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Tim Cook rallying Apple employees around AI efforts

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Re: Tim Cook rallying Apple employees around AI efforts

#21

Post by stockresearcher »

bigyabai wrote: post #7
tiahura wrote: post #6

Deep breath. There’s no sense in trying to outcompete Google in burning cash. They’ve got time to wait until there’s the beginning of commodification of the tech, and a large profitable market to be had.

Isn't a larger concern that Tim "Services" Cook failed to skate where the puck was headed on this one? 15 years ago the Mac had Nvidia drivers, OpenCL support and a considerable stake in professional HPC. Today's Macs have none of that. Every business has to make tradeoffs, it's just hard to imagine that any of these decisions were truly worthwhile with the benefit of hindsight. After the botched launch of Vision Pro…

> Isn't a larger concern that Tim "Services" Cook failed to skate where the puck was headed on this one?

Doesn't somebody (not named Nvidia) need to make a serious profit on AI before we can say that Tim Cook failed?

OpenAI and Anthropic aren't anywhere close. Meta? Google? The only one I can think of might be Microsoft but they still refuse to break out AI revenue and expenses in the earnings reports. That isn't a good sign.

Re: Tim Cook rallying Apple employees around AI efforts

#22

Post by burnt-resistor »

dangus wrote: post #19
burnt-resistor wrote: post #15

Earlier quoted context omitted.

Chief Bean Counter Cook doesn't do cool, goodwill, or long term strategy. Only making the same set of products incrementally better and more expensive, and increasingly prone to expensive repair.

Apple may be greedy but they can’t be accused of bungling long term strategy. While OpenAI sells $2 bills for $1, Tim Cook was out there increasing service revenue and profitability so that it was larger than Macs and iPads combined. Tim Cook presided over some incredibly lucrative product launches like AirPods, TV+, Apple Music, moved chip design in house which doubled Mac market share and has made the iPhone contin…

Lucrative but not cool. There's no long term strategy if there's no new, category-defining, cool products. People will eventually sour on the same-old, same-old and expensive, fragile, unrepairable products.

Excessive greed obliterates goodwill.

You don't seem to understand sj placed cool first, while TC was the bean counter and continues to optimize this while jumping the shark.

Current Apple has a deep, systemic lack of cool and lack of entrepreneurial leadership with good taste that will ultimately lose the crown.

Re: Tim Cook rallying Apple employees around AI efforts

#23

Post by aunty_helen »

anon7000 wrote: post #20
aunty_helen wrote: post #10

Earlier quoted context omitted.

Or, apples just so bad at this they’re fumbling the bag. Billions in cash on hand each quarter but don’t have the balls that zuck has to pay unreasonable money. They have their own hardware like google does but are talking about perplexity??? They have all data but can’t seem to get an llm that can set an alarm and be a chatbot at the same time? Sometimes company’s just don’t do good enough.

> Billions in cash on hand each quarter but don’t have the balls that zuck has to pay unreasonable money It remains to be seen whether this was a smart move, or just flailing money at the wall

The difference is it’s a move. Actually doing something rather than putting out internal PR.

Zuck tried and flailed with the metaverse. That was a huge waste, but he can afford it and fortune favours the brave.

Re: Tim Cook rallying Apple employees around AI efforts

#24

Post by Fade_Dance »

burnt-resistor wrote: post #22
dangus wrote: post #19

Earlier quoted context omitted.

Apple may be greedy but they can’t be accused of bungling long term strategy. While OpenAI sells $2 bills for $1, Tim Cook was out there increasing service revenue and profitability so that it was larger than Macs and iPads combined. Tim Cook presided over some incredibly lucrative product launches like AirPods, TV+, Apple Music, moved chip design in house which doubled Mac market share and has made the iPhone contin…

Lucrative but not cool. There's no long term strategy if there's no new, category-defining, cool products. People will eventually sour on the same-old, same-old and expensive, fragile, unrepairable products. Excessive greed obliterates goodwill. You don't seem to understand sj placed cool first, while TC was the bean counter and continues to optimize this while jumping the shark. Current Apple has a deep, systemic la…

Teen iPhone ownership is up to 88% (!) in the US.

I generally agree with what you're saying, and unlike Cook I don't find it "hard to imagine" life without iPhones (an augmented reality future isn't that far out to consider), but they have a long runway. Gen Z and Gen Alpha define "cool", and they are committed to the ecosystem.

Re: Tim Cook rallying Apple employees around AI efforts

#25

Post by Fade_Dance »

stockresearcher wrote: post #21
bigyabai wrote: post #7

Earlier quoted context omitted.

Isn't a larger concern that Tim "Services" Cook failed to skate where the puck was headed on this one? 15 years ago the Mac had Nvidia drivers, OpenCL support and a considerable stake in professional HPC. Today's Macs have none of that. Every business has to make tradeoffs, it's just hard to imagine that any of these decisions were truly worthwhile with the benefit of hindsight. After the botched launch of Vision Pro…

> Isn't a larger concern that Tim "Services" Cook failed to skate where the puck was headed on this one? Doesn't somebody (not named Nvidia) need to make a serious profit on AI before we can say that Tim Cook failed? OpenAI and Anthropic aren't anywhere close. Meta? Google? The only one I can think of might be Microsoft but they still refuse to break out AI revenue and expenses in the earnings reports. That isn't a g…

I certainly don't think that profit would be required. Many of the massive tech companies that exist today went through long periods of time were they focused on growth and brand no profits for many years even post IPO.

