"Apple's most senior leaders so far seem to have failed to find consensus on how to move forward with Apple Intelligence. They recognize the company appears to be lagging in the generative AI (genAI) race, but management appears split between those who want to build it in Cupertino, and those who hope to buy their way to industry leadership."
"So far, neither side seems to have the room, with one thing holding everyone back being the insanely high valuations being thrown at AI companies at this point in the bubble. Why? Look it this way - the question has to be, "Why spend billions when some of these companies will be worth a great deal less once the AI bubble bursts, as it inevitably will?""
"The other issue is differentiation. Apple is a product company, and for all the blather about artificial intelligence, the only thing that matters is how the tech can become part of its product family. If you glance at the many existing machine intelligence features already in its products, you'll see that most of these supplement existing hardware. When it comes to Apple Intelligence, for Apple the North Star must be the need to ensure it continues to offer something unique."
Senior Apple leaders are divided between developing Apple Intelligence in Cupertino and acquiring outside generative AI capabilities. Both options are constrained by extremely high valuations across AI startups, creating reluctance to spend billions during a likely bubble. Governments seeking quick partnerships with AI firms encounter public resistance and risks of intrusive, authoritarian uses. Apple faces a distinct challenge in differentiating AI within its product ecosystem, since many current machine intelligence features augment hardware. General-purpose AI risks becoming homogeneous as models use similar global data, so Apple's priority must be preserving unique, product-centered implementations.
Read at Computerworld
Unable to calculate read time
Collection
[
|
...
]