4 ms·

The article is a bit lightweight, and the title should be changed to just "Microft vs Google". But anyhow, a good opportunity to discuss the super interesting

The article is a bit lightweight, and the title should be changed to just "Microft vs Google". But anyhow, a good opportunity to discuss the super interesting situation around the new AI wars. IMHO the most interesting situation in tech since the dotcom area. Are there any authors out ther (preferable in podcast or other audio form) who discuss the situation in depth? What I currently wonder is where Apple stands. Every device (heck, every software!) will need a state of the art LLM to interact with its users. Will Apple develop their own, or will they be at the mercy of finding a supplier like Microsoft, OpenAI or Google who lets them use their LLM?

htag 4y ago
Apple should be able to defer integrating directly with an LLM by treating it like an any other application layer feature until they can develop their own. It should be within their reach to develop one in house or through acquisition.
- seanhunter 4y ago
  Exactly. Back when voice assistants were the must-have feature they got Siri through acquisition. They could do a similar thing here (and then a Siri interface to it would be an obvious addition).
- JonathanBeuys 4y ago
  You think they will let Bing become the default mode of user interaction with their phones? Wouldn't that commoditize their product? If you have the same experience (talking to Bing) on any phone, why would people pay for the Apple brand? It's not like they can buy and integrate another LLM any day just like that. There is nothing yet that has proven to be on par with ChatGPT. Google has something in the pipeline, but nobody has really compared it to ChatGPT yet. If ChatGPT and (maybe) the new Google thing are the only players in town.. if I would be Apple, I would be worried. Especially if one of them turns out to be clearly better than the other. Then Apple would depend on licensing that one.
  - JieJie 4y ago
    I like where you're going with this. If Apple stays true-to-form, it seems they will be last-to-market; preferring to take a bird's eye view of the market before they swoop in with a well-designed solution that fits into people's lifestyles more seamlessly. It might be too early in the AI-generation for this situation to have matured to this point. It's my understanding that Apple is having a private all-hands meeting on AI next week. https://www.macrumors.com/2023/02/07/apple-ai-summit-in-person-event/ https://www.macrumors.com/2023/02/07/apple-ai-summit-in-pers... Exciting times.
fintechie 4y ago
This Google vs MS situation is simply going to heat up the war for the search market share, but Apple and many other companies are fine and will roll out their own LLMs, as they're getting easier to build and train. Enhancing Siri seems like a natural first step.
bertman 4y ago
>Every device (heck, every software!) will need a state of the art LLM to interact with its users. Hm, didn't they also say that about AR/VR?
ClosedPistachio 4y ago
Benedict Evans has been doing a great job thinking this through recently. He has a newsletter but the podcast is great too. https://another-podcast.simplecast.com/ https://another-podcast.simplecast.com/

htag 4y ago

Apple should be able to defer integrating directly with an LLM by treating it like an any other application layer feature until they can develop their own. It should be within their reach to develop one in house or through acquisition.

seanhunter 4y ago
Exactly. Back when voice assistants were the must-have feature they got Siri through acquisition. They could do a similar thing here (and then a Siri interface to it would be an obvious addition).
JonathanBeuys 4y ago
You think they will let Bing become the default mode of user interaction with their phones? Wouldn't that commoditize their product? If you have the same experience (talking to Bing) on any phone, why would people pay for the Apple brand? It's not like they can buy and integrate another LLM any day just like that. There is nothing yet that has proven to be on par with ChatGPT. Google has something in the pipeline, but nobody has really compared it to ChatGPT yet. If ChatGPT and (maybe) the new Google thing are the only players in town.. if I would be Apple, I would be worried. Especially if one of them turns out to be clearly better than the other. Then Apple would depend on licensing that one.
- JieJie 4y ago
  I like where you're going with this. If Apple stays true-to-form, it seems they will be last-to-market; preferring to take a bird's eye view of the market before they swoop in with a well-designed solution that fits into people's lifestyles more seamlessly. It might be too early in the AI-generation for this situation to have matured to this point. It's my understanding that Apple is having a private all-hands meeting on AI next week. https://www.macrumors.com/2023/02/07/apple-ai-summit-in-person-event/ https://www.macrumors.com/2023/02/07/apple-ai-summit-in-pers... Exciting times.

fintechie 4y ago

This Google vs MS situation is simply going to heat up the war for the search market share, but Apple and many other companies are fine and will roll out their own LLMs, as they're getting easier to build and train. Enhancing Siri seems like a natural first step.

bertman 4y ago

>Every device (heck, every software!) will need a state of the art LLM to interact with its users. Hm, didn't they also say that about AR/VR?

ClosedPistachio 4y ago

Benedict Evans has been doing a great job thinking this through recently. He has a newsletter but the podcast is great too. https://another-podcast.simplecast.com/ https://another-podcast.simplecast.com/