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OpenAI and Apple Announce Partnership

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Re: OpenAI and Apple Announce Partnership

#161

Post by swatcoder »

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.

Apple's put ChatGPT integration on the very edge of Apple Intelligence. It's a win for OpenAI to have secured that opportunity, and Nvidia wins by extension (as long as OpenAI continues to rely on them themselves), but the vast majority of what Apple announced today appears to run entirely on Apple Silicon.

It's not especially big news for Nvidia at all.

Re: OpenAI and Apple Announce Partnership

#162

Post by dereg »

MR4D wrote: post #95
dereg wrote: post #7

Earlier quoted context omitted.

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

Why do you think that? You seem to be positioning this as a Ford vs Chevy duel, when (to me at least) the comparison should be to Ford vs Exxon. Nvidia is an infrastructure company. And a darned good one. Apple is a user facing company and has outsourced infrastructure for decades (AWS & Azure being two of the well known ones).

Apple outsourced chips to IBM (PowerPC) for a long time and floundered all the while. They went into the game themselves w/ the PA Semi acquisition and now they have Apple Silicon to show for it.

Re: OpenAI and Apple Announce Partnership

#163

Post by baq »

riquito wrote: post #107
0xWTF wrote: post #39

Earlier quoted context omitted.

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

cuda is x86. the only way from 100% market share is down.

…though it took two solid decades to even make a dent in x86.

Re: OpenAI and Apple Announce Partnership

#164

Post by okdood64 »

zug_zug wrote: post #54

This sounds like exactly what I wanted. There have been a number of times I've been in the car and wanting to ask Siri something it couldn't handle has been a lot e.g. "What state am I in, and how far am I to the border to the state I'm going to cross next, and can I pump my own gas on each state I'm driving through?" Though a bit of that is premised on whether it could extract information from google maps.

Carplay Siri functionality is currently neutered. A lot of times it won't answer more complex questions that would otherwise be answered without Carplay.

Re: OpenAI and Apple Announce Partnership

#165

Post by Dunedan »

lxgr wrote: post #34
ra7 wrote: post #10

Earlier quoted context omitted.

Didn’t Apple say they’re using their own hardware for serving some of the AI workloads? They dubbed it ‘Private Cloud Compute’. Not sure how much of a vote of confidence it is for Nvidia.

They're even explicitly saying: > These models run on servers powered by Apple silicon [...] That doesn't mean that there are no Nvidia GPUs in these servers, of course.

That quote is about their own LLMs, not about the use of ChatGPT.

Re: OpenAI and Apple Announce Partnership

#166

Post by RedComet »

karaterobot wrote: post #66

> Privacy protections are built in when accessing ChatGPT within Siri and Writing Tools—requests are not stored by OpenAI, and users’ IP addresses are obscured. Does anybody believe Apple will not be able to know who sent a given request, and that OpenAI won't be able to use the data in the request for more or less anything they want? I read statements like this and just flat-out don't believe them anymore.

"Obscured" sounds weak and deliberately vague on their part.

Re: OpenAI and Apple Announce Partnership

#167

Post by lxgr »

Dunedan wrote: post #165
lxgr wrote: post #34

Earlier quoted context omitted.

They're even explicitly saying: > These models run on servers powered by Apple silicon [...] That doesn't mean that there are no Nvidia GPUs in these servers, of course.

That quote is about their own LLMs, not about the use of ChatGPT.

Yes, but GP was talking about the AI workloads Apple will be running on their own servers (which are indeed distinct from those explicitly labeled as ChatGPT).

Re: OpenAI and Apple Announce Partnership

#168

Post by noahtallen »

philsnow wrote: post #153
Workaccount2 wrote: post #93

Earlier quoted context omitted.

Apple is in the position where it caters primarily to the tech ignorant, so coming out an explaining that Apple LLM is a bit worse (read: far worse) than the cool LLM's on the internet because they are privacy conscious is a non-starter. Local LLM's on regular local hardware (i.e. no $500+ dedicated GPUs) is way far behind SoTA models right now. Apple is not gonna be in a position where you can practically real-time…

(I haven’t watched the video yet) I completely agree about the market positioning and not keeping up with other platforms’ abilities being a non-starter. I just hope it will be clear how to keep my external brain (phone) from being scanned by OpenAI. (I don’t want it to seem like I’m just a hater of either Apple or OpenAI; I’m a more-recent adopter of Apple tech and I’m not looking back, and I have an OpenAI subscrip…

> I just hope it will be clear how to keep my external brain (phone) from being scanned by OpenAI.

It's very clear, the keynote demonstrates that Siri passing a prompt to chatGPT is completely opt-in and only happens when Siri thinks the prompt needs the more generative/creative model that OpenAI provides.

Re: OpenAI and Apple Announce Partnership

#169

Post by toomuchtodo »

noahtallen wrote: post #132
wmf wrote: post #105

Earlier quoted context omitted.

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

The parent is partially right, the keynote mentioned that OpenAI agreed to not track Apple user requests.

I would like to see that codified in a binding agreement regulators can surface in discovery if needed. Trust but verify.

Re: OpenAI and Apple Announce Partnership

#170

Post by blueelephanttea »

kovezd wrote: post #102
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.

If Apple were paying to use Google the partnership would not still exist today.
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