Oh good, maybe we'll get LLM-based image descriptions in VoiceOver (Apple screen reader) next year. Meanwhile Google has had them for a year in TalkBack now. So when my mom sends me a picture of our cat, on Android I can simply tap and hold with three fingers (that's the gesture I've set for describe focused item), and in about 5 seconds, a description appears. I don't have to share to another app and wait for that or anything.
- If you get into a car crash with your iPhone a ML model detects this and automatically calls emergency services.
- If you are wearing an Apple Watch a ML model is constantly analyzing your heart rhythm and will alert you to (some types of) irregularities. It's so computationally efficient it can literally do this in the background all day long.
- When you take any picture on any iPhone a whole array of ML models immediately run to improve the image. More models are used when manually editing images.
- After you save the photo ML models run to analyze and index the photo so it's easily searchable later. That's why you can search for "golden retriever" and get actual results.
- When you speak at your device (for example, to dictate a text message) there's a ML model that transcribes that into text. Likewise, when you're hands-free and want to hear an incoming text message, an ML model converts it to audio. All on-device and available offline at that.
Or are we playing that stupid game where "AI === LLM"?
Google AI summaries isn't a chatbot exactly, but probably has been successful in staving off migration to chatgpt search, at least once it improved a lot.
It looks like the parent was asking about LLMs specifically, in which case I don't think those two count. AFAIK Adobe's image-generation stuff is a diffusion model, not an LLM, and Nvidia's DLSS isn't an LLM either.
I have to admit - outside of cost and core values differences - Adobe has been an early player and often overlooked - but the company smells so bad that I guess they're a little looking for it.
Current "good enough" models like Mistral Small require GPUs like the RTX 6000 to achieve user-friendly response times. The model quality is good enough, especially for narrow-scope tasks like summarization and classification.
If Moore's Law holds for a few more years, a mobile device will be able to run it on-device in around 8 years (Apple's A11: 410 GFLOPS vs. RTX 6000: 16 TFLOPS [1]).
This is under the assumption that we don't see any significant optimization in the meantime. Looking back over the last eight years, the probability of no progress on the software side is near zero.
For a breakthrough in the consumer market, running LLM on-device with today's capabilities requires solving one key topic: "JIT learning" [2]. We can see some progress here [3, 4]. Perhaps the transformer architecture is not the best for this requirement, but it is hard to argue that it is impossible for Generative AI.
Due to today's technical limitations, we don't have real personal assistants. This could be the Mac for Apple in the AI era.
Isn't "Private Compute Cloud" just a marketing term with some restrict sec architecture? The real personal assistant LLM would mean to have the realtime data available in hot memory (to make sure to give instant responses).
Audio, video, screen recordings, etc. from a single customer could be something between 1 and 10 GByte per day on average. After training you might get something like 3 MByte in additional model size per day. Even with 1 billion active users you would need to store additional data with 1 billion GByte (again on hot storage, like expensive GPU memory). The total amount of the memory of GPUs sold by NVIDIA is not even close to 400mio GByte (NVIDIA 3.8mio data center GPUs in 2023).
> there was a smartphone before the iPhone; there were many tablets before the iPad; there was an MP3 player before iPod
That's the biggest shift I've heard from Apple. They were either "first" or ignored the existence of competing features/products for ages. I'm really surprised by this quote.
Compare "smartphones before iPhone" to the original announcement:
> iPhone also ushers in an era of software power and sophistication never before seen in a mobile device, which completely redefines what users can do on their mobile phones. (...) iPhone is a revolutionary and magical product that is literally five years ahead of any other mobile phone,
That's actually very consistent for Apple. Apple doesn't generally claim to be the first to do something, but have always taken the line that they're the first to execute it well. Hence their fondness for words like 'reimagine', 'revolutionise', etc.
Yes, dominant smartphones before iPhone were BlackBerry inspired, full physical keyboard with small screen.
When the iPhone launched, the Android project changed direction toward a full screen phone and that form became much more dominant and popular than the BlackBerry form.
