Apple Is Secretly Winning The AI Race

VeenitXSheth
13 Apr 202404:15

TLDRApple's quiet yet strategic moves in the AI sector, including assembling a foundational models team, developing their AI model Ajax, and acquiring AI companies, suggest a significant upgrade for Siri. Despite rumors of partnering with Google for generative AI features on iOS 18, Apple's history of innovation and control over their ecosystem indicates they may be positioning for a future where they introduce their own fully-built AI model, potentially outperforming current models.

Takeaways

  • 📊 Apple has been quietly leading in AI acquisitions, buying out more AI companies than Google, Meta, and Microsoft.
  • 🧠 Apple has assembled a foundational models team, reportedly developing their own AI model named Ajax.
  • 🤖 Rumors suggest Apple is working on an AI chatbot similar to ChatGPT, powered by Ajax.
  • 💡 Apple focuses on Edge AI or on-device processing, emphasizing privacy in their AI integration.
  • 🔍 Apple has released model libraries to run on their chipsets, aiming to bring AI capabilities to their devices.
  • 🚀 Apple plans to enhance Siri with AI, acquiring companies like Inductive to improve natural language processing.
  • 📈 Apple's potential Siri upgrade is hinted by the acquisition of AI companies and focus on AI-powered series features.
  • 🌐 Apple's tight integration of software and hardware is key to making on-device AI a reality.
  • 💸 Apple's investment in AI, including a $200 million purchase of a company for improved on-device processing, shows their commitment to the technology.
  • 📱 Apple might use Google's data centers and cloud networks for AI features in iOS 18, as part of a potential deal between the two companies.
  • 🏁 Apple is expected to eventually introduce their own fully built AI model, possibly phasing out reliance on Google's services.

Q & A

  • How many times did top tech companies mention AI during their events?

    -Google mentioned AI 140 times, Meta 87 times, and Microsoft 61 times.

  • What does the graph of AI companies being bought out indicate?

    -The graph indicates that Apple is leading in buying out AI companies.

  • What is Apple's strategy with AI?

    -Apple's strategy is focused on Edge AI or on-device processing, which is a more privacy-oriented approach.

  • What is the name of Apple's own AI model?

    -Apple's AI model is called Ajax.

  • What is the significance of Apple releasing model libraries for their chipsets?

    -The release of model libraries signifies Apple's effort to integrate AI into their products more seamlessly.

  • How has Siri been perceived since its introduction?

    -Siri has been frustrating users and has been considered a laughing stock, especially when compared to competitors like Google Assistant.

  • What did Apple do to improve Siri's natural language processing?

    -Apple bought a company called Inductive to improve data voices for better natural language processing.

  • What is the role of large language models in Apple's AI strategy?

    -Apple plans to use large language models to make Siri smarter and more responsive to user queries.

  • Why are there talks of Apple using Google's infrastructure for AI?

    -The talks are likely due to investor pressure for Apple to make a significant move in the AI space, following a drop in their stock value.

  • What is the speculated outcome if Apple continues discussions with Google?

    -If talks go through, Apple might use Google's infrastructure temporarily until they can integrate their own fully built AI model into iPhones.

  • What is the potential future for Apple in the AI race?

    -Apple could become a dark horse in the AI race, leveraging their extensive user base and tight integration of hardware and software to offer on-device AI capabilities.

Outlines

00:00

📊 AI Mentions by Tech Giants and Apple's Silent Strategy

This paragraph discusses the frequency at which top tech companies like Google, Meta, and Microsoft mentioned AI during earnings calls and events. It contrasts this with Apple's lack of public mention of AI, despite investing over a billion dollars in AI companies. The focus then shifts to Apple's behind-the-scenes activities, such as assembling a foundational models team, developing their AI model named Ajax, and rumored development of an AI chatbot. Apple's efforts in edge AI and on-device processing for privacy are highlighted, as well as their potential integration with Siri, which has been less effective compared to competitors like Google Assistant.

Mindmap

Keywords

💡AI

AI, or Artificial Intelligence, refers to the development of computer systems that can perform tasks typically requiring human intelligence, such as visual perception, speech recognition, decision-making, and language translation. In the context of the video, AI is a key focus for tech companies, with Apple investing heavily in AI acquisitions and technology development, despite not openly mentioning it in their public events. The main theme is Apple's strategic approach to AI, aiming for on-device processing and privacy-oriented AI integration.

