canukstorm

twolf2919 said:

If true, congratulations Apple, you’re on your way to doing what you should have done in the first place: rely on the computer already in people’s pockets.  Next up, drop the “VR” bit, letting the headset into glasses.   Voilá, you’ve turned your dud of a product into a guaranteed mass market success.

Kierkegaarden said:

canukstorm said:

blastdoor said:

The quote that resonated with me from the WSJ article is that Apple can do pretty much anything they set their minds to. I think that really is the bottom line. Apple has competent management, smart employees, and practically limitless financial resources. When you have those things, you can do just about anything (within the laws of physics)

Competent management wouldn't have let Siri languish for a decade or spent $1 billion a year on a failed car project.  The state of Vision Pro is still up in the air.  Competent management would have also invested whatever it takes to have their own in-house LLM to power Siri and have their own AI datacenter infrastructure ready to go by now.  Apple saw the potential of technologies like Siri when they acquired it over a decade ago.  They should leaders in this field at this point.  Instead, it's OpenAI, Microsoft and Nvidia stealing the limelight.

So you believe managerial competence of a $3T company is based on their handling of a voice assistant feature that was released over ten years ago, and which generates no income for the company?  And this “AI data center infrastructure” you speak of — what would this power, and what income would this generate?  Because Apple isn’t in the cloud business like Amazon/Microsoft/Google, so what is the feasibility of building out an “AI data center infrastructure”?  Do you think this should have been built to power Siri, which you seem to believe is the key to all opportunities in AI for Apple?  And what of OpenAI, Microsoft and Nvidia, whom you regard as “stealing the limelight”?  They are not in the same business, they are not competitors, so they aren’t even sharing the same “limelight”.

You are obviously one of the many sheep caught up in the AI frenzy.  When the bubble pops, you will realize what a fool you are.

Kierkegaarden said:

danvm said:

Kierkegaarden said:

I’m not sure where these “Apple Universe” stories come from.  Most likely, Giannandrea and Federighi communicate frequently throughout the development process.  I also don’t think Apple is “behind” with regard to AI.  There are things that are being worked on that are years out — maybe some of those things got moved up and other things pushed out.  Google is perceived and being on the forefront of this tech, and look at the issues they have had and are having.

I we are talking about generative AI / LLM, I could see why people think they are behind. Just look at what the competition is doing and compare that with what we have with Apple today. Things could change next week in WWDC, and they release something no one is expecting.  We'll see what happens.  

What is the competition “doing” that you think Apple isn’t doing?  Are any of these things generating any revenue?  As far as I can tell, AI profit is going to the semis, data centers, and cloud providers — Apple isn’t in any of these businesses, so what competition are you referring to?

nubus said:

blastdoor said:

The quote that resonated with me from the WSJ article is that Apple can do pretty much anything they set their minds to. I think that really is the bottom line. Apple has competent management, smart employees, and practically limitless financial resources. When you have those things, you can do just about anything (within the laws of physics)

Having an idea and an abundance of cash didn't work at Xerox PARC. It doesn't help much at IBM or Intel. The main new feature of iPhone 15 Pro was an extra button. USB-C was a requirement made by politicians. The main new feature of the next iOS will be... OpenAI powered by Microsoft.

Jobs made Apple the most valuable company in 2011. Cook has moved Apple down to #3. It has been a decade of iterative upgrades from Apple with AirPods and M-series being the stars. 

blastdoor said:

The quote that resonated with me from the WSJ article is that Apple can do pretty much anything they set their minds to. I think that really is the bottom line. Apple has competent management, smart employees, and practically limitless financial resources. When you have those things, you can do just about anything (within the laws of physics)