Apple made the bet that they could make the full screen experience much more compelling that people would accept the trade off of losing the keyboard.
> Strongly disagree with this. Their marketing often claims inventing things that have existed
Strongly disagree with this. Their marketing often claims reinventing things that have existed, or revolutionising them, or reimagining them, but rarely claims to be the first, ever, without qualification.
I've heard the phrase "through Apple new technologies achieve their final form", possibly not official Apple but one of the Apple choir bloggers (Gruber?).
There were smartphones before iPhone, now all smartphones are black featureless rectangles.
There were printers before LaserWriter, then for 20 years all printers became this. (And later disappeared.)
There were wireless heaphones before Airpods, now the difference is in the shape of the stubs.
There were laptops before the Macbook Air... etc
Tim Cook is a "Keep things ticking along" CEO, not a "Change course to a new destination" CEO. Initiatives like this will probably require different leadership to succeed.
Exactly, Tim Cook is a finance guy - he knows the numbers and how to keep Apple profitable. What he lacks is product vision. His one opportunity (ironically, vision) fell flat.
Don’t downvote this guy! Interesting to note that he probably constantly got criticized for not having vision, so he took that literally and called the product Vision Pro.
It’s the kind of mistake an LLM would make. Very Lacanian.
I wouldn’t go that far. Tim Cook doesn’t really care what people think of him, he only cares about one group of people - shareholders. It was probably marketing that came up with it. Tim is totally fine being the finance guy and the vision he sold the board was “I’ll keep Apple from imploding” which he has been very successful at.
Like Nadella, you need someone from the early years, who knows the business, to run it.
Cook lacks product vision because 1) he’s no Steve Jobs. He was hired. He didn’t create.
2) He doesn’t have an Jonny Ive to make something as boring as a computer be as sexy as an Italian vase. Or as sleek as a pencil. Or as flat as paper. Or whatever metaphors were used during the Ive years to describe his design process.
But he has been there long enough to know how it works.
Different character of person though. Nadella was engineering, former Sun Microsystems, he understands cloud, having led initiatives within Microsoft in that area. He also opened the door to open source that Microsoft had shuttered for so long.
I both don't disagree with this really, but also, as an ops person, yes it is crazy hard building some of the most micro miniature systems on the planet and having someone who can see to the details of production is a pretty vital skill.
Still not a customer facing / product development role. At the same time though, again, so much of what makes Apple's products so good is that they have been amazing at product having to work with manufacturing to push the bounds of what is possible. Apple Vision for example taps this intersection: part of the product very much was figuring out physically what it was you could build.
(Something about the past year has really really shifted my perspective, enhanced the already huge respect I have for people making physical things.)
I wish apple would provide a decent model to apple intelligence and let developers build on it. Like sure it would lose a lot of money right now, but it would mean that app developers making AI agents on the iphone could still charge modest amounts if they aren't responsible for the inference costs.
Yeah but they're just too small to do anything useful with yet. Like we're in this weird state where you can't easily sell usage based pricing through appstore payments (and customers don't really understand usage anyways). So you need to sell access to an agent via a subscription, but your costs are 90% usage based so it's hard to price. If appstore developers could use a quota of access tokens from a users apple intelligence subscription we could offer AI agents for $3-5/mo and they would be actually usable! But if you need to pay for inference costs it has to be $10-20/mo. It's just a lame experience and makes the web the place to build agents even though they'd be more useful on mobile devices.
Chief Bean Counter Cook doesn't do cool, goodwill, or long term strategy. Only making the same set of products incrementally better and more expensive, and increasingly prone to expensive repair.
Apple has a ton of problems, but your comments don't address them (primarily the perceived decline in software quality and app store developer gouging).
While cool is subjective, what new, mass-market products should they create? Which product market should they "re-invent"? I wish they'd buy Sonos and fix that shit show, but that's not a profitable market to enter.
