Kuo says Apple is behind, and won't release generative AI in 2024
Analyst Ming-Chi Kuo claims Apple can't make a ChatGPT app by 2024, but that is in conflict with other recent rumors about generative AI.

Steve Jobs Theater at Apple Park
Ming-Chi Kuo has used Apple's forthcoming earnings call to examine where he thinks the company is going over the next couple of years. While he does see AI featuring in its future, he disagrees with other reports claiming Apple is aiming for a 2024 app launch.
"The progress of Apple's generative AI is significantly behind its competitors, so I don't expect Apple to talk too much about AI on the earnings call," writes Kuo in his full report. "At present, there is no sign that Apple will integrate AI edge computing and hardware products in 2024, so it is difficult to benefit the stock prices of Apple and its supply chain."
That's in direct contrast to Bloomberg's Mark Gurman, who claims that unspecified sources say a major Apple AI launch is aimed at some point in 2024.
Gurman has also previously reported that Apple is currently accelerating its hiring of engineers to work on generative AI. Apple has also hosted in-house in-house AI team-building event at Apple Park.
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"Apple needs a search engine" ongoing
"Apple needs a Game Console" - Circa 2000s
It's the same story over and over. There's never a rush ....it'll happen when it happens and Apple's solutions
will address the little details that most others have missed in their zeal for rushing product to market.
Nothing about Generative AI is going to affect my bottom line in the near future. My food costs, energy costs and a myriad
of other things will continue to be areas of focus over a promising but nascent technology like AI.
Apple runs on Apple time. They release new products and technology only when they are satisfied that it solves the problem they set out to solve in a way that meets Apple’s standards. They will even put R&D projects that aren’t ready for prime time on the back burner and refocus on opportunities that present themselves along the path of solving other problems. For example, the iPad R&D started prior to the R&D for the iPhone. I’d say that things have worked out pretty well so far.
The billions of dollars Google pays Apple annually to be the default search option is probably the easiest money Apple makes.
No matter what you searched for, Google would offer up related ad links on the results page. As the internet has grown business has grown with it, even with regulatory supervision and restrictions that didn't really exist back then.
Although it is easy money for Apple, having an Apple branded search engine has huge potential.
We mustn't forget though, that the secret to Google's success wasn't only the ad placement but the algorithm behind everything. Matching that is not impossible but they have a lot of accumulated knowledge to work off.
"For all our connected home devices and services, we will keep your video footage, audio recordings, and home environment sensor readings separate from advertising, and we won’t use this data for ad personalization.
Like you though, I'm more than a little surprised Apple didn't expand out on home control hardware. They certainly had the opportunity, but perhaps there isn't enough profit in it, or they were distracted by more promising products?
Sad and silly that so much FUD gets thrown around about this (does no one research anymore?), but nothing Google or anyone else can do about it. It's not like unclear policies and past practices aren't Google's own fault. Only time and continuing privacy improvements can change it.
I do not knowingly use Google search or any of their other so called services.
Works for me. Others are free to do as they wish....
Of course Google's dollars for having Google Search as the default is even easier but any revenue taken is sure to impact Google. That would be Apple’s overall goal.
I get very good results from Google and it handles my multilingual needs very, very well.
I now use Google Search/Petal Search on a 70%/30% basis. It used to be 100% Google.
I'm also using Google Maps/Petal Maps in similar terms. It used to 100% Google Maps.
Apple Search could easily find its place.
As for consumer IoT, I completely agree.
I never understood why AirPort was wound down when literally everything was moving to wireless.
AirPort should have been the cornerstone of everything. Mesh systems, front line security, PLC backhaul, NAS storage and AI data.
From there an entire ecosystem should have bloomed with Apple providing IoT chipset options to partners and bringing key consumer hardware to market. That would include a full blown TV.
In a way, the HomeKit situation reminds me of the Firewire situation back in the day. So much more could have been done with it.
That ship sailed and Apple is behind as a result.
The doorbell (or doorlock) example is a classic. Competitors are already there with mature, advanced products.
Despite their financial strength, Apple can only get a fixed number of hours per day of work from each employee. So the management job is to spread those finite man hours effectively on many projects. We are not given access to know the number of projects that are current, dead, or upcoming. Some nuts are harder to crack than others.
I think they have done a darn good job improving their product lines over the years.
I left the IBM computer based world in 1990 for Apple and have not ever regretted it.