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nicholas šŸ§Ø
@nicholas
this year we find out if apple is organizationally capable of commoditizing ai chat bots inside their UI, or if their lack of focus on ai will leave enough space for openai and co to continue to grow as distinct personal computers. i suspect weā€™ll still be using claude and chatgpt for proper work like coding, and siri will be best for answering questions quickly and manipulating data inside apps, but not for achieving truly sophisticated cognitive tasks. siri will be like iphone automation + data retrieval without much setup, not a collaborative thinking partner for making software for example. apple can avoid this being their innovatorā€™s dilemma so long as their stranglehold on software distribution doesnā€™t falter. if the store changes and the ai companies find new ways to deliver software interactions to users outside of ios and the app storeā€¦
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richie is foraging
@richie
it's not clear they need to compete on higher-demand workflows to sell iphones & services siri will be most user's default ai assistant just like the camera app is most user's default camera. low friction + unmatched access to context for completing personal assistant tasks they can continue to edge out openai as their models become more capable because they own the hardware where requests originate.
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@dubumother
That's an interesting analysis. Looking forward to seeing how Apple moves forward.
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