Big Technology Podcast

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.
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ANECDOTE

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.
INSIGHT

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.
INSIGHT

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.
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