The podcast features Qualcomm, a technology company known for its development of wireless communication technologies. They discuss Apple's difficulties in building a 5G radio to rival Qualcomm, the possibility of a lower-cost MacBook, Apple's adoption of RCS, and the challenges faced by OpenAI.
Apple will integrate RCS messaging standard into the Messages app alongside iMessage to offer a better interoperability experience.
The release of Apple's Vision Pro AR glasses may be delayed to March 2024 to improve user experience and finalize the OS.
Apple's adoption of the RCS messaging standard showcases its commitment to openness and interoperability, challenging the European Union's gatekeeper claims.
Open AI CEO Sam Altman has been removed from his position due to alleged lack of transparency, causing Microsoft to show interest in creating a new division with Altman at the helm.
Deep dives
Apple to Integrate RCS Messaging Standard into Messages App in 2024
Apple has confirmed that in 2024, they will be adopting the RCS messaging standard and integrating it into the Messages app. RCS is a replacement for SMS and MMS messaging, offering features such as high-quality media sharing, read receipts, typing indicators, and more. Apple's integration of RCS will work alongside iMessage and provide a better interoperability experience. However, the messages will still appear as green bubbles, and Apple will continue to prioritize iMessage as the best and most secure messaging experience for Apple users.
Apple Possibly Delaying Release of Vision Pro until March 2024
Apple's anticipated Vision Pro AR glasses may be facing a delay, with a tentative target release date of March 2024. The delay is reportedly to further improve the user experience and finalize the OS, which was originally planned to be released in January 2024. Additionally, Apple's onboarding videos found in the VisionOS Beta 6 point towards a release that is still a few months away.
Apple Expected to Adopt RCS Messaging Standard after Working with GSM Association
Apple is planning to adopt the RCS messaging standard and work with the GSM Association to enhance the RCS universal profile. While this move may help Android users communicate more seamlessly with Apple users, Apple clarified that RCS integration will not replace iMessage and will not change the bubble colors. Apple's goal is to offer a better interoperability experience alongside iMessage, which will remain the best and most secure messaging option for Apple users.
Apple's Adoption of RCS Messaging Standard Might be Part of Their Argument Against the European Union
Apple's decision to integrate the RCS messaging standard into its Messages app could be seen as part of their strategy to prove to the European Union that they are not a gatekeeper and are willing to make their products interoperable. By adopting the RCS standard and other measures like USB-C and potential side-loading, Apple is showing its commitment to openness and interoperability, thereby challenging any claims from the European Union that they are a gatekeeping platform.
Introduction of Open AI CEO and Board Changes
Open AI CEO Sam Altman has been removed from his position by the board due to alleged lack of transparency. The board has claimed that Altman's communication hindered the board's ability to fulfill its responsibilities. There have been talks of bringing Altman back, but they have since fallen apart. Microsoft's involvement in this dispute has caused further upheaval, as the company has announced CEO Satya Nadella's interest in creating a new division with Altman at the helm. Additionally, 500 current Open AI employees have stated that they will move to Microsoft unless Altman is reinstated.
Analysis of Open AI's Structure and Future
Open AI, initially founded as a non-profit organization with the ambition to use technology for the betterment of humanity, later evolved into a for-profit entity due to financial constraints. This misalignment of priorities created tension between the board and Altman, who had a venture capital background. The recent developments indicate that Microsoft effectively obtained ownership of Open AI, with access to its intellectual property, speculative IP rights, and most of its employees. Microsoft has successfully achieved its goal of integrating Open AI into its own business ecosystem.
Uncertainty Surrounding Apple's Vision Pro and the Meaning of 'Pro'
It is unclear where Apple's Vision Pro falls on the pro mentality scale, considering its niche audience and distinct use cases have yet to be established. Apple could position Vision Pro as a professional-grade computer for high-end tasks, leveraging its large screen and capabilities such as 3D modeling and computational visualization. On the other hand, Vision Pro may excel in gaming and immersive experiences, highlighting its spatial computing capabilities. Ultimately, how customers use Vision Pro will determine its place on the pro mentality scale.
The possibilities that Apple will release a lower-cost MacBook, Apple's difficulties in building a 5G radio to rival Qualcomm, Apple attempts to appease the EU by adopting RCS, and all hell breaks loose with OpenAI.
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