苹果&谷歌联手震撼AI界！iOS18搭载Gemini引领技术革命？马斯克Grok-1开源挑战，苹果all in AI策略曝光！WWDC期待大爆炸？
TLDRThe transcript discusses Apple's rumored negotiations with Google to integrate Gemini's AI features into iOS 18, despite Apple's recent shift towards developing its own AI system, Project GAX. It highlights the challenges of training and refining large AI models and the potential need for Apple to collaborate with established AI services to enhance its offerings. The talk also touches on the implications of such partnerships, including potential antitrust issues and the impact on Apple's hardware and software ecosystem.
Takeaways
- 📢 Apple is reportedly in talks with Google to obtain permission for Gemini AI to integrate AI features into iOS 18, specifically in its mapping and suite of services.
- 🚀 The news of Apple's negotiation with Google is unconfirmed but has been widely cited since the initial leak by Bloomberg on March 18th.
- 🤖 Apple's AI ambitions include the development of Ajax (not to be confused with the front-end framework), which is based on Google's own AI training framework.
- 💡 Apple's AI strategy involves local services and models for tasks like search and intelligent replies, in addition to cloud-based operations.
- 🗣️ Apple has been acquiring various AI teams, indicating a significant push into the AI sector, despite the challenges of training and adjusting large AI models.
- 🌐 Apple's potential use of Gemini AI could face issues with language support and the need for continuous refinement post-training.
- 🔄 Apple's approach to AI may involve partnerships with established AI providers like Google's Gemini or OpenAI's GPT models, rather than solely relying on its own developed models.
- 💼 The commercial implications of Apple's AI integration include potential changes to the default search engine from Google to Gemini, and the financial arrangements between these tech giants.
- 📱 Apple's AI integration aims to enhance user experience by acting as a 'lubricant and connector' for all applications and services, potentially leading to more seamless and intuitive interactions.
- 🌟 Apple's strength lies in hardware and user experience innovation, and its AI efforts are expected to focus on refining and improving the overall user interaction with its devices.
Q & A
What is the main topic of discussion in the transcript?
-The main topic is Apple's rumored negotiations with Google to integrate Gemini AI features into iOS 18 and its services.
What is the significance of the Gemini AI in the context of the transcript?
-Gemini AI is significant because it is a potential feature that Apple is reportedly looking to integrate into its iOS 18 and other services for enhanced AI capabilities.
What is the爆料 mentioned in the transcript referring to?
-The 爆料 (leak) refers to unconfirmed reports suggesting that Apple is in talks with Google to obtain permission to use Gemini AI in its iPhone and other services.
What is the role of Ajax in the Apple's AI development mentioned in the transcript?
-Ajax, or Apple GAX, is a system developed by Apple that is based on Google's JAX framework. It is used for large model training and is part of Apple's efforts in AI development.
How does the transcript describe Apple's approach to AI development?
-The transcript describes Apple's approach as cautious and strategic, focusing on integrating existing AI technologies like Gemini into its ecosystem rather than developing its own large models from scratch.
What is the significance of the WWDC event mentioned in the transcript?
-The WWDC (Worldwide Developers Conference) is significant as it is where Apple typically announces new software, including updates to iOS. The transcript suggests that iOS 18, which may include Gemini AI features, could be announced there.
What are the challenges associated with training large AI models as discussed in the transcript?
-The challenges include the high computational cost of training large models, the time-consuming process of continuous testing and adjustment, and the difficulty of setting standards for what constitutes successful AI behavior.
What is the potential impact of Apple's AI integration on user experience?
-The potential impact could be a more seamless and intelligent user experience, with AI capabilities enhancing various services and applications within the Apple ecosystem.
How does the transcript suggest Apple might handle the financial aspects of integrating third-party AI like Gemini?
-The transcript suggests that Apple might negotiate deals where it could receive a percentage of subscription fees or reduce the fees it pays to Google for search services in exchange for integrating Gemini.
What is the significance of the mention of Elon Musk and X, the AI developed by Twitter's XAI company?
-The mention of Elon Musk and X highlights the challenges even major tech figures face in developing AI that can compete with models like GPT-4, suggesting that Apple may opt for partnerships rather than developing its own model from scratch.
