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OpenAI and Apple Announce Partnership

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Re: OpenAI and Apple Announce Partnership

#101

Post by talldayo »

KeplerBoy wrote: post #88
whimsicalism wrote: post #69

Earlier quoted context omitted.

> Apple also has the means to build data center training hardware using apple silicon if they want to do so. i'm seeing people all over this thread saying stuff like that, it reads like fantasyland to me. Apple doesn't have the talent or the chips or suppliers or really any of the capabilities to do this, where are people getting it from?

Apple is already one of the largest (if not the largest) customers of TSMC and they have plenty of experience designing some of the best chips on the most modern nodes. Their ability to design a chip and networking fabric which is fast/efficient at training a narrow set of model architecture is not far fetched by any means.

It's worth noting that one of Apple's largest competitor at TSMC is, in fact, Nvidia. And when you line the benchmarks up, Nvidia is one of the few companies that consistently beats Apple on performance-per-watt even when they aren't on the same TSMC node: https://browser.geekbench.com/opencl-benchmarks

Re: OpenAI and Apple Announce Partnership

#102

Post by kovezd »

blueelephanttea wrote: post #24

IMO this really feels like the Facebook / Twitter integration from early iOS. That only lasted a few years. Apple clearly thinks it needs a dedicated LLM service atm. But still thinks it is only supplemental as they handle a bunch of the core stuff without it. And require explicit user consent to use OpenAI. And Apple clearly views it as a partial commodity since they even said they plan to add others. Tough to bet a…

Disagree. This feels more like the Google partnership with Apple' Safari that has lasted for long time. Except in this case, I think is OpenAI who will get the big checks.

Re: OpenAI and Apple Announce Partnership

#103

Post by noahtallen »

solardev wrote: post #86

I'm confused now... Apple's other announcement today discussed on-device AI. So what sorts of queries will be on-device and what will be sent to OpenAI? How does this distinction appear in the UI?

I think the headlines are REALLY muddying things. From watching the Keynote, most of Apple Intelligence is their own stuff, mostly on-device.

Siri explicitly asks you if you want to use chatGPT to answer a query. It does so when it thinks chatGPT will have a better answer. It sounds like that will be for very creative/generative types of things like "please create a 4 course meal with xyz foods," at which point Siri asks you if you want to use chatGPT. It will be very clear, according to Apple.

Re: OpenAI and Apple Announce Partnership

#104

Post by anvuong »

mvdtnz wrote: post #26

I still don't know a single person who wants this crap. I don't want "AI" in my web browser, I don't want it in my email client, I don't want it on my phone, I just don't want it. And it feels like everyone I speak to agrees! So who is this all for?

I actually want a virtual assistant that can reliably process my simple requests. But so far all these companies look like they are still in the figuring out phase, basically throwing everything at the wall to see what sticks. Hopefully after 2 or 3 years things will settle down and we will get a great virtual assistant.

Re: OpenAI and Apple Announce Partnership

#105

Post by wmf »

nextworddev wrote: post #94
lanza wrote: post #27

Earlier quoted context omitted.

Ditto. They'll use it now while they stand to benefit and in 3 years they'll be lambasting OpenAI publicly for not being private enough with data and pretend that they never had anything to do with them.

This partnership is structured so that no data is logged or sent to OpenAI.

The UI shows a "do you want your data to be sent to OpenAI?" popup.

Re: OpenAI and Apple Announce Partnership

#106

Post by dosinga »

nextworddev wrote: post #94
lanza wrote: post #27

Earlier quoted context omitted.

Ditto. They'll use it now while they stand to benefit and in 3 years they'll be lambasting OpenAI publicly for not being private enough with data and pretend that they never had anything to do with them.

This partnership is structured so that no data is logged or sent to OpenAI.

That won't stop Apple from lambasting later

Re: OpenAI and Apple Announce Partnership

#107

Post by riquito »

0xWTF wrote: post #39
talldayo wrote: post #19

Earlier quoted context omitted.

Well, good luck to Apple then. Hopefully this attempt at killing Nvidia goes better than the first time they tried, or when they tried and gave-up on making OpenCL. I just don't understand how they can compete on their own merits without purpose-built silicon; the M2 Ultra doesn't shine a candle to a single GB200. Once you consider how Nvidia's offerings are networked with Mellanox and CUDA universal memory, it feels…

S&P 500 average P:E - 20 to 25 NASDAQ average P:E - 31 NVidia's P:E - 71 That's a market of 1 vendor. That's ripe for attack.

> That's a market of 1 vendor. That's ripe for attack.

it's just a monopoly [1] , how hard can it be?

/s

- [1] practically, because of how widespread cuda is

Re: OpenAI and Apple Announce Partnership

#108

Post by dymk »

eddieplan9 wrote: post #80
MangoCoffee wrote: post #71

Earlier quoted context omitted.

It's a win for OpenAI and AI. I remember someone on Hacker News commented that OpenAI is a company searching for a market. This move might prove that AI, and OpenAI, has a legitimate way to be used and profitable. We'll see.

Steve Jobs famously said Dropbox is a feature not a product. This feels very much like it.

Looking at their stock performance and the amount of work they’ve put into features that aren’t Dropbox file sync, he appears to have been right. iCloud doc syncing is what DB offered at that time.

Re: OpenAI and Apple Announce Partnership

#109

Post by 01100011 »

dereg wrote: post #7
talldayo wrote: post #2

> The ChatGPT integration, powered by GPT-4o , will come to iOS, iPadOS, and macOS later this year. Jensen Huang must be having the time of his life right now. Nvidia's relationship with Apple went from pariah to prodigal son, real fast.

If we know anything about Apple, they're going after Nvidia. If anyone can pull it off, it's going to be them.

Apple could have moved on Nvidia but instead they seem to have thrown in the towel and handed cash back to investors. The OpenAI deal seems like further admission by Apple that they missed the AI boat.

Re: OpenAI and Apple Announce Partnership

#110

Post by kccqzy »

mupuff1234 wrote: post #15

GOOG stock seems to be ok with the announcement.

I'm convinced that GOOG has the necessary engineering chops to pull the same thing off (or to put it less charitably, copy Apple), but hitherto they were hindered by bad product manager decisions leading them to engineer the wrong thing.
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