John Siracusa

Is it a core technology of their product?

Is it a core technology of their product?

Is it now? You think it's a core technology of their product now? It's a core part of their marketing. I don't think it's a core part. You could turn off Apple intelligence on people's iPhones and see how long it takes them to notice. Like it is not a core technology in the same way as like Apple Silicon or their operating system or their app store.

Is it now? You think it's a core technology of their product now? It's a core part of their marketing. I don't think it's a core part. You could turn off Apple intelligence on people's iPhones and see how long it takes them to notice. Like it is not a core technology in the same way as like Apple Silicon or their operating system or their app store.

Like, I mean, I'm not saying it's not going to be, but right now I feel like, Apple Intelligent, if you had to say, does this fit the Tim Cook doctrine of we need to own and control, blah, blah, blah, I'm not sure it does yet. I mean, it sure seems like it's going to, so it's a good idea for them to be pursuing that. But right now, I don't think they've proven it.

Like, I mean, I'm not saying it's not going to be, but right now I feel like, Apple Intelligent, if you had to say, does this fit the Tim Cook doctrine of we need to own and control, blah, blah, blah, I'm not sure it does yet. I mean, it sure seems like it's going to, so it's a good idea for them to be pursuing that. But right now, I don't think they've proven it.

Is it improving that?

Is it improving that?

Not in Apple's hands, apparently, but other people you can use it with.

Not in Apple's hands, apparently, but other people you can use it with.

I think they're taking it very seriously. Like they're making a big push for it, but like the, the history you mentioned, like, well, first of all, voice assistants, that is obviously the area where the farthest behind, they were far behind that before LLMs. Like we all know that, right. There was, they were just not doing well with that.

I think they're taking it very seriously. Like they're making a big push for it, but like the, the history you mentioned, like, well, first of all, voice assistants, that is obviously the area where the farthest behind, they were far behind that before LLMs. Like we all know that, right. There was, they were just not doing well with that.

And somehow able to limp along with Siri being terrible for all those years. Um, They also don't make a search engine. They've just been essentially leaning on Google and other companies because that is apparently not core enough part of their operating system with the AI stuff. Apple feels like they need to incorporate it because it is a potential disrupting threat. Absolutely.

And somehow able to limp along with Siri being terrible for all those years. Um, They also don't make a search engine. They've just been essentially leaning on Google and other companies because that is apparently not core enough part of their operating system with the AI stuff. Apple feels like they need to incorporate it because it is a potential disrupting threat. Absolutely.

But potential keyword being potential, but like, you know, you got to cover your bet. So they, however many years ago they decided we're just going to go on on this Apple intelligence thing. They probably waited too long. They haven't, it's been taking them forever to do what they said they were going to do. Right. So it's really,

But potential keyword being potential, but like, you know, you got to cover your bet. So they, however many years ago they decided we're just going to go on on this Apple intelligence thing. They probably waited too long. They haven't, it's been taking them forever to do what they said they were going to do. Right. So it's really,

It's going slowly and the things they're rolling out are not that impressive, but I feel like they are really bought into it. Like every aspect of the company is focused on this. They just haven't figured out how to do anything that's particularly compelling with it. And meanwhile, their voice assistant is sitting there still sucking, right?

It's going slowly and the things they're rolling out are not that impressive, but I feel like they are really bought into it. Like every aspect of the company is focused on this. They just haven't figured out how to do anything that's particularly compelling with it. And meanwhile, their voice assistant is sitting there still sucking, right?

And the competition, the competing voice assistants are getting better and better because LLM is helping them. And LLMs are not really helping Apple in its traditional weaknesses. But, you know, they existed a long time with a crappy voice assistant. But they can exist with a crappy one for a while longer as long as...

And the competition, the competing voice assistants are getting better and better because LLM is helping them. And LLMs are not really helping Apple in its traditional weaknesses. But, you know, they existed a long time with a crappy voice assistant. But they can exist with a crappy one for a while longer as long as...