00:00And so here's Apple, one of our most important tech companies, and they're like, we can't do it.
00:05We can't do this part of it.
00:07One of the interesting things about Apple using Gemini is it removes one point of differentiation from Android.
00:13Yes.
00:13It's the same AI on both.
00:15And so I'm sure Apple will be looking into, okay, so what can we do to differentiate to do a
00:23better job with that?
00:23And one of the things is Apple has this more creative developer ecosystem than you get on Android.
00:31This was almost more dramatic than I expected because it really, the way Apple did this was so weird.
00:36There's just some statements.
00:37There's no press release.
00:39I mean, this is probably a multi-billion dollar agreement, but we don't have a blog post from either one.
00:45We just have this statement about Apple's going to use for their foundation models, Gemini's models inside of it to
00:54power the personalized Siri.
00:55And this was the crux.
00:57This was the thing that Apple promised.
00:59The most exciting part of all of Apple intelligence was a Siri that could really understand the you of your
01:08phone.
01:09When I spoke to Apple last year in June, it was like, yeah, we got it wrong, but we have
01:15better models now, V2 models.
01:17We're going to get it right, and it'll be early next year, which is basically what we're expecting.
01:24Now, I'm guessing that they've been talking to Google the whole time.
01:29They probably were also talking to OpenAI because that's their other partner.
01:33In fact, the two AIs live on your iPhone right now.
01:37And so here's Apple, one of our most important tech companies, and they're like, we can't do it.
01:43We can't do this part of it.
01:45That is honestly shocking to me.
01:48There are so many questions.
01:49Which models?
01:51What level of Gemini are we getting?
01:54They're going to use some of Google's cloud services, Gemini cloud services.
01:57So what does that do for privacy?
01:59Now, they're promising that the private compute cloud or private cloud compute is still going to be in place.
02:05But that seems almost at odds with working directly with Google in this manner.
02:11A thousand and one questions.
02:13Do you have any questions?
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