Barring the price jump around the iPhone 7, their smartphones have stayed about the same price. [1]
Over half of all smartphone repairs are battery replacements, which implies people don't take care of their batteries or are keeping their phones long enough to wear the battery down normally. [2] Additionally, Apple ranks very well in repairability. [3] They also support their phone's software longer on older devices than the competition.
Apple may be greedy but they can’t be accused of bungling long term strategy.
While OpenAI sells $2 bills for $1, Tim Cook was out there increasing service revenue and profitability so that it was larger than Macs and iPads combined.
Tim Cook presided over some incredibly lucrative product launches like AirPods, TV+, Apple Music, moved chip design in house which doubled Mac market share and has made the iPhone continually dominant, they’ll even drop third party 5G models soon. These are all incredibly shrewd long term strategy moves.
Lucrative but not cool. There's no long term strategy if there's no new, category-defining, cool products. People will eventually sour on the same-old, same-old and expensive, fragile, unrepairable products.
Excessive greed obliterates goodwill.
You don't seem to understand sj placed cool first, while TC was the bean counter and continues to optimize this while jumping the shark.
Current Apple has a deep, systemic lack of cool and lack of entrepreneurial leadership with good taste that will ultimately lose the crown.
M-series chips are insanely cool (literally and figuratively) and have no competition even five years in. Same with the W-series SoCs on watches.
Are there any third-party haptic vibration motors yet?
Shoot, even their trackpads, which already stood alone, have gotten _better_ over the years.
Nobody else will have their own vertically-integrated modem out in production. This will make budget iPhones (maybe all iPhones) so much cheaper once they show Qualcomm the door.
That's before the advances they've made in software, like their camera processing pipeline (which only gets better; their video stack still has no equal) and differential privacy.
Oh, yeah, and the Vision Pro, which basically everyone who has tried it has said that it is the most advanced technology they've ever used.
Almost all of this happened under Cook's tenure.
Apple is still in the business of building insanely cool shit.
You’re not thinking two or three orders out. It’s not about the modem, it’s about reducing the resource allocation of a boring component to make space for increasing the resources of other exciting components, taking the whole into account.
iPhone will get some new exciting feature and everyone will wonder how they managed to do it at the price point nobody else can.
I’m excited to shoot my own music videos with my iPhone now.
Last weekend my grade school friend visited and we took a boat out on Puget Sound. We followed two orca whales for 45 minutes and I shot multiple videos of them in 4k 60fps. They look beautiful and played seamlessly on my TV without any crappy ads. I shared them with our two families easily through airdrop and later through iCloud when we got back to land.
That evening my son was dancing and signing he favorite songs with my friend’s son so I shot a “music video” of them and shared it again.
Both these experiences were exciting to me. It felt insane to do such things with a pocket computer Apple hasn’t screwed up in nearly 20 years.
Like I said, it’s the whole product experience that’s the point. Apple has earned enough of my trust to believe one will come and even if not, I’m satisfied with what I have today and will have tomorrow.
Agree. There are probably more than a million tiny contextual data points that make a person look at something (whether it’s a tech product or a musician) and go: “cool, man.”
But those millions of data points can (rarely, briefly,) coalesce around a product or company, even though that’s mostly out of the control of those building the product or company.
EG if you asked someone in 1965 if a Jaguar E-Type was cool, or someone in 2000s London whether the Fruityloops DAW was cool, they’d say “yeah”.
I’m mostly agreeing, and it’s a super minor point, but tech specs are part of the unknowable, constantly-shifting constellation of symbols that produce “cool”, and there isn’t a reason an Apple product couldn’t, in the future, align the stars. They did before! The white iPod earbud wire did, briefly, signify cool.
I generally agree with what you're saying, and unlike Cook I don't find it "hard to imagine" life without iPhones (an augmented reality future isn't that far out to consider), but they have a long runway. Gen Z and Gen Alpha define "cool", and they are committed to the ecosystem.
Steve placed “Steve likes it” first. Many of the things he liked were terrible.
Cool things happen(ed) at Apple in spite of executive leadership, not because of it. The better E-team players know to stand back and not get in the way.
