Bloomberg Tech Investors Look To Apple's WWDC For Guidance
6 snips
Jun 9, 2025 In this discussion, Ben Harburg, managing partner at Novo Capital and expert on Chinese markets, dives into Apple's ambitious AI goals at their Developers Conference. He addresses the impact of U.S.-China trade negotiations, particularly in tech, and how tariffs could influence major companies. The conversation also touches on the importance of Apple's innovations for developers and the broader implications for the tech landscape amid these evolving trade dynamics. Lastly, they explore Warner Brothers Discovery's strategic shifts in the media industry.
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Apple Opens AI to Developers
- Apple will open its large language models to third-party developers for the first time, encouraging innovation within its ecosystem.
- Interface updates aim to unify user experience across devices and improve productivity, notably on iPad.
New UI Foreshadows Hardware
- Apple's new interface uses transparency and translucency inspired by Vision Pro's UI.
- This design change hints at future hardware with a mostly glass iPhone anticipated for 2027.
Apple's AI Position Relative to Peers
- Apple is viewed as behind competitors like Google and OpenAI in AI.
- However, Apple's ecosystem strength may allow it to catch up through developer innovation rather than standalone AI breakthroughs.