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Apple picks Gemini to power Siri

cnbc.com

341–350 of 674 posts

Re: Apple picks Gemini to power Siri

#341
I think this is a good move for Apple. It avoids tying them directly to internalised beliefs in their own AI model, it avoids all the capex around building out an AI engine and associated DC, it reduces risk, and it keeps google in a relationship under contract which google will value, and probably value enough to think hard about stupid legal games regarding Playstore and walled gardens.

Apple plainly doesn't believe in the uplift and impending AGI doom. Nor do they believe there's no value in AI services. They just think for NOW at least they can buy in better than they can own.

But based on Apples VLSI longterm vision, on their other behaviours in times past with IPR in any space, they will ultimately take ownership.

Re: Apple picks Gemini to power Siri

#342
post #63

This is a bit of a layer cake: 1. The first issue is that there is significant momentum in calling Siri bad, so even if Apple released a higher quality version it will still be labelled bad. It can enhance the user's life and make their device easier to use, but the overall press will be cherrypicked examples where it did something silly. 2. Basing Siri on Google's Gemini can help to alleviate some of that bad press,…

[deleted]

Re: Apple picks Gemini to power Siri

#343

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…

For some context with numbers, in mid-2024 Apple publicly described 3B parameter foundation models. Gemini 3 Pro is about 1T today. https://machinelearning.apple.com/research/apple-intelligenc...

That 3B model is a local model that eventually got built into macOS 26. Gemini 3 Pro is a frontier model (cloud). They're very different things.

Re: Apple picks Gemini to power Siri

#344

Earlier quoted context omitted.

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…

Maybe E2E, but the data eventually has to be decrypted to read it. Then you learn that every modern CPU has a built-in backdoor, a dedicated processor core, running a closed-source operating system, with direct access to the entire system RAM, and network access. [a][b][c][d]. You can not trust any modern hardware. https://en.wikipedia.org/wiki/Intel_Management_Engine https://en.wikipedia.org/wiki/AMD_Platform_Securi…

Some of those things are not like the others. TrustZone is not a dedicated core. It is a mode of the CPU, akin to x86's SMM

Re: Apple picks Gemini to power Siri

#345

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…

Google says: "Apple Intelligence will continue to run on Apple devices and Private Cloud Compute, while maintaining Apple's industry-leading privacy standards." So what does it take? How many actual commitments to privacy does Apple have to make before the HN crowd stops crowing about "theater"?

Apple uses user data to target ads

Re: Apple picks Gemini to power Siri

#346
post #261

This is the sad state of Apple right now. It is ridiculous that they basically had unlimited access to TSMC and achieved nothing in AI. Management is a joke.

During his tenure as CEO, Tim Cook has added $700 million per day in enterprise value to Apple. Per day! For 14 years!

I was not aware HN is now an investment discussion board. Even if you were to argue that point, what’s his incremental value comped to but-for world? I mean one where Steve Jobs is still alive and running Apple. I am sure Jobs would’ve sat on his behind milking iPhones and just let Google, Microsoft, Meta and Nvidia take the entire AI TAM. I am sure that’s the Steve Jobs we all knew.

Re: Apple picks Gemini to power Siri

#348

Earlier quoted context omitted.

> I'm oversimplifying but this effectively turns the iPhone into a dumb terminal for Google's brain, wrapped in Apple's privacy theater. Setting aside the obligatory HN dig at the end, LLMs are now commodities and the least important component of the intelligence system Apple is building. The hidden-in-plain-sight thing Apple is doing is exposing all app data as context and all app capabilities as skills . (See App I…

LLMs are now commodities and the least important component of the intelligence system Apple is building If that was even remotely true, Apple, Meta, and Amazon would have SoTA foundational models.

Why? Grain is a commodity, but I buy flour at the store rather than grow my own. The “commmodity” argument suggets that new companies should stay away from model training unless they have a cost edge.

Re: Apple picks Gemini to power Siri

#349

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…

Apple sells consumer goods first and foremost. They likely don't see a return on investment through increased device or services sales to match the hundreds of billions that these large AI companies are throwing down every year.

Re: Apple picks Gemini to power Siri

#350
I’m hopeful this means Apple will finally ship an updated (i.e. actually useful) Siri this calendar year. I have to assume they’ve been integrating Gemini into their OSes for some time now and that this is just the announcement that makes it official.
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