I'm on a M4 with nano texture display. It's IMO the pinnacle of what a computer should be. I hate apple and their anti repair practices but wanted to chime in about how good the hardware has become.
If they push forward with local AI that can be somewhat trusted, it would be a huge win.
They're just too small though, maybe in the future you will be able to run a larger model on device or smaller models will become more finetuneable to be actually useful, but the current slate are pointless.
They need to fix bugs first. For fucks sake, predictive text on the iOS keyboard regularly predicts non-grammatical words, and dictation is terrible. It’s ridiculous that AI is good enough to write sonnets and coherent code, yet Apple can’t even do autocomplete. Whisper has been available for forever, yet it’s still painful to enter text on iOS without a third party app.
It’s bizarre to me that this headline isn’t from years ago. I think Apple’s conservative/cautious approach to slow, methodical, incremental change may now pu them in a game of catch up.
I don’t know if Tim Cook has actually tried Siri day-to-day like most typical users who get frustrated. Half the time I ask siri to convert units of measure, it pulls up a web search? We’re not asking for siri to have LLM abilities to compose sonnets. Interestingly, does anyone remember when siri would use WolframAlpha for answers? Perhaps that’s the company Apple should buy not OpenAI.
Some problems cannot be fixed with more money (unless to buy a stake , as Microsoft did with open ai). See Microsoft's endless failed efforts to compete with Google search or iPhone. Although looking at the recent stock price since 2020, MSFT stock was the winner anyway.
Deep breath. There’s no sense in trying to outcompete Google in burning cash. They’ve got time to wait until there’s the beginning of commodification of the tech, and a large profitable market to be had.
Or, apples just so bad at this they’re fumbling the bag. Billions in cash on hand each quarter but don’t have the balls that zuck has to pay unreasonable money.
They have their own hardware like google does but are talking about perplexity???
They have all data but can’t seem to get an llm that can set an alarm and be a chatbot at the same time?
The Metaverse was a waste of billions of dollars to develop a product that nobody wanted. In no world was that a smart business move, or one that should be emulated. Doing nothing is better than flushing money down the toilet.
> "They have all data but can’t seem to get an llm that can set an alarm and be a chatbot at the same time?"
This is actually one of the hardest frontier problems. The "general purpose" assistant is one of the singular hardest technical problems with LLMs (or any kind of NLP).
I think people are easily snowed by LLMs' apparent linguistic fluency that they impute that to capability. This cannot be further from the truth.
In reality a LLM presented with a vast array of tools has extremely poor reliability, so if you want a thing that can order delivery and remember your shopping list and remind you of your flight and play music you're radically exceeding the capabilities of current models. There's a reason successful (anything that isn't demoware/vaporware) uses of agentic LLMs tend to narrow-domain use cases.
There's a reason Google hasn't done it either, and indeed nor has anyone else: neither Anthropic nor OpenAI have a general purpose assistant (defined as being able to execute an indefinite number of arbitrary tools to do things for you, as opposed to merely converse with you).
> They have all data but can’t seem to get an llm that can set an alarm and be a chatbot at the same time?
This does seem like an embarrassing fail, but even Google has not completed replacing Assistant with Gemini. There have also been lost functionality (maybe temporary) in the process.
they are not talking about perplexity; the endless rumor mill talks about perplexity. The same that has them buying everything from Disney to Porsche to Nike for decades.
They don't really have much time to wait, they could be forced to allow default voice assistants and access to private APIs by the DOJ antitrust, the App Store Freedom Act, the Open Markets Act, if any of those come through then OpenAI and Gemini will quickly end up entrenched.
Isn't a larger concern that Tim "Services" Cook failed to skate where the puck was headed on this one? 15 years ago the Mac had Nvidia drivers, OpenCL support and a considerable stake in professional HPC. Today's Macs have none of that.
Every business has to make tradeoffs, it's just hard to imagine that any of these decisions were truly worthwhile with the benefit of hindsight. After the botched launch of Vision Pro, Apple has to prove their worth to the wider consumer market again.
