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Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

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Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#71

This is tangential, but I have been wondering: is there anything to prevent Apple from reading both sides of the exchanges between the user and OpenAI, and training its own models based on that data?

Yeah, 70% of their entire announcement was around the privacy controls.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#72
post #11

Earlier quoted context omitted.

Satya Nadella subsidizing Apple AI. Did not see that one coming....

Microsoft and Apple have had a great relationship for decades. And Satya would love nothing more than to drive Apple and Google apart.

They are getting the data through their wires. That's why Apple make so much effort about anonymization - it's not guarantied by contract. best free RHLF OpenAI can get my 2c.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#73
post #60

GoldmanSachs regrets making a deal with Apple. Hopefully, OpenAI's is different. https://thehill.com/business/4332380-apple-to-end-goldman-sa...

Goldman has killed off almost all of their consumer facing deals though, not just their apple contract

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#74

Earlier quoted context omitted.

I'm pretty sure there is an option to ask ChatGPT to do inferencing for Email, etc. If I'm a paid ChatGPT user, I'd definitely choose GPT4 over Apple's models.

There isn't anything like that currently - The integration that's been announced/shown is more like the current fallback in Siri of "Would you like me to Google that for you?"

No, there is - from official Apple Intelligence announcement:

> With ChatGPT from OpenAI integrated into Siri and Writing Tools, you get even more expertise when it might be helpful for you — no need to jump between tools. Siri can tap into ChatGPT for certain requests, including questions about photos or documents. And with Compose in Writing Tools, you can create and illustrate original content from scratch.

https://www.apple.com/apple-intelligence/

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#76

I wonder if VCs will be the ones left holding the bag at the end of this AI cycle. You have hyperscalers "investing" in AI startups with compute credits, Nvidia "investing" in AI startups (who spend most of it on buying/renting their GPUs) and now this Apple deal.

They are actually making money on their long NVDA position (which is the real game), and channeling VC investments into semi capex.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#77
post #34

From the article, it sounds like Apple aims to create an "AI App Store", where the users can choose the AI Supplier thmeselves instead of only beeing locked in to "Apple Intelligence". I think its a smart move to build an AI platform instead of beeing an AI supplier by themselves.

In a few years there will be tens of thousand of ai vendors just like there are apps/games ?

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#78

I wrote in "Apple Strategy in a Nutshell"[1] that this deal is awful for OpenAI. Not getting paid obviously makes it worse for them, and more favorable for Apple. [1] https://nextword.substack.com/p/apples-ai-strategy-in-a-nuts...

I think that what OpenAI is getting in return is their brand name being featured prominently in one of the top selling smartphone brands in the world.

The other wildcard here is that OpenAI will likely exit in some way, most likely by acquisition. Who knows, maybe Apple would buy them.

If I were to defend OpenAI's decision to work with Apple, I would say that Apple's ability to do gap analysis won't necessarily help them catch up with OpenAI's capabilities. If this was the case, Apple would have figured out how to make a better modem than Qualcomm by now.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#79

Earlier quoted context omitted.

Do they actually hold more information, though? If it’s handled on-device, Apple never knows about it. If it’s sent to something other than ChatGPT, Apple can’t even read it. This seems like a pretty level field for anybody who wants to step in.

That's the misleading part of all of Apple's statements about privacy. Apple only ever talks about your "personal data", they let the audience conclude what that means. A picture is personal data. Information about the content of that picture anonymized in a way that the user/subject cannot be identified, is not personal data anymore. A profile generated from all your usage-habits combined is not "personal data" anym…

Ok so let’s play it out. I look at a picture of a cat, and Apple receives a completely anonymized log saying someone somewhere looked at a picture of a cat. This log has no information about me and cannot be tied back to me. Am I supposed to be concerned this is an affront to my privacy?

People want big data tech, most people think this is fine and not a privacy invasion. Apple’s approach to privacy is leagues better than e.g. Meta or Google. If you want no record, no accounts, no logs for anything ever, don’t buy a smartphone.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#80

Earlier quoted context omitted.

I'm pretty sure there is an option to ask ChatGPT to do inferencing for Email, etc. If I'm a paid ChatGPT user, I'd definitely choose GPT4 over Apple's models.

There isn't anything like that currently - The integration that's been announced/shown is more like the current fallback in Siri of "Would you like me to Google that for you?"

I watched WWDC and clearly, GPT4 is an option for inferencing email/text at the OS level. It's not just Siri fallback.
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