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Chapter 1: What highlights did Tim Cook present at WWDC?
Two WWCs ago, we were talking about Apple Intelligence, and it's all finally coming together. The package is finally being delivered. I think the response has been really good. Some of the guys on the team have been watching WWC already. We have a bunch of folks calling in to discuss WWC throughout the week.
But let's give you the high level first, go through some of the immediate reactions, and of course, we'll be covering that later.
throughout this week so apple's annual worldwide developers conference started today and it runs through friday tim cook just kicked it off with an opening keynote the theme for this year's conference is all systems glow all systems glow interesting we're finally getting answers about what the next version of siri will look like i think expectations in a weird place like they're high
Everyone's expecting like this next version of iOS, which is what they're demoing. That's the main thing of the software version. This isn't an iPhone event. This isn't a hardware event. This is WWDC about the software.
Everyone's expecting that the software will go through an actual transformation and the next version of Apple software will be good and people will be talking about how good it is because they will deliver a bunch of things. At the same time, expectations aren't so high like going into Apple Vision Pro where people are expecting a breakthrough that no other company has ever done before.
All people are asking for is implement the best practices from ChatGPT, Gemini, Cloud, like the stuff we know and love. Even Grok has nicely interfaced into X where people say, hey, Grok, is this real? And it just pulls it up for you. I find myself on tweets just going, oh yeah, like I don't want to copy this text out and into another LLM app.
I'm happy just asking Grok real quick for an extra detail or one more fact. Google search overviews, like there's been a lot of AI diffusion into products that's been good. Even Ramp, like Ramp has like chat interface where you can just say like, hey, how much did we actually spend on Amazon last month? And it'll just pull it up for you. And it's not like this revolutionary ASIGI thing.
It's just like a nice tool.
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Chapter 2: How is AI influencing Apple's software updates?
I think they did a good job letting the hype build or the interest build organically, right? You rewind a year or two ago, they were running billboards for Apple Intelligence, for Genmoji, all this stuff. So really setting themselves up for failure.
So that stuff was overhyped.
And I think this feels like... And they were a part of... Yeah, of course. They were hyping it themselves. Of course, of course. They were like, are we goaded?
Yeah, but it seems like they have the right partnerships and the right product strategy at this point. People are familiar with these tools, so just putting them in different places seems reasonable. Models are good now, so make them available at the click of a button. Ideally, the Siri button, which has been completely nerfed for the last two years.
Actually, more than that, because Siri has never really seen the adoption or love, product love, that many other products have seen. and users will be happy. So Google AI search overviews are a good example. It proved that rolling out LLMs, it can be nerve-wracking, but it's not rocket science. Like you spit the text out where people expect the answer, there will be funny viral hallucinations.
Like right now, Even with all the crazy Google I.O. news, amazing 3.5 foundation models, they're doing really good stuff. DeepMind's a really great team. You still say disregard, and instead of just giving you the definition, it says, okay, got it. I won't do that anymore. And it gets confused. So there will be those viral, jokey, wow, it failed, it flopped. That's going to happen to Apple.
And that's not what Apple likes to deal with.
Not at all.
But I don't think any of that will show up in the user metrics. I think that, you know, churn and usage will be unaffected from the viral moment of like, oh, Apple, like the Apple text summaries, they're hilarious and they often hallucinate and get things wrong.
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Chapter 3: What are the expectations for the next version of Siri?
But your PR team will have many heart attacks. because you're not in the world of deterministic outputs anymore. So that's going to be a big cultural shift for Apple, I think, in this non-deterministic stochastic AI era. But I think that they can get through it just by running best practices that have been established for a year or two years in the rest of the AI world.
The other big questions that everyone's asking around open ecosystems. So will Apple lean into the open claw Mac mini boom at all? That would be interesting to see, say.
you know in in the next version of the software that goes on the mac mini hey we're going to embrace open claw we're going to embrace ai agents we're going to do things that make those tools more effective in our ecosystem you already know and love the hardware you're buying it non-stop it's out of stock but we could do more to lean into that community or we could do less we could say hey
We're going to shut it down. We're worried about privacy. These are the two tensions that they're going to have to deal with. Will there be a pivot around vibe coding apps in the iOS app store? You asked John Gruber from Daring Fireball this when he joined the show on May 29th. Fantastic interview. Had a ton of fun with the Grubinator. But it's a big question.
And it's something that Apple is, they don't really have to respond yet. They're pretty quiet when things happen. They usually go and solve the problem.
Oh, they really don't want to talk about it.
I, yeah, but eventually they start, like they didn't want to talk about climate change, but then they did a bunch of things to get to like net zero and eco-friendly buildings and solar panels on the roof and stuff. And then once they did, they were really noisy about it. Cause they were like, we are carbon neutral or we will be by a certain date.
