Kierkegaarden

harrykatsaros said:

Am I the only one that thinks that AVP has the most to gain from a a new AI Siri with ChatGPT 4o integration? A conversational UI is the holy grail for a device like the AVP. It would be fundamentally transformative for the AVP form factor and would make it infinitely easier to use and navigate the system and to get things done. 

For example, “open the Mount Hood environment, start my podcast, set my windows up around the house the way I had them yesterday and then search for that .pdf file I was working off on Friday about new product strategies. Make a spreadsheet and line chart from the projections in it and then email that to Tim. Then set up a FaceTime meeting at 11am and send the call link to my work team. Once that’s done open up a word document and begin taking dictation”.

Absolutely agree — Vision Pro has the potential to evolve into the ultimate AI device.  The screen is right in front of your eyes, and the microphones are right near your mouth.  Accuracy should be near 100%.

Ofer said:

“ Lastly, the screen may finally say goodbye to black gaps at the top. Rather than a notch or the Dynamic Island, Apple could do away with it entirely by implementing an under-display Face ID system.”

I’d love to see them get rid of the notch entirely and use an under display faceid system. But o seriously doubt we’ll be seeing that on the 16. All rumors point to that option still being at least two years away.

I agree — I’m guessing this could be what they have in store for the 2027 (20th anniversary) model.  In the meantime, the bezel will continue to shrink and maybe also the DI.  I just don’t see the point of changing the DI until they maybe eliminate it completely.  I don’t see Apple going to a “hole punch” design, as it looks silly and would look too similar to the silly models that have this.

tmay said:

danvm said:

tmay said:

nubus said:

Kierkegaarden said:

canukstorm said:

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. 

And this “AI data center infrastructure” you speak of — what would this power, and what income would this generate? 

With Apple paying OpenAI - 49% owned by MS and hosted on Azure we see Apple making Microsoft stronger. Actively funding your competitors, having no control over core tech, and fumbling around copying products from Zuckerberg and Musk - that is Team Cook.

You mean the MS that has no mobile presence vs Apple with 1.46 B iPhone users?

Who do you think gains the most fainancially from OpenAI on iOS; Apple or MS?

Yes, the Apple with no generative AI / LLM infrastructure vs MS with one of the largest infrastructures in the world.
Right now, no one knows how will gain more, since there are no details of Apple agreement with OpenAI. I suppose Apple will be paying far more than the $30M per month to Amazon and the $300M they pay Google for GCP cloud services. 

https://www.windowscentral.com/microsoft/the-enormity-of-microsofts-windows-phone-shut-down-mistake-is-becoming-increasingly-clear-in-the-ai-era

Interesting article.  I did notice that during the OpenAI event last month, the presenters used a Mac and iPhone — no Windows PC.  That says a lot to me, given that MS later that same month introduced AI-powered PC devices.  What do you think this means?

In terms of resurrecting a phone, do you think MS could do it?  I don’t think so, given how entrenched Apple and Google are.  It would be a major uphill battle.

nubus said:

Kierkegaarden said:

canukstorm said:

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. 

And this “AI data center infrastructure” you speak of — what would this power, and what income would this generate? 

With Apple paying OpenAI - 49% owned by MS and hosted on Azure we see Apple making Microsoft stronger. Actively funding your competitors, having no control over core tech, and fumbling around copying products from Zuckerberg and Musk - that is Team Cook.

Why do you say that Apple is paying OpenAI anything?  Are you privy to executive level negotiations at Apple?  I don’t believe Apple will be paying them or anyone anything.  The partnership is a rumor, as nothing has been announced, but the ability to be integrated onto 2B+ devices would be attractive to any AI company.

And what products do you think Apple copied from, of all people, Zuckerberg and Musk?  Apple was supposedly working on an EV technology that no other company (including Tesla) has released yet, and Zuckerberg doesn’t produce anything that resembles Vision Pro in form or function.  Vision Pro does seem to align with Varjo (and maybe Magic Leap/HoloLens) in terms of function and their particular market, but Apple obviously sees the opportunity to expand beyond enterprise.  They made a key AR acquisition in 2017 that led them to developing the technologies that are now in Vision Pro.

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.