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OpenAI and Apple Announce Partnership

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Re: OpenAI and Apple Announce Partnership

#31

Post by hehdhdjehehegwv »

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…

There’s a lot I don’t like about Sam Altman. There’s a lot I don’t like about OpenAI.

But goddamn they absolutely leapfrogged Google and Apple and it’s completely amazing to see these trillion dollar companies play catch-up with a start-up.

I want to see more of this. Big Tech has been holding back innovation for too long.

Re: OpenAI and Apple Announce Partnership

#32

Post by mvdtnz »

whimsicalism wrote: post #30
mvdtnz wrote: post #26

I still don't know a single person who wants this crap. I don't want "AI" in my web browser, I don't want it in my email client, I don't want it on my phone, I just don't want it. And it feels like everyone I speak to agrees! So who is this all for?

maybe you come on too strong for people who disagree to voice it personally i like it and want it, except in places where it is shoehorned

[flagged]

Re: OpenAI and Apple Announce Partnership

#33

Post by Ancapistani »

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…

My gut says that it's a stopgap solution to implement the experience they want.

I think Apple's ultimate goal is to move as much of the AI functionality as possible on-device.

Re: OpenAI and Apple Announce Partnership

#34

Post by lxgr »

ra7 wrote: post #10
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.

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.

Re: OpenAI and Apple Announce Partnership

#37

Post by jsheard »

whimsicalism wrote: post #16
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.

not for gpt4o workloads they aren't going to

Plus even if Apple is using their own chips for inferencing, they're still driving more demand for training, which Nvidia still has locked down pretty tight.

Re: OpenAI and Apple Announce Partnership

#38

Post by ra7 »

whimsicalism wrote: post #16
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.

not for gpt4o workloads they aren't going to

Which is only a subset of requests Apple devices will serve and only with explicit user permission. That’s going to shrink over time as Apple continue to advance their own models and silicon.

Re: OpenAI and Apple Announce Partnership

#39

Post by 0xWTF »

talldayo wrote: post #19
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.

Well, good luck to Apple then. Hopefully this attempt at killing Nvidia goes better than the first time they tried, or when they tried and gave-up on making OpenCL. I just don't understand how they can compete on their own merits without purpose-built silicon; the M2 Ultra doesn't shine a candle to a single GB200. Once you consider how Nvidia's offerings are networked with Mellanox and CUDA universal memory, it feels…

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.

Re: OpenAI and Apple Announce Partnership

#40

Post by myheadasplode »

mvdtnz wrote: post #26

I still don't know a single person who wants this crap. I don't want "AI" in my web browser, I don't want it in my email client, I don't want it on my phone, I just don't want it. And it feels like everyone I speak to agrees! So who is this all for?

I don't really care for AI in google search results or email. It's often wrong and not what I'm looking for. I would like a much better Siri, so hopefully that's part of what we get.
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