I strongly believe Apple can win the consumer AI space. They have incredible distribution and hardware. They just haven’t executed at the application layer yet.
what's worrisome is that they continue to fail at it. it's one thing to say "we're still hashing things out". it's another to parade around Image Generation features that are obviously widely not-cared-for and oftentimes actively disliked
Apple cares greatly about their brand yet this has hurt their brand like nothing else in the past decade
This is why OpenAI thinks it needs to build its own physical devices. If Apple is only allowing its own AI to operate at the OS level, then that leaves OpenAI with no choice but to build their own. Meta also realized this and attempted multiple times to build their own hardware but they've given up each time. They started as early as a partnering with HTC in 2011 to make a Facebook phone. Quite frankly, I'm kind of e…
> If Apple is only allowing its own AI to operate at the OS level Incidentally, that’s what’s preventing Apple from rolling out their OS-privileged AI in the EU, as the EU mandates equal access for competing AI products. It will be interesting how this plays out.
I don't personally agree with EU's mandates. I think it's ok if Apple only allows their own models to run on iOS at the OS level.
If OpenAI makes their own AI-phone, do they have to let Anthropic and Deepseek run their models on it too?
> If Apple is only allowing its own AI to operate at the OS level Incidentally, that’s what’s preventing Apple from rolling out their OS-privileged AI in the EU, as the EU mandates equal access for competing AI products. It will be interesting how this plays out.
I don't personally agree with EU's mandates. I think it's ok if Apple only allows their own models to run on iOS at the OS level. If OpenAI makes their own AI-phone, do they have to let Anthropic and Deepseek run their models on it too?
> do they have to let Anthropic and Deepseek run their models on it too?
provided it gets big enough, yes. the EU's position roughly is "if this hurts an entire market just to benefit you, and lots of people use / rely on it, then you gotta allow it"
None for the EU Is it available in China at least or is this another “50% of the userbase gets nothing new in the OS update” year? Edit: https://x.com/wongmjane/status/2064052590992916840?s=46 Lol
Change your region. I've done so and haven't particulary noticed anything off, all the EU specific apps are weirdly still available in US appstore.
The OS restriction aren’t merely based on the region settings, they are also based on Apple Account region/country and on the detected physical location of the device.
I strongly believe Apple can win the consumer AI space. They have incredible distribution and hardware. They just haven’t executed at the application layer yet.
what's worrisome is that they continue to fail at it. it's one thing to say "we're still hashing things out". it's another to parade around Image Generation features that are obviously widely not-cared-for and oftentimes actively disliked Apple cares greatly about their brand yet this has hurt their brand like nothing else in the past decade
I mean have they, they have an outright majority share in iPhones in some markets, including the US, and lots of other stuff that sells reliably. Granted, I'm sure they'd love to have another blockbuster product, but having what amounts to "utility" status for a $1000 device isn't too bad.
This looks pretty promising to me. It will likely replace the need to set up OpenClaw for average personal users. The work of getting email, messages, and all the personal data on the phone as context seamlessly is not as straightforward as one might think. I'm curious how the pricing will work. Would it be free up to some limit and then some subscription pricing? I can't imagine it can be free unlimited usage given…
Craig mentioned near the end of the keynote that compute intensive things (like image generation) will have rate limits that can be increased bundled with their iCloud + plans. I imagine any request that gets routed to their cloud compute will be subject to limits as well. He positioned it as a value-add to their existing subscription but I suppose that can change.
The chatbots(ChatGPT, Claude et al) showed Apple exactly what can be done, the user base is already well primed. So this is a product definition done for them to execute. If done well they will be able to provide a much stronger integration into the day to day use cases than the chatbots, and can siphon off user time from them. This time around the end to end is easier with Apple Intelligence and more importantly llm…
> This will be first time they charge for Siri - a product that doesn’t garner any positive reviews.
It seems like revisionist history to say that; lots of people were sold on iPhones years ago because of Siri. They have one of the few business cases for voice assistants, which are notoriously difficult to actually monetize, that actually makes any sense, since "selling iPhones" is meaningful and "selling a subscription" would be nice on top of that.
This looks pretty promising to me. It will likely replace the need to set up OpenClaw for average personal users. The work of getting email, messages, and all the personal data on the phone as context seamlessly is not as straightforward as one might think. I'm curious how the pricing will work. Would it be free up to some limit and then some subscription pricing? I can't imagine it can be free unlimited usage given…
I doubt the average personal user knows what OpenClaw even is though Google is also producing competitive stuff.