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Apple's accidental moat: How the "AI Loser" may end up winning

adlrocha.substack.com

231–240 of 402 posts

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#231
post #19

Earlier quoted context omitted.

I think a lot of people are not hype about AI in their toaster, but... I don't think people are generally turned off form deeper integration in their OS itself. Especially when for some people this is representing ideas similar to how programmer-types get excited about Shortcuts. Decently accessible automation and discovery, without having to go figure out a bunch of stuff

People like features, benefits, and outcomes. AI isn't a feature, it's a technology that can enable features. But it's being marketed as the only thing that matters. The user does not give two shits if the new laptop "has AI". This is how Apple has been killing it lately, they market the macbooks being powerful, cheap, with long batteries, and a premium feel. Things the user cares about. Most of the stuff marketers a…

Nailed it.

I reckon most humans never learn the valuable lessons of the past.

As you put it - nobody cares about the technology in and of itself. They care about “ok cool what’s in it for me?”. That’s what determines their decision to purchase/use a thing.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#232
post #27

Earlier quoted context omitted.

Quietly they are doing things on-device. The OCR + copy/paste is genuine goodness - modestly functional.

That's also literally years behind the competition. https://www.androidpolice.com/2018/05/09/android-ps-new-rece...

LOL at the risk of sounding like a shill, I think Apple was right on time with these features. They added it after on-device CPU/neural engine was finally powerful and efficient enough. These features arrived at once on macs, iphones and ipads, and they arrived at the same time on your friends' devices.

IMO Android suffers from not controlling it's hardware. I can't ever be sure if the hyped new feature will come to my phone because I'm not using a Pixel or a Samsung.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#235
post #95
post #85

Earlier quoted context omitted.

> it’s not great at using all tools Glad it wasnt just me - i was impressed with the quality of Gemma4 - it just couldnt write the changes to file 9/10 times when using it with opencode

https://huggingface.co/google/gemma-4-31B-it/commit/e51e7dcd... There was an update to tool calling 3 days ago. I haven't tested it myself but hope it helps.

Wow, that is so much better! I didnt exactly test it extensively but my issues are gone.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#236
post #90

Earlier quoted context omitted.

What’s better than AirPods and AirTags? I want them

The parent poster is saying (and I agree) that Airpods and Airtags are only superior because Apple anti-competitively privileges their integration with iPhones. It's not that they are better at the hardware level by itself. And since iPhones form the largest single company's device network in the rich countries, that is a pretty big advantage.

Surely it's less of an advantage in rich countries because naturally less theft occurs?

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#237
post #18
post #12

I've had it turned off since Sequoia, and this I truly appreciate. It hasn't nagged me once to turn it or Siri on, and it isn't mandatory. When I open up JIRA or Slack I am always greeted with multiple new dialogues pointing at some new AI bullshit, in comparison. We hates it precious

I don't like companies forcing their newest features on me noisily and constantly trying to ship new features and see what sticks so you can't trust whether a feature advertised one week will even be there the next. However, I have even less patience for companies forcing paid-for third-party ads down my throat on a paid product. Slack at least doesn't sell my eyeballs. Facebook, Twitter, Google's ads are worse to me…

I agree. App store is really horrible. Why is it that when I'm searching for a first party or a very very popular, the first result and many of the other results are weird scammy malware like things? I don't particularly care about the stupid homepage ads tho, I think thats just because I have "personalize app store recommendations" turned off.

Search inside Settings (both mac and ios) was also really really stupid for a long while. Why are you taking me to some random accessibility toggle when I'm looking for "displays" ? But I checked right now and it's good.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#238

Apple aren’t in the business of building chatbots to impress investors (other than some WWDC2024 vaporware they’d rather not talk about any more). They’re in the business of consumer hardware. Consumers want iPhones and (if Apple are right) some form of AR glasses in the next decade. That’s their focus. There’s a huge amount of machine learning and inference that’s required to get those to work. But it’s under the ho…

> (if Apple are right) some form of AR glasses in the next decade.

Pretty sure this is just a hedge or simple research project and not a main bet.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#239

Earlier quoted context omitted.

The simple fact is that a 16 GB RAM stick costs much less than the development time to make the app run on less.

One stick does. How about all the sticks needed for all the people who want to run the software?

Still cheaper, since it amortizes over all the software.

Re: Apple's accidental moat: How the "AI Loser" may end up winning

#240

Earlier quoted context omitted.

They're talking about free inference like Android and Google Home devices. No one is paying subscription fees for these and they're running their inference in the cloud. Apple Intelligence, for the most part, is running on the device.

Isn't some of Gemini's functionality on Android on-device?

Yes it is
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