Silicon Mac’s are great for running LLMs. Unified memory and memory bandwidth of the Max and Ultra processors is very useful in doing inference locally.
Great news, but entirely lost on commercial hyperscalers and much of the PC market. Apple's recalcitrance towards supporting Nvidia drivers basically killed their last shot at real-world rackmount deployment of Apple Silicon. Now you can go buy an ARM Grace CPU that does the same thing, but cheaper and with better software support.
You really can’t. NVIDIA’s arm chip still looks nerfed compared to apple’s offering, and…I can run 40GB sized LLMs on the plane with no internet…it’s not something that you can do with any other platform.
> Isn't a larger concern that Tim "Services" Cook failed to skate where the puck was headed on this one?
Doesn't somebody (not named Nvidia) need to make a serious profit on AI before we can say that Tim Cook failed?
OpenAI and Anthropic aren't anywhere close. Meta? Google? The only one I can think of might be Microsoft but they still refuse to break out AI revenue and expenses in the earnings reports. That isn't a good sign.
I certainly don't think that profit would be required. Many of the massive tech companies that exist today went through long periods of time were they focused on growth and brand no profits for many years even post IPO.
I won't pretend to know exactly how the AI landscape will look in the future, but at this point it's pretty clear that there's going to be massive revenue going to the sector, and Moore's law will continue to crank.
I see what you're saying though. In particular is first generation gigs data centers might be black holes of an investment, considering in the not too distant future AI compute will be fully commoditized and 10x cheaper.
"failed to skate where the puck was headed" assumes that we know where the puck is going to be. We don't.
Everyone is skating towards that same spot while Apple is over by the blue line practicing their swizzles. They sure look like they're doomed. But large groups of people have skated to the "wrong spot" thousands of times. That's the entire point that Gretzky was making with his quote. He's not big enough, strong enough, fast enough to get in that scrum. They're all fighting it out and the puck slides away. To him. All alone.
Maybe that is Apple, maybe it's not. I mean, they're still learning to skate while everyone else is playing hockey.
The Mac is something like 30 billion in revenue per year, and 10 billion in profit.
The entire "generative AI" "industry" is struggling to reach 30 billion in revenue even with their creative accounting (my free Perplexity that comes with Revolut is somehow counted at full price, even though I never paid anything, and I'm sure Revolut doesn't pay full price), and gross profit is deep in the negative.
No one would buy slower hotter computers for more money. Most people who own Apple computers today are extremely satisfied with Apple silicon, and AI enthusiasts are an increasing large slice of those people (since there really isn’t anything else and getting a 3090/4099/5090 is still hard and expensive).
My prediction: Always on video/ audio recording in wearable form factor (probably glasses).
This seems "creepy" now, but people thought that about Google "reading" all your email too. The benefits of an ever present and aware assistant are just to great to ignore.
Apple's angle is that they are well liked and trusted (much more so than Facebook which people already think is eavesdropping on them to show ads) and will do all processing on device.
Also, it sounds like Cook and Federighi just repeated talking points the public has already heard, so I'm not sure what the point of this was.
If there are any current Apple employees here, maybe they can weigh in.
To be clear, just having a chatbot website/app does not count.
- If you are wearing an Apple Watch a ML model is constantly analyzing your heart rhythm and will alert you to (some types of) irregularities. It's so computationally efficient it can literally do this in the background all day long.
- When you take any picture on any iPhone a whole array of ML models immediately run to improve the image. More models are used when manually editing images.
- After you save the photo ML models run to analyze and index the photo so it's easily searchable later. That's why you can search for "golden retriever" and get actual results.
- When you speak at your device (for example, to dictate a text message) there's a ML model that transcribes that into text. Likewise, when you're hands-free and want to hear an incoming text message, an ML model converts it to audio. All on-device and available offline at that.
Or are we playing that stupid game where "AI === LLM"?