Outlines
📢 Apple's Shift to AI and Rumored Google Partnership
The paragraph discusses Apple's recent moves in the AI space, including rumors of a partnership with Google to integrate AI features into iOS 18. It mentions Apple's layoff of its electric car division and a shift towards 'Euro AI', hinting at a focus on AI. The news is based on an unconfirmed leak from Bloomberg, suggesting that Apple is in talks with Google to obtain permission for Gemini, an AI system. The discussion also touches on the importance of local AI services in addition to cloud-based ones and the potential for Apple to use AI in its services and products.
🤖 Challenges in AI Model Training and Apple's Strategy
This section delves into the complexities of training AI models and the challenges faced by tech giants like Apple, Google, and OpenAI. It highlights the difficulty of adjusting AI models post-training, which can be more time-consuming than the initial training process. The paragraph also discusses Apple's acquisition of AI teams and its development of systems like Ajax and GPP, which are based on Google's frameworks. The main concern is whether Apple has its own large AI models and how it plans to handle the integration of AI into its ecosystem, especially considering the市值 of the company and the resources available to it.
💡 Apple's Potential Collaborations and Market Strategies
The paragraph speculates on Apple's potential collaborations with Google's Gemini and OpenAI, as well as the financial implications of such partnerships. It discusses the possibility of Apple using advanced versions of Gemini and the financial arrangements that might be involved, including potential antitrust issues. The narrative also touches on the challenges of integrating AI in different markets, such as China, where Google services are not available, and the potential use of Baidu's AI services there. The focus is on how Apple might navigate these complex partnerships and market dynamics.
🔄 Apple's AI Integration and Productivity Tools
This section explores Apple's need for an AI 'butler' to seamlessly integrate its suite of productivity tools and services. It discusses the importance of having an AI system that can act as a connector and enhance user experience across Apple's ecosystem. The paragraph also mentions Apple's potential to improve its AI capabilities in areas like image processing, video editing, and other creative tools. The emphasis is on Apple's ability to create a more unified and intuitive user experience through the integration of AI.
📱 Apple's Innovations and Future AI Contributions
The paragraph reflects on Apple's recent innovations, such as the MagSafe charging system and the Dynamic Island feature, and ponders how Apple might contribute to the AI field. It suggests that while Apple may not necessarily develop its own large AI models, it could play a significant role in refining and optimizing the use of AI technologies like Google's Gemini or OpenAI's models within its products. The focus is on Apple's potential to enhance user experience through innovative AI applications and seamless integration with its hardware and software offerings.
Mindmap
Keywords
💡Apple
💡AI
💡Gemini
💡Ajax
💡GPP
💡WWDC
💡Open AI
💡Electric Car Department
💡JAX
💡Mark Gurman
Highlights
Apple is reportedly in talks with Google to obtain permission for Gemini, aiming to integrate AI features into iOS 18 and its suite of services.
The information is unconfirmed by Apple, Google, or OpenAI, but it was leaked by Bloomberg on March 18th and has been widely referenced.
Apple is said to be preparing to use GYMNAI for AI empowerment in iPhones, which may involve both cloud and local services.
Apple's Worldwide Developers Conference (WWDC) typically occurs in June, where software updates like iOS are announced.
Apple has developed a system called Ajax, which is based on Google's JAX framework for large model training.
Apple has been acquiring various AI teams, indicating a strong interest in the AI field.
There is speculation that Apple may not have its own large AI model and is considering partnerships with established AI services like Google's Gemini or OpenAI's GPT.
Training a large AI model is not difficult for a company like Apple, but the real challenge lies in the continuous adjustment and testing of the model.
The fear of making mistakes with AI models is a significant concern for large companies, as seen with Google and OpenAI's experiences.
Elon Musk's open-sourcing of the JAX framework suggests that training a model to compete with GPT-4 or GPT-5 is challenging.
Apple's potential partnership with Google or OpenAI for AI services aims to ensure that its offerings are at least on par with GPT-4.
The financial aspect of Apple's potential AI partnerships is complex, involving considerations of subscription fees, default search engine agreements, and antitrust concerns.
Apple's strategy may involve offering multiple AI services to users, allowing them to choose between different options like Gemini or GPT.
The need for an AI assistant is crucial for companies like Apple, Google, and Microsoft, as it can seamlessly integrate their suite of services and applications.
Apple's potential AI contributions may not be in training its own large models but in enhancing user experience and creating innovative applications for existing AI technologies.
Apple's recent innovations, such as MagSafe and the Dynamic Island, demonstrate its ability to improve user experience with subtle yet impactful design changes.
The future of AI at Apple is uncertain, but the company's focus on user experience and hardware-software integration offers promise for innovative AI applications.