00:00They finally debuted the Siri AI. What's your initial take so far and how is it, you know, in any
00:05way challenge the initials, the big ones there, which is open AI as well as Anthropic.
00:13Hi, thank you for having me. Absolutely. So there was, you know, excitement going into the event.
00:19There were rumors. And I think my key takeaway is that Apple delivered on what we have been waiting for,
00:26which was the, you know, Siri 2.0.
00:28I know they're calling it Siri AI, but it is finally the real personal assistant that consumers and, you know,
00:35we've been looking for Siri to get to that level.
00:38Right. And what really stood out to me and how I think Apple is going to differentiate this is, one,
00:47the fact that it's going to have access to all personal contacts.
00:52Right. So that's what is really going to give it the upper edge.
00:54Not only are you going to be able to use the model like we are used to, right, and other
00:58AI models, getting certain information, carrying forward conversations, using visual intelligence.
01:04So all of that is there in some of the other AI models.
01:08But what has what is not is your personal history, your messages with your family or your group chats, being
01:14able to pull across all those different apps, be it email, be it messages,
01:18and carry forward a single conversation and then have it do action.
01:25Right. So the example, let's say, you know, where is the where is the location of the next meter shower?
01:31And then what was the where was the, you know, like when is it coming?
01:35What are the dates? And then you ask it to take it further where, you know, what did my sister
01:40recommend?
01:40What was the location she said to go to? Right.
01:42And then, OK, can you now send a message to the group chat inviting everybody to a pre shower party?
01:48So there's so many different things that that were that I think it takes it to the next level.
01:53And then just one more thing, I think what gives it the upper edge is Apple's core message around privacy
02:00and security, which they really did emphasize.
02:03Right. This is not Gemini's models.
02:05This is, yes, leveraging Gemini technology and partnership, but this is all going to be secure on device or on
02:13private cloud compute using Apple's foundational models.
02:16So those are the two take home messages for me around Siri.
02:20Well, Nabila, this is Stephen Engel here. How much of a key pivotal moment is this for Apple?
02:25We're having, of course, that transition period with Tim Cook stepping aside in the boardroom.
02:31But also, as we heard from Ed Ludlow there, who is also at the conference, is saying there was no
02:35real breakthrough feature that was announced.
02:39Yes, this is an advancement of Siri AI.
02:43Did they do enough?
02:46You know, I'm really glad you brought this up.
02:48I agree.
02:49And, you know, while I agree that there was no revolutionary breakthrough feature that we haven't seen before across, you
02:56know, other other models.
02:57But what is breakthrough is the fact that it's, let's remember the Apple installed base.
03:03They're massive, you know, there's millions of users using iPhone and iPhone only, right?
03:08Not everyone has been in the tech space or has used other devices.
03:12Those are the consumers that are going to be revolutionized.
03:16They're going to get these features that they didn't have access to before, and they're going to find them very
03:21useful, and it will enhance their life.
03:25Yes, again, technologically it might not have been groundbreaking, but it will have a significant impact to the user experience,
03:33which is, again, central to Apple's story, right?
03:35How can we, it's not about shiny names or different features and, you know, agentic this and agentic that, but
03:43really how can we make the user experience better, and how can we enhance the user's life and make it
03:52easier?
03:53And I think that's what some of the features that we will find resonate really well with iOS users.
03:58So it will impact the installed base, especially users who are sitting on four-year-old iPhones.
04:05Given the economic climate and inflationary pressures that we're seeing, they might have considered, right, not upgrading this year.
04:12Those are the devices that won't have, you know, are not hardware ready to have Apple intelligence or the upgraded
04:18Siri, and in order to get that, this might just push them over the edge.
04:23So absolutely, this is a pivotal year for Apple to catch up to its AI strategy, and I think that
04:30they have and they will deliver.
04:33Yeah, it's similar, I guess, to what you see with the likes of Tencent and Baba, right, where they have
04:40these massive user bases and this whole ecosystem which they can incorporate AI into, Nabila.
04:45What does this mean for the upgrade cycle?
04:48Do you think this, what we're seeing with Siri, is enough to drive a pretty big upgrade cycle for Apple?
04:54So, you know, thank you for bringing that up, and that's exactly what I meant, right, when I said that
04:59the older, so the Apple intelligence, and essentially all the features that were announced today will be available to, you
05:12know, from 16, sorry, 15 Pro onwards, right?
05:16But it won't be available for users prior to that device, so iPhone 14 users will not have access to
05:24that.
05:24So it's really all of those users that will be inclined to upgrade.
05:28So it's essentially, you know, going to help carry forward the momentum, the strong momentum that Apple has built last
05:35year, right?
05:35So instead of dropping that and slowing down, it will help enhance and take that forward, which is very important,
05:42especially that the overall smartphone market is going to see a large deal.
05:46decline and face challenges.
05:48So if Apple is able to continue this momentum, they will see share gain, you know, no doubt, like significant
05:53share gain this year because of that.
Comments