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Apple picks Gemini to power Siri

cnbc.com

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Re: Apple picks Gemini to power Siri

#641

Post by mr_toad »

hadlock wrote: post #169
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…

Seems like the LLM landscape is still evolving, and training your own model provides no technical benefit as you can simply buy/lease one, without the overhead of additional eng staffing/datacenter build-out. I can see a future where LLM research stalls and stagnates, at which point the ROI on building/maintaining their own commodity LLM might become tolerable. Apple has had Siri as a product/feature and they've prov…

And if you wanted to build your own data center right now there’s only so much GPU and RAM to go around, and even all the power generation and cooling manufacturers are booked solid.

Re: Apple picks Gemini to power Siri

#642

Post by mr_toad »

fnky wrote: post #486
throwaway314155 wrote: post #464

Earlier quoted context omitted.

This clarifies nothing?

Direct quote from their joint statement: "Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features, including a more personalized Siri coming this year." Source: https://blog.google/company-news/inside-google/company-annou...

‘Based on’ implies an LoRA or some fine tuning.

Re: Apple picks Gemini to power Siri

#643

Post by HumblyTossed »

bmitc wrote: post #619
stickmunch wrote: post #566

Earlier quoted context omitted.

Tablets; Soldering SSD's and ram to the motherboard. Microsoft had tablets for a decade before the iPad came out. You rarely ever saw them in the wild. In fact, you still rarely see a Surface tablet. At least, I don't.

> Soldering SSD's and ram to the motherboard Oh yeah, that's been awesome for the consumer.

Consumer wasn't mentioned.

Re: Apple picks Gemini to power Siri

#644

Post by rchaud »

alexkundera wrote: post #499
teekert wrote: post #471

Earlier quoted context omitted.

Yes but they also haven’t generated spicy deep fakes and talked kids into suicide with their products. It’s just how Apple does things: They still have no folding phone, under-screen finger print scanner, under-screen front-cam, etc.

Apple is always behind on industry trends, but when they adopt them eventually, they become mainstream and cool. This is what will happen with the folding phones this year, if rumors are true.

Folding phones have been around for half a decade and sold tens of millions of units. Same with VR.

Apple is in the value extraction business these days: their devices are conduits for advertising Apple services. The Vision Pro flopped because they wanted to charge and arm and a leg for a platform that was actively hostile to developers. It's not 2008 anymore.

Re: Apple picks Gemini to power Siri

#645

Post by rchaud »

trelane wrote: post #574
stickmunch wrote: post #566

Earlier quoted context omitted.

Tablets; Soldering SSD's and ram to the motherboard. Microsoft had tablets for a decade before the iPad came out. You rarely ever saw them in the wild. In fact, you still rarely see a Surface tablet. At least, I don't.

Indeed, "iPad" is almost a generic term for "tablet," especially for kids.

Who's buying those Samsung and Walmart ONN tablets by the truckload then? Tablets for kids are the equivalent of portable DVD players in the 2000s - a commodified device to play Netflix and Youtube on. There is no point in paying an Apple premium for something that's likely to be easily broken and need replacing.

Re: Apple picks Gemini to power Siri

#646

Post by niutech »

jonwinstanley wrote: post #598
Workaccount2 wrote: post #58

If nothing else, this was likely driven by Google being the most stable of the AI labs. Gemini is objectively a good model (whether it's #1 or #5 in ranking aside) so Apple can confidently deliver a good (enough) product. Also for Apple, they know their provider has ridiculously deep pockets, a good understanding and infrastructure in place for large enterprises, and a fairly diversified revenue stream. Going with An…

With Anthropic or OpenAI they would have had to pay for it, but Google already pay them $20bn+ per year to be the default search engine - so they just knock $1bn off Google's bill for Gemini

What's the difference if Apple gets $20B from Google and spends $1B to another company or just gets $19B from Google and doesn't spend nothing?

Re: Apple picks Gemini to power Siri

#647

Post by bmitc »

al_borland wrote: post #572
bmitc wrote: post #507

Earlier quoted context omitted.

> but when they adopt them eventually, they become mainstream and cool When was this part last true?

“Cool” is subjective, so you can use that to dismiss any example, but you know exactly what is being referenced.

> “Cool” is subjective, so you can use that to dismiss any example

You can't use cool to argue against me. It was in the comment I replied to.

> but you know exactly what is being referenced

No, I don't, which is why I asked. Mind explaining instead of being coy?

Re: Apple picks Gemini to power Siri

#649

Post by adastra22 »

kuon wrote: post #607
adastra22 wrote: post #556

Earlier quoted context omitted.

Same… I love MagSafe and would prefer to use it. I’m always worried about yanking the computer with the USB-C charger in and breaking the cable or the port. But I have a bunch of USB-C stuff and so when I go to charge my laptop it’s just easier to find that cable and use it.

There are many magnetic USB C plugs. I am not sure if they are standard compliant but they work fine.

I might as well just use the official magsafe power cable that came with my macbook if I were to do that. The point was more convenience. I have a USB-C charger at my desk, at my bed, at the couch, etc. Anywhere I am I can just plug in without fiddling with other cables (or connectors). Ultimately I'm lazy and just want to simplify my cable management :)

Re: Apple picks Gemini to power Siri

#650

Post by aurareturn »

elzbardico wrote: post #615
aurareturn wrote: post #597

Earlier quoted context omitted.

Normal software has way less moat than SOTA labs. SOTA AI models can have different architectures, vastly different compute in training, different ways of inferencing, different input data, different RL, and different systems around the model. Not to mention the significant personal user data that OpenAI is collecting. Saying SOTA AI models are like sugar is insane.

What matter are the results. I'd say that Chinese companies are probably getting a better ROI from their projects using models a few months behind western models, because any deficiency in the models is surpassed by better engineering and better market fit of what they are building over those agents.

Chinese companies like Alibaba just came out and said they're falling farther behind from American companies due to lack of compute.

Compute is a moat.

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