembers things about you and then it dynamically like suggests you things and puts things on your calendar for you.

So that's something in which it's going to have to like retain a certain level of information.

And then the question mark that I have is like,

Is that information just retained locally on the device and can that easily pass to a new model that gets pushed to the device?

It is interesting that Apple didn't decide to invest in this whole AI race compared to everybody else.

Everyone thought they were going to buy Anthropic for a long time.

That would be an investment.

They should have done that like two years ago.

I don't think Anthropic would sell to them at this point.

Yeah, they— Because they're just like giving up on the metaverse.

Cut a bunch of funding to the metaverse division, and there's like 100 people that are still using it.

Yeah.

Yeah.

Yeah, but I mean, Apple notably did not invest in that because they thought it might just be a fad.

And then they notably did not invest in AI because they thought it might just be a fad, or at least the LLM hype wave.

Now I think that they're like, okay, well, we have to do this, but it's still surprising that they haven't tried to build up their own infrastructure.

Yeah, it's fair.

And how many regular users actually are like, oh, Siri's bad and that's why I'm going to buy a Google phone.