Well, the original question was specifically about LLMs. ("What other companies have successfully integrated LLM tech in their mainstream products?")
Nvidia
This is under the assumption that we don't see any significant optimization in the meantime. Looking back over the last eight years, the probability of no progress on the software side is near zero.
For a breakthrough in the consumer market, running LLM on-device with today's capabilities requires solving one key topic: "JIT learning" [2]. We can see some progress here [3, 4]. Perhaps the transformer architecture is not the best for this requirement, but it is hard to argue that it is impossible for Generative AI.
Due to today's technical limitations, we don't have real personal assistants. This could be the Mac for Apple in the AI era.
[1] https://gadgetversus.com/graphics-card/apple-a11-bionic-gpu-...
[2] Increasing context size is not a valid option for my scenario as it also increases the computation demand linear.
[2] https://arxiv.org/abs/2311.06668
[3] https://arxiv.org/abs/2305.18466
[Edit: decimal separator mess]
Audio, video, screen recordings, etc. from a single customer could be something between 1 and 10 GByte per day on average. After training you might get something like 3 MByte in additional model size per day. Even with 1 billion active users you would need to store additional data with 1 billion GByte (again on hot storage, like expensive GPU memory). The total amount of the memory of GPUs sold by NVIDIA is not even close to 400mio GByte (NVIDIA 3.8mio data center GPUs in 2023).
That's the biggest shift I've heard from Apple. They were either "first" or ignored the existence of competing features/products for ages. I'm really surprised by this quote.
Compare "smartphones before iPhone" to the original announcement:
> iPhone also ushers in an era of software power and sophistication never before seen in a mobile device, which completely redefines what users can do on their mobile phones. (...) iPhone is a revolutionary and magical product that is literally five years ahead of any other mobile phone,
When the iPhone launched, the Android project changed direction toward a full screen phone and that form became much more dominant and popular than the BlackBerry form.
Apple made the bet that they could make the full screen experience much more compelling that people would accept the trade off of losing the keyboard.
Strongly disagree with this. Their marketing often claims inventing things that have existed.
Strongly disagree with this. Their marketing often claims reinventing things that have existed, or revolutionising them, or reimagining them, but rarely claims to be the first, ever, without qualification.
There were smartphones before iPhone, now all smartphones are black featureless rectangles. There were printers before LaserWriter, then for 20 years all printers became this. (And later disappeared.) There were wireless heaphones before Airpods, now the difference is in the shape of the stubs. There were laptops before the Macbook Air... etc
I recall marketing comparing iPhones to blackberries. They even had iTunes running on Motorola phone
https://www.makeuseof.com/itunes-phone-before-the-iphone-exp...
Nobody claimed Apple was the first at this. They were just the best, eventually. But it’s been 20 years
There were smartphones before the iPhone. Consider the IPAQ and Windows Mobile 6.0.
And of course plenty of MP3 players before iPod.
It’s the kind of mistake an LLM would make. Very Lacanian.
Like Nadella, you need someone from the early years, who knows the business, to run it.
Cook lacks product vision because 1) he’s no Steve Jobs. He was hired. He didn’t create. 2) He doesn’t have an Jonny Ive to make something as boring as a computer be as sexy as an Italian vase. Or as sleek as a pencil. Or as flat as paper. Or whatever metaphors were used during the Ive years to describe his design process.
But he has been there long enough to know how it works.
Windows seems to be a platform for selling cloud services… lamentably it probably works.
https://next.content.town/p/unfucking-windows-for-fun-and-pr...
There’s a lot of settings and things you can regedit to make it great again, sane again, plain again.
Still not a customer facing / product development role. At the same time though, again, so much of what makes Apple's products so good is that they have been amazing at product having to work with manufacturing to push the bounds of what is possible. Apple Vision for example taps this intersection: part of the product very much was figuring out physically what it was you could build.
(Something about the past year has really really shifted my perspective, enhanced the already huge respect I have for people making physical things.)
Based on what exactly? He led the overhaul of a massive amount of Apple under his tenure.