💡Top tech companies

Top tech companies are the leading businesses in the technology sector, often recognized by their significant market presence, innovation, and influence on the industry. The script mentions Google, Meta (formerly Facebook), and Microsoft as examples, which frequently discuss AI in their earnings calls and events. Apple is also implicitly included in this group, as it is compared to these companies in terms of AI development and acquisitions, even though it does not overtly discuss AI in public forums.

💡AI acquisitions

AI acquisitions refer to the purchasing of companies that specialize in AI technology by larger corporations to bolster their own AI capabilities. In the video, it is mentioned that Apple is leading in AI acquisitions, spending over a billion dollars to buy out AI companies. This strategy is part of Apple's approach to enhancing its AI technology and products without drawing public attention to these efforts.

💡Edge AI

Edge AI, also known as on-device AI, is a computing architecture that processes data on the local device rather than relying on cloud-based services. This approach is highlighted in the video as Apple's focus for integrating AI into its products, emphasizing the benefits of privacy and faster, more efficient performance. Apple's development of model libraries for their chipsets and generative AI apps for Mac OS exemplifies this commitment to edge computing.

💡Siri

Siri is Apple's virtual assistant, introduced in 2011 with the iPhone 4S. It is an AI-driven personal assistant that performs tasks through voice commands. The script discusses Siri's reputation for being less advanced compared to competitors like Google Assistant. However, it also suggests that Apple's recent AI acquisitions and advancements could lead to a significant upgrade for Siri, improving its natural language processing and user experience.

💡Inductive

Inductive, in the context of the video, refers to a company that Apple acquired to enhance Siri's data voices for better natural language processing. This acquisition is part of Apple's strategy to improve the AI capabilities of Siri and make AI-powered features more accessible to iOS developers. The goal is to create a more seamless and intuitive interaction between users and Apple's AI technology.

💡Large language models

Large language models are AI systems that use deep learning techniques to process, understand, and generate human language on a massive scale. The video mentions that Apple plans to utilize large language models to make Siri smarter, reducing the occurrence of misunderstandings and providing more accurate responses to user queries. This integration is expected to significantly enhance the performance and user satisfaction of Apple's AI assistant.

💡WWDC

WWDC, or the Worldwide Developers Conference, is an annual event held by Apple where the company announces new software and technologies. The script speculates that Apple might reveal its AI advancements at the upcoming WWDC, with iOS 18 potentially showcasing the company's latest AI features and improvements to Siri. This event is seen as a platform for Apple to demonstrate its commitment and progress in the AI race.

💡Google's Gemini

Google's Gemini, as mentioned in the video, is a hypothetical AI model or service that Apple might use to power AI features on iOS 18, particularly the large language model (LLM) capabilities. This potential collaboration between Apple and Google is surprising given Apple's focus on edge AI and on-device processing. The use of Gemini would signify a shift towards cloud-based AI services until Apple can fully integrate its own AI model into its products.

💡Investor pressure

Investor pressure refers to the influence that shareholders exert on a company to take certain actions, often to improve the company's financial performance or market position. In the context of the video, it is suggested that investor pressure might be a driving force behind Apple's consideration of using Google's AI services. This pressure could be a response to Apple's stock drop and Microsoft's rise to become the most valuable company in the world in 2024, indicating a need for Apple to demonstrate progress in the AI field.

💡Dark Horse

A 'dark horse' is a term used to describe a competitor or entrant in a race or competition that is not well-known or expected to win but ends up being very successful. In the video, Apple is referred to as a potential dark horse in the AI race, suggesting that despite its quiet approach and current challenges with Siri, Apple could emerge as a strong contender in the AI sector due to its strategic investments, technological advancements, and large user base.

Highlights

Apple is leading the AI race by acquiring AI companies.

Google mentioned AI 140 times, Meta 87, and Microsoft 61 in their events.

Apple has developed their own AI model called Ajax.

Apple rumored to be developing an AI chatbot similar to Chat GPT.

Apple released model libraries to run on their chipsets.

Apple focuses on Edge AI for a more privacy-oriented approach.

Siri has been a frustration for users since its introduction.

Apple bought Inductive to improve Siri's natural language processing.

Apple plans to use large language models to make Siri smarter.

Apple's devices are in the hands of over a billion users.

Apple's tight integration of software and hardware is key for on-device AI.

Apple bought a company called No. to enhance on-device processing.

Apple managed to run a full LLM on a Macbook at high speeds.

Apple and Google are discussing a deal for generative AI on iPhones.

Apple may use Google's Gemini until they integrate their own AI model.

Apple's goal is to build and control their own AI technology.

Investors are pressuring Apple to make a move in the AI game.

Apple may reveal new AI tech at the upcoming WWDC with iOS 18.

Apple could become the dark horse in the AI race.

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