John Siracusa

And when it comes to personal computers, a lot of people say, well, a Windows PC kind of technically does the same thing as a Mac, but not really. Android phone versus iPhone, there's still that differentiation. Apple still has a moat, and it's been a sustainable moat for a long time, basically made of intangibles.

And when it comes to personal computers, a lot of people say, well, a Windows PC kind of technically does the same thing as a Mac, but not really. Android phone versus iPhone, there's still that differentiation. Apple still has a moat, and it's been a sustainable moat for a long time, basically made of intangibles.

And I don't think OpenAI has that kind of a moat, where everyone has the same technology, but they just do it a little bit special, better like... Down to the, you know, this is the Samsung effect. But if you go to the DeepSeek website, you could be forgiven if you squint your eyes and think, is this the ChatGPT website? It's a Samsung-style ripoff. Like, it looks so much like ChatGPT.com.

And I don't think OpenAI has that kind of a moat, where everyone has the same technology, but they just do it a little bit special, better like... Down to the, you know, this is the Samsung effect. But if you go to the DeepSeek website, you could be forgiven if you squint your eyes and think, is this the ChatGPT website? It's a Samsung-style ripoff. Like, it looks so much like ChatGPT.com.

But it's not. The icons are slightly different. And the app is similar, right? So... I think in this area where Apple is kind of like behind, it's like, look, I feel, I think Apple feels if people are talking about what is the number one app on our store, we're still winning. Like we don't need to have the number one app.

But it's not. The icons are slightly different. And the app is similar, right? So... I think in this area where Apple is kind of like behind, it's like, look, I feel, I think Apple feels if people are talking about what is the number one app on our store, we're still winning. Like we don't need to have the number one app.

We just need chat GPT and deep seek and whatever competitor we've never heard of to be duking it out on our platform. That shows we're still in the game here. And we'll just wait and see which LLM is the most successful and we'll partner with them and we'll leverage their technology and we'll work on our own.

We just need chat GPT and deep seek and whatever competitor we've never heard of to be duking it out on our platform. That shows we're still in the game here. And we'll just wait and see which LLM is the most successful and we'll partner with them and we'll leverage their technology and we'll work on our own.

And there's still out there, which I keep mentioning every time we talk about LLMs and AI, the question of how useful this technology is and in what context. We are currently in the phase, the chaos bubble phase, where it's like this technology is good for everything and should be used everywhere. That is not going to be true. It's only going to be useful in some places for some things.

And there's still out there, which I keep mentioning every time we talk about LLMs and AI, the question of how useful this technology is and in what context. We are currently in the phase, the chaos bubble phase, where it's like this technology is good for everything and should be used everywhere. That is not going to be true. It's only going to be useful in some places for some things.

But right now, everyone is trying everything. And we'll find out where is it useful and where is it not. With what Apple has done in Apple intelligence, I don't think they've done anything where you look at it and say, I can't live without this AI feature now. It has made such a big change in my life. I'm glad it's there. I will be sad if it ever goes away. Where is the utility?

But right now, everyone is trying everything. And we'll find out where is it useful and where is it not. With what Apple has done in Apple intelligence, I don't think they've done anything where you look at it and say, I can't live without this AI feature now. It has made such a big change in my life. I'm glad it's there. I will be sad if it ever goes away. Where is the utility?

And has Apple harnessed that in its operating system? I don't think they have yet. Right. But they got to keep trying. And same thing with everybody else. Everyone else is trying. So I think Apple's in a good position right now.

And has Apple harnessed that in its operating system? I don't think they have yet. Right. But they got to keep trying. And same thing with everybody else. Everyone else is trying. So I think Apple's in a good position right now.

And until and unless someone out there sort of tries to usurp Apple's sort of platform control, I think Apple's find content to just keep trying different approaches to mixing AI into its platform and wait to see who's left standing at the end of all this. Is it going to be OpenAI, NVIDIA, DeepSeek, Anthropic, some other new company we've never heard of? Like who wants to partner with us later?

And until and unless someone out there sort of tries to usurp Apple's sort of platform control, I think Apple's find content to just keep trying different approaches to mixing AI into its platform and wait to see who's left standing at the end of all this. Is it going to be OpenAI, NVIDIA, DeepSeek, Anthropic, some other new company we've never heard of? Like who wants to partner with us later?

Well, you know, you guys duke it out and we'll just figure out who has the best. Maybe we'll buy one of the ones that has the best one or whatever. It's a risky move because I don't think Google's thinking that because Google's thinking these people are a direct threat. But Apple's like, we can wait and see.

Well, you know, you guys duke it out and we'll just figure out who has the best. Maybe we'll buy one of the ones that has the best one or whatever. It's a risky move because I don't think Google's thinking that because Google's thinking these people are a direct threat. But Apple's like, we can wait and see.

Work on our models and just keep trying to integrate into our apps and see if anything sticks.

Work on our models and just keep trying to integrate into our apps and see if anything sticks.