00:00I'd love to hear first off your reaction to what you heard today, because we spoke to you back at
00:05the end of January. You said that, you know, perhaps there's been some mid steps along the
00:09way when it comes to execution in making Siri a bigger part of your life. You fast forward to
00:15where we are in early June. Do you think that this update goes far enough? Yeah, I think it's
00:22a great first step in sort of the Siri renaissance. So there's a lot there. It's hard to for people
00:28to comprehend on such a quick presentation, everything that this use of context brings,
00:36visual intelligence, and the fact that it very likely, you know, worked very well. And, you
00:43know, that's a difficult thing to convince people of with such a short thing. But I think once they
00:48start using it, I think you'll see the power of what Apple brings and what context brings.
00:53Well, talk to us a little bit about that. You know, what you heard today that you're most
00:57optimistic about? And, you know, you mentioned the power that Apple brings in the tool that they have
01:03in Siri, the potential avenues there. I mean, what do you think that Apple brings that can help
01:09differentiate Siri for what I'm sure are going to be a lot of competitors coming on the scene?
01:15Well, the thing that they focused on, which I totally agree with, that consumers are going to care
01:22about is the privacy, the security of knowing that you have an assistant that can know everything
01:28about you and is in a very secure, you know, starting space. And then once you have that data,
01:35that context allows you to do a lot of things that are uniquely Apple. So, you know, the fact that
01:41it
01:42knows about your relationships, it's got, you know, real time health data. So you can, Siri can turn
01:48into your, you know, health advisor, your fitness instructor. There's a lot of use cases in there
01:54that haven't fully been grokked by the wider sort of, you know, population here that are going to
02:01matter a lot. I am curious, though, Doug, about just that kind of the overall utility of this. And
02:06they really seem to want to highlight this idea that this isn't kind of the play thing or the toy,
02:10that this is sort of, you know, the true assistant in your pocket, if you will. But there are a
02:15lot of
02:16us already using either third-party apps or even using, you know, Claude or something like that
02:21itself to do a lot of the things that they showed off today. So I do wonder just about the
02:26competitive
02:27landscape that they're sort of trying to push this into relative to what was basically no competitive
02:32landscape more or less, you know, 10 years or so ago when this thing came out.
02:37So I think you'll have a lot of people trying to compare the two, but I think once you start
02:41using
02:41it, you'll recognize the difference pretty quickly. You know, GPT or where Claude doesn't know
02:49what the intensity of your workout was, how well you slept last night, you know, the relationships
02:56that you have across, you know, different avenues of your life. Once you combine all of those things,
03:04that unlocks a lot of things that I think aren't, you know, naturally obvious to, you know,
03:10on first blush. So yes, you can always open up ChatGPT the way you always have been. But,
03:18you know, I think Siri is going to take a large percentage of the share of how people use it
03:23today
03:23as consumers. With regards to the actual usage and more importantly, the idea of what the potential
03:29cost can be, they talked a lot about first, of course, obviously relying on, you know, private cloud
03:34servers or private cloud compute, I think was the language that they use. But they also said,
03:38look, there's, there'll probably be some sort of a data cap, if you will, which I'm assuming you can
03:43probably buy out of. But it gets to this idea of the utility relative to the cost. Do you think
03:48they're going to find a way to, I guess, strike that balance for the consumer?
03:52Yeah, I think 80 to 90% of every query that you're going to use as a consumer, you'll be
03:59able to run on
04:00an on device model, which means you have a essentially a data center in your pocket with free tokens. So
04:09yeah, I think that's going to be pretty disruptive to, you know, any frontier company who wants to charge,
04:15you know, for large data centers when essentially you've got a billion data centers running around in
04:22people's pockets. Are the current chips and more importantly, also the battery that we have in these
04:26devices, are they going to be capable of handling that additional load?
04:31Yeah, I just read an article about how they've almost gotten to the point with the existing chips
04:37that are shipping now, where they can run the entire thing locally. So that that's literally zero
04:44token cost. And, you know, things only get better from here.
04:48And I want to go back to what you're saying about, you know, some of these frontier models,
04:53when you think about a world where, you know, maybe there's there's more interconnectivity between
04:58all these apps, you know, you don't have so many individual islands that, you know, you could
05:02imagine a world where this sort of threatens that frontier consumer business model. Talk to us a
05:08little bit more about that. And, you know, over what potential timeline you could see that playing
05:14out? Because certainly that's that's a different world than the one that we're currently living in
05:18when it comes to consumer AI. Yeah, so I believe that that is Apple's secret weapon here, is that
05:25today apps are islands, right? They're islands of functionality, you open each one, and but they
05:31don't work together. And Apple has an opportunity to use the power of, you know, the largest app store
05:38in the world, and the entire economy that that creates, to actually build bridges between those apps,
05:44allow people to do much more complex and much more useful queries that combine applications.
05:51And I think I've sent you an example of that. I can give you a few if you'd like. But
05:55I think,
05:56you know, using the power of the app store is sort of the next chapter that can propel Apple forward
06:02and,
06:03you know, really give them an advantage over others.
06:05So, I mean, just real quickly, only about a minute left. But when we talk about the some of the
06:10examples here, so give me an idea sort of a way just a normal person, meaning like a non-techie
06:16person, would get the most value out of this. Well, out of the ones released today or the future
06:23I'm describing? The future you're describing. So, for example, planning a night out, you have to use
06:31about four different apps specifically to do that. Call an Uber, find a restaurant, check the traffic to
06:38see how long you need to leave before the appointment. You know, I think you can ask that
06:43in one query in the future. All of these things work together and just make it far more simple to
06:49get things done. And I think that's always been the goal of Siri. And actually, we called it back in
06:55the day a do engine instead of a search engine for that very reason.
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