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Logan Thorneloe's avatar

lol at the tagline, I thought the same thing

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Andrew Smith's avatar

I tend to agree with you on pretty much all of this, Charlie. Apple's privacy badge is a huge part of their identity, so they have to play that up, and doing so makes perfect sense.

When I heard this news and saw the instant knee-jerk reactions about how Apple wasn't doing anything particularly new, but just putting things together that others had worked on, but making it better.... I thought: "yes, that is what Apple does best. Let them do this!"

To that end, it'll be really interesting to see if they really do this well, at least compared with some of the products we're already using.

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Charlie Guo's avatar

Definitely. There were some things from the keynote that are still pretty hand-wavy, like exactly when certain features are going to come online. But I think if Apple can just nail "the basics" here it's still hugely impactful for consumers who don't use ChatGPT every day.

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Andrew Smith's avatar

Would you count yourself among those daily users? I certainly am in that group.

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Charlie Guo's avatar

My usage has declined some for personal tasks, but for work/newsletter stuff it’s definitely close to daily usage.

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Andrew Smith's avatar

I research with a leading LLM every day, and tend to create images daily too. I would say I'm in there for around 2 hours a day on average, but some days it's much longer.

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Federico Reyes's avatar

Great write up!!

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Meng Li's avatar

In 2008, Apple launched the iPhone 3G and the App Store in San Francisco, marking a new era for the mobile application ecosystem. The App Store evolved from an initial app distribution platform to a comprehensive marketplace offering purchases and subscription services, and it is estimated to generate up to $89.1 billion in software revenue for Apple by 2023.

When developing Apple Intelligence, Apple aimed to create an "AI Store" similar to the App Store. Apple has already partnered with OpenAI and is negotiating with other AI companies like Google, Anthropic, and Perplexity. However, Apple rejected collaboration with Meta because Meta's AI model did not meet their privacy protection standards.

Apple explained that partnering with multiple AI companies ensures more choices for users and avoids reliance on a single AI model. This strategy is similar to Apple's multi-supplier approach in its hardware supply chain, which ensures stable supply and greater negotiating leverage.

Apple plans to offer premium subscription services for various AI companies within Apple Intelligence and will take a service fee from these subscriptions. Although this idea seems beneficial, AI companies will have to bear high compliance and hardware costs, especially for building data centers to meet the large demand from Apple users.

Apple's partnership model may lead to AI subscription fees becoming a new mandatory expense for users. While this model provides users with options, its pros and cons for users remain difficult to assess.

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David Sterry's avatar

Spatial Computing was better. Apple Intelligence sounds like a program for spying on competitors. Guess iAI is a little too on the nose.

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Matthew Barr's avatar

This was great, thanks Charlie

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Christophe Foulon's avatar

Very informational write up. Love the architecture details

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Tim Condon's avatar

Why don’t they offer to pay us for our clics?

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