I think once they figure out how to make money on it, then they'll start, which, which, yeah, I fully, I will say I fully. Yeah, exactly.
Will native iOS apps from other AI labs have more access to iPhone functionality? What's the pathway for ChatGPT interfacing, Claude, Gemini? If you're using those apps, how many hooks are there? Will they be able to siphon in your text messages? If you click, yeah, I want to share my text messages, my iMessage with my app of choice, or will you need to say yes every single time?
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Chapter 4: How are AI features being integrated into Apple's products?
Maybe the cure for cancer is right around the corner, but the cure for brain rot is not.
Yeah, and it's such a different debate because clearly a single drag on a heater is no good, right? You're ingesting poison. Burning ash. A single look at a screen, right, is not what is, you know, reducing the fertility rate. So, anyways.
It's interesting. Anyway, let's go to some reactions from WWDC. But first, I'm going to tell you about console. Console builds AI agents that automate 70% of IT, HR, and finance support, giving employees instant resolution for access requests and password resets.
iPhone, I'm going to update your software tonight while you sleep. Next morning, iPhone says, I couldn't do it, bro. Just didn't feel right. Vibe was off.
This is something that... I didn't know was so common, but I think everyone's been in this position, which is like a funny thing. I think it has to do with how much the battery is charged, but lots of low-hanging fruit, hopefully resolved in WWDC. I did see a whole bunch of stats about just little performance gains, 30% faster opening of the lock screen, 30% faster on opening this app.
and just little optimizations that I think will go a lot further. When we talk to Mark Gurman, he talks about how the AI features are too abstract. People want battery life, cameras, beautiful screens, fast. They want the basics most of the time. And so I think this is time to chop wood.
It would be funny if they effectively threw up a model card and they're comparing it.
They actually sort of did.
The bento box is the original model card. It's 2% better on...
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Chapter 5: What tensions exist in Apple's approach to open ecosystems?
No, no, it's not reinflating. We're building back. The bubble popped. It's 2003 now. It's not 99. It's not 2000. It's 2003. We're well past the bubble popping. Got it. But actually, quick explanation of what happened. So the U.S. labor market is really picking up, 172,000 seasonally adjusted jobs added in May, third month in a row. Decent amount. Decent amount. A lot of health care stuff.
For the World Cup.
Yes, and a lot of travel and workers related to the World Cup stuff that's going on, tourism. This is terrible news for all those black-pilled AI leaders that have been praying manifesting job losses despite their Herculean efforts. They can't get the unemployment rate to go up at all. It's crazy. They've been saying 10%, 20%. 50%, 100% of all jobs are going away. Good luck.
Yeah, you're going to have to work harder because the US economy is undefeated and the American worker is undefeated as evidenced by this latest jobs report. The AI job apocalypse is canceled at least for the month of May. We will see where things go. Of course, of course. But it is good news. We want hiring. We want jobs to be abundant in our society. And so in general, it's good news.
I believe the jobs report. I don't think the numbers are going to be massively revised down. I think that they're generally accurate and track with the ADP numbers and a lot of other numbers. I think the jobs are really being added. They're not in all the most critical industries. There's a lot of nuance there. How long will it go on? But in general, the economy is healthy.
But inflation is rising. The closing of the Strait of Hormuz has spiked the cost of gas, and overall prices have been increasing more quickly than the Fed would like. For some time, even before the Strait of Hormuz, inflation was running a little hot.
Yeah, well above the 2% target for basically as long as I've been an adult.
Yeah. And so this makes the likelihood of a rate cut more unlikely. In fact, it looks like we might be in rate hike territory soon, which is, of course, not good for tech companies that have earning forecasts that stretch out into the next decade.
So the silver lining in high rates, if you want some copium, is that at least the Fed has something useful in the tool chest in case the economy does slow down. You know, like we're running hot. We have high rates. At least there's room to cut to 3%, 2%, 1%, 0% if the market's selling off, if the unemployment rate's going up. You have something in the tank.
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Chapter 6: How are VC horror stories impacting the tech industry?
But we know the secret. It's the air horn. Bring the air horn. No one's falling asleep. Problem solved.
Tyler had a good story when they were building Divvy. They pitched Rajiv Misra and the SoftBank Redwood City HQ. And then Masa in Tokyo soon after, it was absolute cinema. Poppin' zins, smoking a vape, loud coughing to throw us off.
Wait, what? Intentional coughing?
Assistance whispering in Rajiv's ear.
That's a power play. That's a power move. You got to respect that, for sure.
See, that's a post-singularity job right there.
Yeah, for sure. Come in, whisper into the person's ear. It's good.
Yeah.
Some of the most fascinating questions ever asked in Tokyo. Masa starts the meeting with, you have 10 minutes. We flew like 20 hours.
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