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WWDC 2024: Apple Intelligence
WWDC 2024: Apple Intelligence
their models are almost entirely based on personal context, by way of an on-device semantic index. In broad strokes, this on-device semantic index can be thought of as a next-generation Spotlight. Apple is focusing on what it can do that no one else can on Apple devices, and not really even trying to compete against ChatGPT et al. for world-knowledge context. They’re focusing on unique differentiation, and eschewing commoditization.
Apple is doing what no one else can do: integrating generative AI into the frameworks in iOS and MacOS used by developers to create native apps. Apps built on the system APIs and frameworks will gain generative AI features for free, both in the sense that the features come automatically when the app is running on a device that meets the minimum specs to qualify for Apple Intelligence, and in the sense that Apple isn’t charging developers or users to utilize these features.
#companies/apple#business/strategy#apple-intelligence#business/partnerships#companies/OpenAI
·daringfireball.net·
WWDC 2024: Apple Intelligence
What Apple's AI Tells Us: Experimental Models⁴
What Apple's AI Tells Us: Experimental Models⁴
Companies are exploring various approaches, from large, less constrained frontier models to smaller, more focused models that run on devices. Apple's AI focuses on narrow, practical use cases and strong privacy measures, while companies like OpenAI and Anthropic pursue the goal of AGI.
the most advanced generalist AI models often outperform specialized models, even in the specific domains those specialized models were designed for. That means that if you want a model that can do a lot - reason over massive amounts of text, help you generate ideas, write in a non-robotic way — you want to use one of the three frontier models: GPT-4o, Gemini 1.5, or Claude 3 Opus.
Working with advanced models is more like working with a human being, a smart one that makes mistakes and has weird moods sometimes. Frontier models are more likely to do extraordinary things but are also more frustrating and often unnerving to use. Contrast this with Apple’s narrow focus on making AI get stuff done for you.
Every major AI company argues the technology will evolve further and has teased mysterious future additions to their systems. In contrast, what we are seeing from Apple is a clear and practical vision of how AI can help most users, without a lot of effort, today. In doing so, they are hiding much of the power, and quirks, of LLMs from their users. Having companies take many approaches to AI is likely to lead to faster adoption in the long term. And, as companies experiment, we will learn more about which sets of models are correct.
#ai#companies/Anthropic#companies/OpenAI#companies/apple#faang#trends#platforms#business/models#business/strategy#ai/models
·oneusefulthing.org·
What Apple's AI Tells Us: Experimental Models⁴
Apple Intelligence is Right On Time
Apple Intelligence is Right On Time

Summary

  • Apple remains primarily a hardware company, and an AI-mediated future will still require devices, playing to Apple's strengths in design and integration.
  • AI is a complement to Apple's business, not disruptive, as it makes high-performance hardware more relevant and could drive meaningful iPhone upgrade cycles.
  • The smartphone is the ideal device for most computing tasks and the platform on which the future happens, solidifying the relevance of Apple's App Store ecosystem.
  • Apple's partnership with OpenAI for chatbot functionality allows it to offer best-in-class capabilities without massive investments, while reducing the threat of OpenAI building a competing device.
  • Building out the infrastructure for API-level AI features is a challenge for Apple, but one that is solvable given its control over the interface and integration of on-device and cloud processing.
  • The only significant threat to Apple is Google, which could potentially develop differentiated AI capabilities for Android that drive switching from iPhone users, though this is uncertain.
  • Microsoft's missteps with its Recall feature demonstrate the risks of pushing AI features too aggressively, validating Apple's more cautious approach.
  • Apple's user-centric orientation and brand promise of privacy and security align well with the need to deliver AI features in an integrated, trustworthy manner.
#companies/apple#business/strategy#business/partnerships#companies/OpenAI#faang#ai#events
·stratechery.com·
Apple Intelligence is Right On Time