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I think the demand for this will actually kill closed ecosystems like iOS. I feel strongly enough about this that I'm shorting Apple over it. They won't be able
by msgodel 1y ago
I think the demand for this will actually kill closed ecosystems like iOS. I feel strongly enough about this that I'm shorting Apple over it. They won't be able to get it right because every integration will have to be canned while companies giving the LLMs/users a shell will allow them to do anything. People get confused because that used to not matter, most users couldn't do anything with a shell. That's no longer the case with LLMs.
- robertlagrant 1y ago> I feel strongly enough about this that I'm shorting Apple over it. How long do you think it will take for this to meaningfully override Apple's share price?
- msgodel 1y agoI think it's already starting. Apple can't produce anything people just have to have anymore because of the attitude that's causing this. You can see this in their sales numbers.
- layer8 1y agoPeople “have to have” an iPhone because it’s a status symbol. Not sure how AI is going to change that.
- msgodel 1y agoSo was the Blackberry. Better radios and mobile SOCs absolutely changed that. Mathias Wandel (an ex Blackberry engineer) has a neat video where he explains exactly how that happened and the attitudes are strikingly similar to the ones today.
- zdragnar 1y agoMy brother's family and my parents all have iPhones and apple devices because the whole apple ecosystem Just Works for them, especially sharing pictures. They're far from tech saavy, and telling them to "just install this on your phone and this on your computer and this other thing on your other computer" is a non-starter. None of them actually care that they are Apple products or iWhatevers. Most couldn't tell you what the difference is between what they use and windows or android. They just know to go to the apple store to get things that work for them.
- freeone3000 1y agoI am completely uninterested to going back to the privacy-stealing, ad-infested nightmare that is Android. Besides, what would I even gain? iOS 25 just got live translation in calls and item extraction from screen (not just photos). So what am I missing?
- msgodel 1y agoI think you should read and/or think more carefully.
- bloppe 1y agoI would never defend Android, but the idea that iOS is somehow better is pretty funny to me
- freeone3000 1y agoThere’s a Weather widget. It doesn’t have ads. There’s a podcast app. It doesn’t have ads. There’s an RSS app. I paid $7.99 for it, once. It doesn’t have ads. The entire Android ecosystem is built around people not paying for anything ever, where the iOS ecosystem, people pay for things. And honestly, it’s a way nicer experience.
- bloppe 1y agoIdk why you're assuming I put up with ads for any of those things. Believe it or not, the $ vs. ads trade-off is alive and well on Android
- freeone3000 1y agoI had an NVIDIA shield. I paid money for it. And then I got a mcdonald’s ad on the homescreen.
- achierius 1y agoThis seems unrelated to your original thesis though, no?
- skybrian 1y agoI think you’re extrapolating too much from the enthusiasm of early adopters? There is widespread skepticism about AI. A lot of people aren’t that eager to use it and resent having new AI features pushed on them by overenthusiastic vendors. Maybe users would rather keep their data safe than have it exfiltrated by a confused AI?