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Apple picks Gemini to power Siri

cnbc.com

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Re: Apple picks Gemini to power Siri

#381

Post by jhee3 »

DrewADesign wrote: post #367
blitzar wrote: post #134

Earlier quoted context omitted.

Apple might have gotten very lucky here ... the money might be in finding uses, and selling physical products rather than burning piles of cash training models that are SOTA for 5 minutes before being yet another model in a crowded field. My money is still on Apple and Google to be the winners from LLMs.

Yeah… there’s this “bro— do you even business?” vibe in the tech world right now pointed at any tech firm not burning oil tankers full of cash ( and oil , for that matter,) training a giant model. That money isn’t free — the economic consequences of burning billions to make a product that will be several steps behind, at best, are giant. There’s a very real chance these companies won’t recoup that money if their prod…

Something weird has gone wrong in the psyche of humans.

Why are we even talking about 'AI'? When I heat up food in a microwave, I dont care about the technology - I care about whether it heats up the food or not.

For some bizarre reason people keep talking about the technology (LLMs) - the consumers/buyers in the market for the most part dont give a hoot about it. They want to know how the thing fits in their life and most importantly what are the benefits.

Ive unfortunately been exposed to some Google Ads re. Gemini and let me tell you - their marketing capabilities are god awful.

Re: Apple picks Gemini to power Siri

#382

Post by mschuster91 »

Fiveplus wrote: post #42

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…

> Am I missing the elephant in the room?

Apple is flush with cash and other assets, they have always been. They most likely plan to ride out the AI boom with Google's models and buy up scraps for pennies on the dollar once the bubble pops and a bunch of the startups go bust.

It wouldn't be the first time they went for full vertical integration.

Re: Apple picks Gemini to power Siri

#383

Post by derefr »

Fiveplus wrote: post #42

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…

> 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 years of cash flow.

Why does Apple need to build its own training cluster to train a frontier model, anyway?

Why couldn't the deal we're reading about have been "Apple pays Google $200bn to lease exclusive-use timeslots on Google's AI training cluster"?

Re: Apple picks Gemini to power Siri

#384

Post by m3kw9 »

derefr wrote: post #383
Fiveplus wrote: post #42

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…

> 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 years of cash flow. Why does Apple need to build its own training cluster to train a frontier model, anyway? Why couldn't the deal we're reading about have been "Apple pays Google $200bn to lease exclusive-use timeslots on Google's AI training cluster"?

That would be more expensive in the long run and Apple is all about long game

Re: Apple picks Gemini to power Siri

#385

Post by mschuster91 »

bigyabai wrote: post #357
theshrike79 wrote: post #332

Earlier quoted context omitted.

There are second-order effects of Google or Apple removing Twitter from their stores. Guess who's the bestie of Twitter's owner? Any clues? Could that be a vindictive old man with unlimited power and no checks and balances to temper his tantrums? Of course they both WANT Twitter the fuck out of the store, but there are very very powerful people addicted to the app and what they can do with it.

That further proves my point that they are monopolies that cannot survive without protectionist intervention.

In the current US environment, no one can survive going against Trump, and as recently evidenced, this is meant literally.

The US, for all intents and purposes, is now a kleptocracy. Rule of law, freedom of speech, even court orders, all of that doesn't matter any more in practice. There will always be some way for the federal government to strong-arm anyone into submission.

Re: Apple picks Gemini to power Siri

#386

Post by m3kw9 »

Apple is buying time for another shot, right now they are in over their heads on AI and they need a fresh start. Eventually they will own the tech from bottom up, that’s the goal at least

Re: Apple picks Gemini to power Siri

#387

Post by mschuster91 »

46493168 wrote: post #377
DrewADesign wrote: post #367

Earlier quoted context omitted.

Yeah… there’s this “bro— do you even business?” vibe in the tech world right now pointed at any tech firm not burning oil tankers full of cash ( and oil , for that matter,) training a giant model. That money isn’t free — the economic consequences of burning billions to make a product that will be several steps behind, at best, are giant. There’s a very real chance these companies won’t recoup that money if their prod…

>Nobody is going to not buy an iPhone because they’re using a third-party model. You're right, and this is proven. Apple has fumbled a whole release cycle on AI and severely curbed expectations, and they still sell 200m iPhones a year and lead the market [0] [0] https://www.reuters.com/business/media-telecom/apple-leads-g...

Easy enough. Most people abhor AI and want nothing to do with it. The only ones who actually love AI (or what's being sold to them under that banner) are clueless and/or greedy executives, propagandists, and a select few legitimate AI artists doing pretty nice remixes of Star Wars, Harry Potter and the likes in a quality not seen before.

Re: Apple picks Gemini to power Siri

#388

Post by SergeAx »

Fiveplus wrote: post #42

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…

> without burning 10 years of cash flow

AAPL has approximately $35 billion of cash equivalents on hand. What other use may they have for this trove? Buy back more stocks?

Re: Apple picks Gemini to power Siri

#389

Post by intrasight »

d4rkp4ttern wrote: post #376

Forget Siri, I have a much lower bar — I’ll be happy if they just improve iOS typing corrections/completions, which often don’t make any sense given the rest of the sentence.

It's the same core issue which is basically that their software stacked sort of sucks. They should definitely wipe the slate clean when it comes to anything related to language, and that includes typing, text to speech, speech to text, agents, etc.

They have the time and the money and the customers, so I'm confident they will accomplish great things.

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