I won't pretend to know exactly how the AI landscape will look in the future, but at this point it's pretty clear that there's going to be massive revenue going to the sector, and Moore's law will continue to crank.

I see what you're saying though. In particular is first generation gigs data centers might be black holes of an investment, considering in the not too distant future AI compute will be fully commoditized and 10x cheaper.

Re: Tim Cook rallying Apple employees around AI efforts

#26

Post by pjmlp »

Fade_Dance wrote: post #24
burnt-resistor wrote: post #22

Earlier quoted context omitted.

Lucrative but not cool. There's no long term strategy if there's no new, category-defining, cool products. People will eventually sour on the same-old, same-old and expensive, fragile, unrepairable products. Excessive greed obliterates goodwill. You don't seem to understand sj placed cool first, while TC was the bean counter and continues to optimize this while jumping the shark. Current Apple has a deep, systemic la…

Teen iPhone ownership is up to 88% (!) in the US. I generally agree with what you're saying, and unlike Cook I don't find it "hard to imagine" life without iPhones (an augmented reality future isn't that far out to consider), but they have a long runway. Gen Z and Gen Alpha define "cool", and they are committed to the ecosystem.

Except the little issue teens don't appear on the same rate as iPhones hit the store shelves.

Re: Tim Cook rallying Apple employees around AI efforts

#27

Post by pjmlp »

paulpauper wrote: post #16

Some problems cannot be fixed with more money (unless to buy a stake , as Microsoft did with open ai). See Microsoft's endless failed efforts to compete with Google search or iPhone. Although looking at the recent stock price since 2020, MSFT stock was the winner anyway.

Because of Azure, Office, Game Pass, Github,....

To detriment of Windows, XBox hardware, .NET team shooting into all directions.

Re: Tim Cook rallying Apple employees around AI efforts

#28

Post by seanmcdirmid »

bigyabai wrote: post #13
seanmcdirmid wrote: post #11

Earlier quoted context omitted.

Silicon Mac’s are great for running LLMs. Unified memory and memory bandwidth of the Max and Ultra processors is very useful in doing inference locally.

Great news, but entirely lost on commercial hyperscalers and much of the PC market. Apple's recalcitrance towards supporting Nvidia drivers basically killed their last shot at real-world rackmount deployment of Apple Silicon. Now you can go buy an ARM Grace CPU that does the same thing, but cheaper and with better software support.

You really can’t. NVIDIA’s arm chip still looks nerfed compared to apple’s offering, and…I can run 40GB sized LLMs on the plane with no internet…it’s not something that you can do with any other platform.

Re: Tim Cook rallying Apple employees around AI efforts

#29

Post by viraptor »

> there was a smartphone before the iPhone; there were many tablets before the iPad; there was an MP3 player before iPod

That's the biggest shift I've heard from Apple. They were either "first" or ignored the existence of competing features/products for ages. I'm really surprised by this quote.

Compare "smartphones before iPhone" to the original announcement:

> iPhone also ushers in an era of software power and sophistication never before seen in a mobile device, which completely redefines what users can do on their mobile phones. (...) iPhone is a revolutionary and magical product that is literally five years ahead of any other mobile phone,

Re: Tim Cook rallying Apple employees around AI efforts

#30

Post by nunez »

burnt-resistor wrote: post #22
dangus wrote: post #19

Earlier quoted context omitted.

Apple may be greedy but they can’t be accused of bungling long term strategy. While OpenAI sells $2 bills for $1, Tim Cook was out there increasing service revenue and profitability so that it was larger than Macs and iPads combined. Tim Cook presided over some incredibly lucrative product launches like AirPods, TV+, Apple Music, moved chip design in house which doubled Mac market share and has made the iPhone contin…

Lucrative but not cool. There's no long term strategy if there's no new, category-defining, cool products. People will eventually sour on the same-old, same-old and expensive, fragile, unrepairable products. Excessive greed obliterates goodwill. You don't seem to understand sj placed cool first, while TC was the bean counter and continues to optimize this while jumping the shark. Current Apple has a deep, systemic la…

Misinformed take IMO.

M-series chips are insanely cool (literally and figuratively) and have no competition even five years in. Same with the W-series SoCs on watches.

Are there any third-party haptic vibration motors yet?

Shoot, even their trackpads, which already stood alone, have gotten _better_ over the years.

Nobody else will have their own vertically-integrated modem out in production. This will make budget iPhones (maybe all iPhones) so much cheaper once they show Qualcomm the door.

That's before the advances they've made in software, like their camera processing pipeline (which only gets better; their video stack still has no equal) and differential privacy.

Oh, yeah, and the Vision Pro, which basically everyone who has tried it has said that it is the most advanced technology they've ever used.

Almost all of this happened under Cook's tenure.

Apple is still in the business of building insanely cool shit.

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