311–320 of 1001 posts
Can someone explain why the AAPL share drops 1% during the event. Did the market expect more? If so, what?
Apple has largely maxed-out on iPhone market share, so investors probably want to see things more like subscription services than can bring in $XX billions new revenue per quarter.
Have to say, I was thoroughly impressed by what Apple showed today with all this Personal AI stuff. And it proves that the real power of consumer AI will be in the hands of the platform owners where you have most of your digital life in already (Apple or Google for messaging, mail, photos, apps; Microsoft for work and/or life). The way Siri can now perform actions based on context from emails and messages like settin…
> the platform owners where you have most of your digital life Yup! The hardest part of operationalizing GenAI has been, for me, dragging the "ring" of my context under the light cast by "streetlamp" of the model. Just writing this analogy out makes me think I might be putting the cart before the horse.
Apple products tend to feel thoughtful. It might not be a thought you agree with, but it's there.
With other companies I feel like im starving, and all they are serving is their version of grule... Here is your helping be sure to eat all of it.
I am deeply disturbed they decided to go off-device for these services to work. This is a terrible precedent, seemingly inconsistent with their previous philosophies and likely a pressured decision. I don't care if they put the word "private" in there or have an endless amount of "expert" audits. What a shame.
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What do you mean into hands of platform owners? The point of having an Apple device is that you can run stuff on your device. The user is in control, not any platforms.
Apple owns the software platform. Can I run my non-Apple Intelligence software on the data in "my" iPhone?
They did a lot of work for this release, and the number of integrations is beyond what I expected. In a few years time you might not need to hold your phone at all and just get everything done with voice - kind of cool, actually. Auto transcripts for calls (with permission) is another feature I really liked. I was a little surprised to see/hear no mention of inaccuracies, but for ChatGPT they did show the "Check for…
So far the only reasonable place I can think of where I could find myself actually using voice to control anything is on the toilet. that's it
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I mean how they'll monetise it?
% share with OpenAI? Plus I’d now consider buying the new iPhone and wasn’t planning on a specific update from a 13 given the hardware is still fine
Have to say, I was thoroughly impressed by what Apple showed today with all this Personal AI stuff. And it proves that the real power of consumer AI will be in the hands of the platform owners where you have most of your digital life in already (Apple or Google for messaging, mail, photos, apps; Microsoft for work and/or life). The way Siri can now perform actions based on context from emails and messages like settin…
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I think the percentage of iPhone users for who this would matter is very small. It's similar to how many people care about using a different browser than Safari on iOS (or Chrome on Google): in the US at least, those two browsers have ~95% market share.
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"It will automatically find a picture of your drivers license, read the number and add it to your text" This is scary stuff that should not be happening on anything that is closed-source and unaudited publicly. The pervasiveness of surveillance it enables is astounding.
How is it any more dangerous than having a picture of your ID on your phone? It uses a local model for finding and extracting data, and confirms before autofill. Should we start auditing wallets next? People's driver licenses are sitting insecure and unencrypted in their pockets! Anyone could grab it! Security is important, but being alarmist toward thoughtful progress hurts everyone.
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The problem is they don't explicitly define when 1 can pass to 2 and whether we can fully and categorically disable it. As far as I know, 1 can pass to 2 when governments ask for some personal data or when Apple's ad model needs some intimate details for personalization.
The information provided for level two is end to end encrypted and not stored so the risk level is pretty low here.