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John Gruber

πŸ‘€ Speaker
1073 total appearances
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Appearances Over Time

Podcast Appearances

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

Right, and when they did that, and again, we're not lawyers, we're not judges, but even as a layperson,

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

That was kind of obvious that that was false advertising.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

When they announced their settlement a couple weeks ago on that case, that was really one of the least surprising settlements of all time because it was like, you showed a TV commercial that it would do a thing, and it still, now a year later, doesn't do the thing.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

Isn't that false advertising?

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

But then last year's WWDC, in hindsight, is kind of weird.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

Two years ago, they announced all of this Apple intelligence stuff, the most ambitious aspects of which still have yet to ship.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

Then last year, they were in interregnum between the year before where they announced it, but they'd already said all that stuff is coming next year, so they kind of got a free pass.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

for a very AI-light WWDC that was excusable because they already got over the excruciating, hey, we're not ready to announce that stuff we announced last year.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

But now it's 2026 and it's time to show their cards.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

Honestly, it seems like they've done a pretty good job keeping it under wraps, what they have, right?

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

They've announced the deal with Google.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

Very unusual to have, like, a white-label version of Gemini that won't be called Gemini.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

It's just going to be used for Apple's foundation models that are built in.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

And there's some rumors from Mark Gurman, of course, at Bloomberg, saying that they're going to have a sort of app store for AI agents, but I, you know...

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

I think it's probably just going to be ChatGPT and Claude and Gemini to be the sort of smarter layer on top of Siri.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

Well, I think that effectively

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

they don't want to talk about the fact that it's Gemini technology that's going to be Siri, right?

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

And they're not going to call that Gemini.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

They've gotten that announcement out of the way, and that's Apple's foundation models.

TBPN
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner

And if you don't have a Google account or don't use a Google account and don't want to use Gemini, you'll never encounter the word Gemini, right?