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nicholas 🧨
@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 we’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 innovator’s dilemma so long as their stranglehold on software distribution doesn’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 store…
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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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nicholas 🧨
@nicholas
💯 assistants will be easy for them, and they’ll continue to put pressure on everyone else as their on device models improve, but ai for making software for example i don’t think they have the dna for. apple inc has never really wanted to empower regular people to make software. media yes, software no. if sama or someone else can figure out a new distribution mechanism that lives outside app store and can scale, they may end up in trouble as a lot of the empire depends on app store control
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