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Apple picks Gemini to power Siri

cnbc.com

151–160 of 674 posts

Re: Apple picks Gemini to power Siri

#151

Earlier quoted context omitted.

best inference silicon in the world generally or specialized to smaller models/edge?

Not even an Apple fan, but from what I've been testing with for my dev use case (only up to 14b) it absolutely rocks for general models.

That I can absolutely believe but the big competition is in enterprise gpt-5-size models.

Re: Apple picks Gemini to power Siri

#152
post #121

Earlier quoted context omitted.

Gatekeeping - nobody else can be the default voice assistant or power Siri, so where does this leave eg OpenAI? The reason this is important is their DOJ antitrust case, about to start trial, has made this kind of conduct a cornerstone of their allegations that Apple is a monopoly. It also lends credence to the DOJ's allegation that Apple is insulated from competition - the result of failing to produce their own winn…

So because Apple chose not to spend money to develop it's own AI, it must be punished for then choosing to use another companies model? And the reason that this is an issue is because both companies are large? This feels a little squishy... At what size of each company does this stop being an antitrust issue? It always just feels like a vibe check, people cite market cap or marketshare numbers but there's no hard cri…

> So because Apple chose not to spend money to develop it's own AI, it must be punished for then choosing to use another companies model? And the reason that this is an issue is because both companies are large?

No they were already being sued for antitrust violations, it just mirrors what they are accused of doing to exploit their platform.

https://storage.courtlistener.com/recap/gov.uscourts.njd.544...

Re: Apple picks Gemini to power Siri

#153

The writing was on the wall the moment Apple stopped trying to buy their way into the server-side training game like what three years ago? Apple has the best edge inference silicon in the world (neural engine), but they have effectively zero presence in a training datacenter. They simply do not have the TPU pods or the H100 clusters to train a frontier model like Gemini 2.5 or 3.0 from scratch without burning 10 year…

10 years worth of cash? So all these Chinese labs that came out and did it for less than $1 billion must have 3 heads per developer, right?

Re: Apple picks Gemini to power Siri

#154

If nothing else, this was likely driven by Google being the most stable of the AI labs. Gemini is objectively a good model (whether it's #1 or #5 in ranking aside) so Apple can confidently deliver a good (enough) product. Also for Apple, they know their provider has ridiculously deep pockets, a good understanding and infrastructure in place for large enterprises, and a fairly diversified revenue stream. Going with An…

Yup, Anthropic has constant performance problems (not enough GPU), OpenAI is too messy with their politics and Altman.

Re: Apple picks Gemini to power Siri

#155
post #52

The writing was on the wall the moment Apple stopped trying to buy their way into the server-side training game like what three years ago? Apple has the best edge inference silicon in the world (neural engine), but they have effectively zero presence in a training datacenter. They simply do not have the TPU pods or the H100 clusters to train a frontier model like Gemini 2.5 or 3.0 from scratch without burning 10 year…

Could you elaborate a bit on why you've judged it as privacy theatre? I'm skeptical but uninformed, and I believe Mullvad are taking a similar approach.

They transitioned from “nobody can read your data, not even Apple” to “Apple cannot read your data.” Think about what that change means. And even that is not always true.

They also were deceptive about iCloud encryption where they claimed that nobody but you can read your iCloud data. But then it came out after all their fanfare that if you do iCloud backups Apple CAN read your data. But they aren’t in a hurry to retract the lie they promoted.

Also if someone in another country messages you, if that country’s laws require that Apple provide the name, email, phone number, and content of the local users, guess what. Since they messaged you, now not only their name and information, but also your name and private information and message content is shared with that country’s government as well. By Apple. Do they tell you? No. Even if your own country respects privacy. Does Apple have a help article explaining this? No.

Re: Apple picks Gemini to power Siri

#156
post #76

Earlier quoted context omitted.

It’ll be interesting to see how it plays out. The question is, what’s the moat? If all they have is scaling to drive better model performance, then the winner is just whoever has the lowest cost of capital.

This isn’t a mystery - it’s Google

Yea, I think that’s probably right, unless something unexpected changes the game.

Re: Apple picks Gemini to power Siri

#157
post #87
post #13

Why they are constantly so bad at AI but so good at everything else?

There's no reason to think that Apple would have any more skill at making a frontier AI model as they do at making airplanes or growing soybeans. Not much overlap between consumer electronics design and expertise, data, training, and datacenters needed for AI.

I feel like this ignores how big of a part the software is for those "consumer electronics" Apple is so good at making.

Apple definitely has software expertise, maybe it's not as specialized into AI as it is about optimizing video or music editors, but to suggest they'd be at the same starting point as an agriculture endeavor feels dishonest.

Re: Apple picks Gemini to power Siri

#158
Can someone explain to me how this was allowed to happen? Wasn't Siri supposed to be the leading AI agent not ten years ago? How was there such a large disconnect at Apple between what Siri could do and what "real" AI was soon to be capable of?

Was this just a massive oversight at Apple? Were there not AI researchers at Apple sounding the alarm that they were way off with their technology and its capabilities? Wouldn't there be talk within the industry that this form of AI assistant would soon be looked at as useless?

Am I missing something?

Re: Apple picks Gemini to power Siri

#159

If nothing else, this was likely driven by Google being the most stable of the AI labs. Gemini is objectively a good model (whether it's #1 or #5 in ranking aside) so Apple can confidently deliver a good (enough) product. Also for Apple, they know their provider has ridiculously deep pockets, a good understanding and infrastructure in place for large enterprises, and a fairly diversified revenue stream. Going with An…

> Gemini is objectively a good model (whether it's #1 or #5 in ranking aside) so Apple can confidently deliver a good (enough) product

Definitely. At at this point, Apple just needs to get anything out the door. It was nearly two years ago they sold a phone with features that still haven't shipped and the promise that Apple Intelligence would come in two months.

Re: Apple picks Gemini to power Siri

#160

Earlier quoted context omitted.

The gov’t can force them to reveal any user’s data and slap them with a gag order so no one will ever know this happened.

All user data is E2E encrypted, so the government literally cannot force this. This has been the source of numerous disputes [0, 1] that either result in the device itself being cracked [0] (due to weak passwords or vulnerabilities in device-level protection) or governments attempting to ban E2E encryption altogether [1]. [0] https://en.wikipedia.org/wiki/Apple%E2%80%93FBI_encryption_d... [1] https://en.wikipedia.org…

E2E encrypted is nothing if key escrow is happening.

Why did they change their wording from:

Nobody can read your data, not even Apple

to:

Apple cannot read your data.

You know why.

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