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nicholas đ§¨
@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 weâll 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 innovatorâs dilemma so long as their stranglehold on software distribution doesnât falter. if the store changes and the ai companies find new ways to deliver software interactions to users outside of ios and the app storeâŚ
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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 đ§¨
@nicholas
đŻ assistants will be easy for them, and theyâll continue to put pressure on everyone else as their on device models improve, but ai for making software for example i donât 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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richie is foraging
@richie
> apple inc has never really wanted to empower regular people to make software not sure about this. they put a lot of resources into coding education programs and swift playgrounds to teach people swift. they also built shortcuts on ios/mac which is arguably a dev kit for regular people to program their devices. i think their ai will plug into these existing resources to help people make stuff. but i agree that i dont think they will compete on software dev flows that dont directly contribute to their device ecosystem. bc at the end of the day they want to sell more devices and services on top of those devices.
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nicholas đ§¨
@nicholas
apple achieved success when it traded human empowerment through personal computing (apple computers, mac) for personal entertainment (ipod, iphone) as its primary motivation. apple supports software development by maintaining device categories like the mac despite their financial irrelevance compared to consumer product lines, but the architecture of apps and app store distribution are hostile to the universal proliferation of software literacy and authorship skills. you canât read the code, you canât remix it. you canât program and publish an iphone app on an iphone because youâre not supposed to make software with an iphone, youâre supposed to play your games, stream video, and generate dead fish social media objects like ig posts. this could change over time but educational programs pumping proprietary technology do not compensate for their profound commitment thus far to limiting software literacy and meaningful composability. could change over time but i doubt it
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