Blizzard

paulmacintosh said:

Right now, AI is a gimmick. Until it’s actually useful, it won’t make much impact. As I once read online, on a comment thread: people don’t want AI to do art and poetry so they can do their washing (laundry), they want AI to do their washing/laundry so they can do art and poetry. The Microsofts, Googles and Samsungs of the tech industry are falling over each other to go headfirst in the wrong direction. Let them; Napoleon would. Slow and steady wins the race. As in the nursery rhyme; and the parable: it was the tortoise, not the hare, which won the race; and the guy who took the low road got to Scotland before the guy who took the (glitzy/gimmicky) high road.

You do realize that the major Tech companies are already using AI to write their software for their applications, right?  You do know that right?  Microsoft, Google, Meta, are using AI to improve the productivity of software engineers.  You understand how expensive Software Engineers are, right?  Generative AI matters when it comes to major motion pictures because it significantly reduces production timelines and costs, Netflix, Sony, Tyler Perry, etc. are already massively starting to invest in AI for making their future movies and TV shows.

Mike Wuerthele said:

blastdoor said:

This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. 

The concerns about AI are not about earnings next quarter or even next year. It's about 18 months and further out. 

One thing I'm very confident of -- Apple leadership is not as myopic as the fanboy base. They've known for a while now that they've got a problem, they just haven't solved it yet. One way or another, I'm pretty confident the problem will be solved. But it won't be solved by pretending it doesn't exist. 

This report absolutely proves that the analysts who cried about this quarter because of Apple Intelligence were wrong.

Apple will do what it very nearly always does, which is what the analysts in question always, always fail to see -- Iterate until they have something that they like. No visibility as to what Apple is doing does not mean that Apple is not working on it. 

At this point in the AI lack of maturity, not having a product that really utilizes generative AI is not really an issue. If Apple doesn't do anything in a year or two, then maybe it's an issue.

Can't say that I agree, the analysts are primarily concerned about 18 months and further out.  AI would fit under the Services category when it comes to generating revenue, if Apple stumbles on it, they could let Microsoft, Google, and Meta all run away with a potential multi trillion-dollar market in 10 years from now.  Did analysts have concern that Apple's AI implementation as of late could be starting to impact sales and were looking to this quarter to see it?  Yes, but their primary concern is what AI is going to be 10 years from now and it doesn't look like Apple is going to be able to keep pace.

Apple missed out on the cloud, they missed out on the internet search, Microsoft missed out on internet search and its ads, and it missed out on mobile devices, however it hasn't missed out on the cloud, and it isn't missing out on AI and it is paying dividends for them.

sigh.....it is a $400 dollar upgrade to get a 1 TB SSD.............

sflagel said:

Teens in the US, which has less than 5% of the world's population? (and yes, they are richer, but everyone in the world has one smartphone, and only one; so population, not income, is the key measure).

Actually, it is income that is the key measure, as wealthier are more likely to spend money.  It should be no surprise then that although the iOS makes up less than a third of the global market share of smart phones, they make up nearly all of the profit that app developers earn on smart phones.

Stabitha_Christie said:

The EU didn’t force Microsoft to do anything. The EU had complaints from security software vendors and asked Microsoft to respond. Microsoft responded with a solution a solution that provided security vendors the ability to live patch the Windows kernel. It was Microsoft’s solution and it was completely voluntary. That Microsoft is trying to blame the EU is just completely dishonest on their part. 

That AppleInsider repeated Microsoft’s talking points without validating the claims was just sloppy. Paul Thurrott, a long time proponent of Windows and Microsoft, actually did work to validate the claim and called it for the BS it was. That a Microsoft fan put in more effort than AI is just embarrassing.

So, you are saying that if Microsoft would have responded with "No" or that "We are not going to change anything" that the EU would have allowed that?  Did the EU sign off on the solution that Microsoft provided?