Contrarian take on Apple talking to Google and others for AI.

Original iPhone launched with a dedicated Google Maps app. Apple learned how it was used and built their own app.

Would imagine they will do the same thing with AI. Get paid like they do for search, but then use usage data to carve off over time.

Still disappointing they aren’t coming out with their own model

𝓵𝓲𝓿𝓲𝓷𝓰 𝓽𝓱𝓮 𝓮𝓷𝓭𝓵𝓮𝓼𝓼 𝓼𝓾𝓶𝓶𝓮𝓻 • building @buoy 🛟 • pfista.com

When have they ever been good at cloud software?

Apple is best modeled as a devices company that builds the minimum viable software to keep high-end customers using the hardware.

I wouldn’t say they’ve ever been great at it, but one can hope. still disappointing nonetheless

My hypothesis is that Apple will leverage their proprietary silicon and privacy narrative to promote federated AI embedded in their devices making personalized Siris, genAI cheaper for power users than cloud alternatives, and avoid copyright issues (Our users trained AI on your data not us! We just gave them the tools)