

Apple's AI Play — With M.G. Siegler
Apr 24, 2024
M.G. Siegler, a venture partner at GV and tech blogger at Spyglass, dives into Apple's upcoming AI strategies and innovations poised for their WWDC event. He discusses how AI may reshape iOS and enhance Siri's capabilities while balancing innovation with user privacy. The conversation explores Apple's research project Ferret, efforts in attracting AI talent, and a potential foray into robotics with home devices. Siegler also highlights the implications of these developments on Apple's market position and user experience.
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Apple's AI Talent Acquisition
- Apple faces a cultural challenge in attracting top AI talent due to its perceived insularity.
- Publishing research papers and adopting industry norms may help overcome this.
Apple's Robotics Play
- Apple seeks its "next big thing" after the car project, exploring robotics and other revenue-driving products.
- Robotics could involve home robots or FaceTime robots with robotic arms.
Apple's Core Business Concerns
- Apple's core businesses, including iPhone, Mac, and iPad sales, are declining, causing concern.
- Their services business is growing, but they need to shift the narrative from dividend company to growth company.