While cool is subjective, what new, mass-market products should they create? Which product market should they "re-invent"? I wish they'd buy Sonos and fix that shit show, but that's not a profitable market to enter.
Barring the price jump around the iPhone 7, their smartphones have stayed about the same price. [1]
Over half of all smartphone repairs are battery replacements, which implies people don't take care of their batteries or are keeping their phones long enough to wear the battery down normally. [2] Additionally, Apple ranks very well in repairability. [3] They also support their phone's software longer on older devices than the competition.
[1] https://www.androidauthority.com/iphone-price-history-322149... [2] https://www.businessresearchinsights.com/market-reports/smar... [3] https://www.ifixit.com/repairability/smartphone-repairabilit...
While OpenAI sells $2 bills for $1, Tim Cook was out there increasing service revenue and profitability so that it was larger than Macs and iPads combined.
Tim Cook presided over some incredibly lucrative product launches like AirPods, TV+, Apple Music, moved chip design in house which doubled Mac market share and has made the iPhone continually dominant, they’ll even drop third party 5G models soon. These are all incredibly shrewd long term strategy moves.
Excessive greed obliterates goodwill.
You don't seem to understand sj placed cool first, while TC was the bean counter and continues to optimize this while jumping the shark.
Current Apple has a deep, systemic lack of cool and lack of entrepreneurial leadership with good taste that will ultimately lose the crown.
M-series chips are insanely cool (literally and figuratively) and have no competition even five years in. Same with the W-series SoCs on watches.
Are there any third-party haptic vibration motors yet?
Shoot, even their trackpads, which already stood alone, have gotten _better_ over the years.
Nobody else will have their own vertically-integrated modem out in production. This will make budget iPhones (maybe all iPhones) so much cheaper once they show Qualcomm the door.
That's before the advances they've made in software, like their camera processing pipeline (which only gets better; their video stack still has no equal) and differential privacy.
Oh, yeah, and the Vision Pro, which basically everyone who has tried it has said that it is the most advanced technology they've ever used.
Almost all of this happened under Cook's tenure.
Apple is still in the business of building insanely cool shit.
Cool is the kind of thing people envy. It's the kind of product that gets namedropped in a music video.
iPhone will get some new exciting feature and everyone will wonder how they managed to do it at the price point nobody else can.
Last weekend my grade school friend visited and we took a boat out on Puget Sound. We followed two orca whales for 45 minutes and I shot multiple videos of them in 4k 60fps. They look beautiful and played seamlessly on my TV without any crappy ads. I shared them with our two families easily through airdrop and later through iCloud when we got back to land.
That evening my son was dancing and signing he favorite songs with my friend’s son so I shot a “music video” of them and shared it again.
Both these experiences were exciting to me. It felt insane to do such things with a pocket computer Apple hasn’t screwed up in nearly 20 years.
Like I said, it’s the whole product experience that’s the point. Apple has earned enough of my trust to believe one will come and even if not, I’m satisfied with what I have today and will have tomorrow.
Apple thinks/knows/gambles increasing vertical integration by building its own modems will make things even better.
Cool is a vibe, not tech specs and little things. It's a whole aura.
Apple is not cool.
But those millions of data points can (rarely, briefly,) coalesce around a product or company, even though that’s mostly out of the control of those building the product or company.
EG if you asked someone in 1965 if a Jaguar E-Type was cool, or someone in 2000s London whether the Fruityloops DAW was cool, they’d say “yeah”.
I’m mostly agreeing, and it’s a super minor point, but tech specs are part of the unknowable, constantly-shifting constellation of symbols that produce “cool”, and there isn’t a reason an Apple product couldn’t, in the future, align the stars. They did before! The white iPod earbud wire did, briefly, signify cool.
Says who, exactly? It is very cool for most.
I generally agree with what you're saying, and unlike Cook I don't find it "hard to imagine" life without iPhones (an augmented reality future isn't that far out to consider), but they have a long runway. Gen Z and Gen Alpha define "cool", and they are committed to the ecosystem.
