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>But if Google’s right, there’s no quick fix. It won’t be enough to buy Siri’s creators again or partner with Yelp for another few years. If Apple needs strong
by ktamura 10y ago
>But if Google’s right, there’s no quick fix. It won’t be enough to buy Siri’s creators again or partner with Yelp for another few years. If Apple needs strong AI and big-data services in the next decade to remain competitive, they need to have already been developing that talent and those assets, in-house, extensively, for years.
This is so true. It's not easy to out-accrue data over your competitors, especially if your competitor has multiple services used by millions of people everyday. This has an interesting side effect when it comes to hiring: The companies with "best" data have a better chance of hiring the best data talent because they can provide most challenging problems (for systems and data engineering people) and better equipment (There's no substitute for a vast amount of high-quality data for data scientists). This, in turn, means that best algorithms will come from data-rich companies.
What Marco is hinting at is that smartphones will increasingly become a conduit for data-intensive algorithms. If this is indeed the case, it means that data-rich companies can create deeper engagement and hence acquire more data, and the virtuous (or vicious?) loop will continue.
- capitalsigma 10y ago> What Marco is hinting at is that smartphones will increasingly become a conduit for data-intensive algorithms. I don't think that will really threaten Apple as a hardware-first business, though. There's no reason they can't hook in to other companies' services.
- ktamura 10y agoThe question Marco was posing is different: What if hardware mattered less to the point that consumers will switch over to different hardware with better/1st class software support. If that happens, the future doesn't look too bright for Apple (or so posits Marco). Apple might as well continue to be a first-class hardware-first business. However, if their hardware advantage is eclipsed by their data/AI disadvantage, Apple might lose a big chunk of their market share.