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A similar type of partnership with OpenAI will probably not be as profitable as search was; my guess is that Apple will be paying OpenAI, instead of the other way around, [UPDATE: I know longer believe this, and explain why in this post-WWDC Update] but the most important takeaway in terms of Apple’s competitive position is that they will, once aga... See more

Platform-provided AI capabilities will not only be the easiest way for developers to incorporate these features, they will also likely be the best way, at least in terms of the overall user experience. Users will understand how to use them, because they will be “trained” by Apple’s own apps; they will likely be cheaper and more efficient, because t... See more

In short, this isn’t a case of Apple driving arbitrary differentiation; you really do need better hardware to run AI, which means there is the possibility of a meaningful upgrade cycle for the iPhone in particular (and higher ARPUs as well — might Apple actually start advertising RAM differences in iPhone models, since more RAM will always be bette... See more

In other words, any analysis of Apple’s prospects in an AI world should start with the assumption that AI is a complement to Apple’s business, not disruptive. That doesn’t mean that Apple is guaranteed to succeed, of course: AI is the only foreseeable technological advancement that could provide sufficient differentiation to actually drive switchin... See more

Finally , the commentariat exclaims! Apple is in danger of falling dangerously behind! The fact they are partnering with OpenAI is evidence of how desperate they are! In fact, I would argue the opposite: Apple is not too late, they are taking the correct approach up and down the stack, and are well-positioned to be one of AI’s big winners.

Here’s the problem with leading the world in regulation: you can only regulate what is built, and the E.U. doesn’t build anything pertinent to technology.

It’s easy enough to imagine this tale being told in a few year’s time:

The erstwhile center of civilization, long-since surpassed by the United States, leverages the fundamental nature of technolog... See more

First, Facebook views itself first-and-foremost as a social network, so it is disinclined to see that as a liability. Second, that view was reinforced by the way in which Facebook took on Snapchat. The point of The Audacity of Copying Well is that Facebook leveraged Instagram’s social network to halt Snapchat’s growth, which only reinforced that th

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That right there is the recipe for genuine innovation:

• Embrace uncertainty and the fact one doesn’t know the future.


• Understand that people are inventing things — and not just technologies, but also use cases — constantly.


• Remember that the art comes in editing after the invention, not before.