Steve placed “Steve likes it” first. Many of the things he liked were terrible.
Cool things happen(ed) at Apple in spite of executive leadership, not because of it. The better E-team players know to stand back and not get in the way.
If they push forward with local AI that can be somewhat trusted, it would be a huge win.
I was leaning towards buying a Mac, but now I won't because I do what (little) I can to slow down AI.
Switching to Windows would also clearly be encouraging the AI juggernaut, so I will stay with Linux.
Instead Apple can’t even manage to implement speech to text that works in safari and can’t manage to make Siri not suck.
To detriment of Windows, XBox hardware, .NET team shooting into all directions.
Sometimes company’s just don’t do good enough.
It remains to be seen whether this was a smart move, or just flailing money at the wall
Zuck tried and flailed with the metaverse. That was a huge waste, but he can afford it and fortune favours the brave.
Not everyone has to make the same move at the same time.
If those don’t seem like right or good moves, I can’t imagine much will impress you in this world.
This is actually one of the hardest frontier problems. The "general purpose" assistant is one of the singular hardest technical problems with LLMs (or any kind of NLP).
I think people are easily snowed by LLMs' apparent linguistic fluency that they impute that to capability. This cannot be further from the truth.
In reality a LLM presented with a vast array of tools has extremely poor reliability, so if you want a thing that can order delivery and remember your shopping list and remind you of your flight and play music you're radically exceeding the capabilities of current models. There's a reason successful (anything that isn't demoware/vaporware) uses of agentic LLMs tend to narrow-domain use cases.
There's a reason Google hasn't done it either, and indeed nor has anyone else: neither Anthropic nor OpenAI have a general purpose assistant (defined as being able to execute an indefinite number of arbitrary tools to do things for you, as opposed to merely converse with you).
This does seem like an embarrassing fail, but even Google has not completed replacing Assistant with Gemini. There have also been lost functionality (maybe temporary) in the process.
Every business has to make tradeoffs, it's just hard to imagine that any of these decisions were truly worthwhile with the benefit of hindsight. After the botched launch of Vision Pro, Apple has to prove their worth to the wider consumer market again.
Doesn't somebody (not named Nvidia) need to make a serious profit on AI before we can say that Tim Cook failed?
OpenAI and Anthropic aren't anywhere close. Meta? Google? The only one I can think of might be Microsoft but they still refuse to break out AI revenue and expenses in the earnings reports. That isn't a good sign.
I won't pretend to know exactly how the AI landscape will look in the future, but at this point it's pretty clear that there's going to be massive revenue going to the sector, and Moore's law will continue to crank.
I see what you're saying though. In particular is first generation gigs data centers might be black holes of an investment, considering in the not too distant future AI compute will be fully commoditized and 10x cheaper.
"failed to skate where the puck was headed" assumes that we know where the puck is going to be. We don't.
Everyone is skating towards that same spot while Apple is over by the blue line practicing their swizzles. They sure look like they're doomed. But large groups of people have skated to the "wrong spot" thousands of times. That's the entire point that Gretzky was making with his quote. He's not big enough, strong enough, fast enough to get in that scrum. They're all fighting it out and the puck slides away. To him. All alone.
Maybe that is Apple, maybe it's not. I mean, they're still learning to skate while everyone else is playing hockey.
The Mac is something like 30 billion in revenue per year, and 10 billion in profit.
The entire "generative AI" "industry" is struggling to reach 30 billion in revenue even with their creative accounting (my free Perplexity that comes with Revolut is somehow counted at full price, even though I never paid anything, and I'm sure Revolut doesn't pay full price), and gross profit is deep in the negative.
Not to mention, nobody else has achieved AGI. LLMs are not that.
This seems "creepy" now, but people thought that about Google "reading" all your email too. The benefits of an ever present and aware assistant are just to great to ignore.
Apple's angle is that they are well liked and trusted (much more so than Facebook which people already think is eavesdropping on them to show ads) and will do all processing on device.