Marco Arment

Then later on, the internet for home users really shook a lot of stuff up. You know, the consumer web came on with, you know, e-commerce that shook a lot of stuff up. And, you know, then mobile happened and that shook a lot of stuff up.

Then later on, the internet for home users really shook a lot of stuff up. You know, the consumer web came on with, you know, e-commerce that shook a lot of stuff up. And, you know, then mobile happened and that shook a lot of stuff up.

Yeah, and I think the LLM-based AI phase, I mean, I guess we're just calling it AI now, so I'm going to stop saying LLMs even though it's more correct, but whatever. So the AI era is upon us now, and all these things that have been stable are suddenly not so stable. It does create bubble dynamics. Bubbles do burst.

Yeah, and I think the LLM-based AI phase, I mean, I guess we're just calling it AI now, so I'm going to stop saying LLMs even though it's more correct, but whatever. So the AI era is upon us now, and all these things that have been stable are suddenly not so stable. It does create bubble dynamics. Bubbles do burst.

It does create a bunch of volatility in every market that is touched by it, which is, in this case, many markets, right?

It does create a bunch of volatility in every market that is touched by it, which is, in this case, many markets, right?

um so we have to assume like you know like i mean look geez like google now has disruption to their core search product for the first time ever like in their entire existence they have like more more disruption and more threat to google google search than we've ever had before um you know this is this is a big deal um and in fact i mean you know i'll leave tim cook alone for this episode for the most part but uh

um so we have to assume like you know like i mean look geez like google now has disruption to their core search product for the first time ever like in their entire existence they have like more more disruption and more threat to google google search than we've ever had before um you know this is this is a big deal um and in fact i mean you know i'll leave tim cook alone for this episode for the most part but uh

But, you know, I do think we will look back on this time and say Apple was really behind on LLMs. And, you know, they spent their time making a car and a Vision Pro. And while everyone else was doing this and, you know, they are behind here. And I really hope they catch up and it's not a bigger deal. But we'll see how that goes.

But, you know, I do think we will look back on this time and say Apple was really behind on LLMs. And, you know, they spent their time making a car and a Vision Pro. And while everyone else was doing this and, you know, they are behind here. And I really hope they catch up and it's not a bigger deal. But we'll see how that goes.

I don't know. I think the dynamics are a little worse than that for Apple. I mean they do have advantages in the sense that obviously they have infinite money. And so if they do end up needing to buy somebody at the end of the day, they can. I don't think that's their style in this kind of scale, but they could if they really had to.

I don't know. I think the dynamics are a little worse than that for Apple. I mean they do have advantages in the sense that obviously they have infinite money. And so if they do end up needing to buy somebody at the end of the day, they can. I don't think that's their style in this kind of scale, but they could if they really had to.

But I think the bigger challenge is like Apple's whole thing about owning and controlling core technologies for their products. There's obviously a huge role now and in the future for LLMs and AI-type models being core technologies of their products.

But I think the bigger challenge is like Apple's whole thing about owning and controlling core technologies for their products. There's obviously a huge role now and in the future for LLMs and AI-type models being core technologies of their products.

Yes, of course. I mean, look at how many features are going to be based on it.

Yes, of course. I mean, look at how many features are going to be based on it.

I think it's rapidly becoming an assumed feature on computing platforms in various contexts. I mean, look. LLMs have only really been a thing in the consumer world for like two years. They're still brand new and they're already like people are expecting chat GPT like functionality all over the place. Hell, look at Siri.

I think it's rapidly becoming an assumed feature on computing platforms in various contexts. I mean, look. LLMs have only really been a thing in the consumer world for like two years. They're still brand new and they're already like people are expecting chat GPT like functionality all over the place. Hell, look at Siri.

I mean, but even even just going to things like improving the quality of dictation or, you know, text to speech and speech to text and, you know, image recognition of things.

I mean, but even even just going to things like improving the quality of dictation or, you know, text to speech and speech to text and, you know, image recognition of things.