

Gurman on Apple, OpenAI’s Deal Terms, Forbes vs. Perplexity
Jun 14, 2024
Mark Gurman, Chief Correspondent at Bloomberg and a tech industry insider, shares insights on Apple's intriguing non-cash deal with OpenAI and its ripple effects. He discusses potential AI integrations in Apple devices, the stock market's reaction post-WWDC, and the challenges of competing in a rapidly advancing tech landscape. Additionally, the conversation touches on the ethical dilemmas surrounding AI in journalism and Elon Musk's controversial pay package, exploring the broader implications for the tech industry.
AI Snips
Chapters
Transcript
Episode notes
Apple and OpenAI's No-Cash Deal
- Apple isn't paying OpenAI for integrating ChatGPT into the iPhone.
- They believe providing access to millions of users is a fair exchange.
Apple's Bold AI Move
- Apple’s deal with OpenAI could be a strategic move, disrupting their lucrative search revenue from Google.
- It signals Apple's willingness to embrace big changes, positioning them to capitalize on AI.
Apple's Incremental AI Approach
- Apple's AI integration is comprehensive but lacks groundbreaking innovation, simply catching up to competitors.
- This might not incentivize immediate iPhone upgrades, despite Wall Street's positive reaction.