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00:00Is it trying to be agnostic here in some way?
00:03In some way, it's trying to be agnostic, but what it's really trying to do is understand where it's at
00:08in artificial intelligence.
00:10And if you look at Siri, you look at the Apple intelligence capabilities, they're nowhere up to par what you're
00:15seeing on Android,
00:17what you're seeing from competing devices, what you're seeing from ChatGPT, Claude, you name it.
00:21So they recognize that.
00:23So the name of the game is making the default offerings, right, Siri, Apple intelligence, competent and good enough, right?
00:31In the same way that the built-in apps on an iPhone are competent and good enough.
00:35But then you have an app store where you can outfit your iPhone with a bunch of apps that many
00:39people consider superior.
00:41But you're still using an iPhone and you're still driving services revenue to Apple and obviously the hardware revenue because
00:46you're buying their product.
00:47And so in the same way, they want to make the AI stuff good enough, but also offer customers the
00:53ability to put their own choice of AI models on top of features or to power certain features.
00:59So you're still using an iPhone and maybe you're even making them more money by subscribing to different AI services
01:04like ChatGPT or Gemini on their platform, which they'll get a cut of through the app store.
01:09So at the moment, Mark, you can interact with ChatGPT.
01:12That sort of got the first in with Apple across some of its functionality.
01:16But when it comes to Siri, we understand that it's alphabets technology that they're sort of turning towards.
01:21Where are we going to see and feel it differently?
01:24So there's a couple of things going on here, right?
01:26So Apple intelligence, when it first launched in 2024, Siri, that was based on Apple models, but there was what's
01:33called an extension to be able to tap into ChatGPT.
01:36Now Apple's rebuilding Siri, so it's in-house Siri, using Google Gemini models.
01:42But that doesn't have Google Gemini functionality.
01:44It's basically like they hired the engineers from Google to fix Siri because, you know, obviously they're doing a better
01:51job building their models.
01:53But now, in addition to ChatGPT, you'll be able to tap into outside AI services, Gemini being one, Claude being
02:00another, and we'll see if they end up allowing Meta, Alexa, and you name it.
02:05In terms of when this is all coming, so they'll introduce these new features, as well as the revamped Siri,
02:10in June on the 8th at WWDC.
02:13And they'll roll it out in September.
02:15And I think if it rolls out any later than that, another disaster on their hands.
02:20But I think this is going to happen this time.
02:22Is this going to be enough?
02:23Is this Apple being, in the longer term, making the decision that they are just going to outsource this?
02:30Well, let's start with the short term.
02:32In the short term, if you're a customer, you really can't ask for more other than to have access and
02:38have optionality to have anything, right?
02:40As Gemini improves, as Claude improves, ChatGPT improves, you're going to get the best stuff on an iPhone.
02:47So from a customer standpoint, that's great.
02:49From a long-term standpoint, I still think that Apple needs to get improved models.
02:55They need to be on the frontier of things when it comes to AI because they have all sorts of
02:59hardware plans in the future.
03:00And if you're a hardware company like Apple, you don't want to be reliant on third parties to power the
03:05underlying AI powering those products.
03:08So in the short term, they're going to be great.
03:11In the long term, they need to get things moving in a far better, more competitive direction.
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