Stratechery Apple Intelligence is Right On Time
18 snips
Jun 10, 2024 Excitement brews around Apple's upcoming announcements, particularly regarding their integration of generative AI features. The potential for advanced AI capabilities raises questions about hardware requirements, making newer devices like the iPhone 15 Pro essential. Enhancements to Siri with large language models aim to improve app interactions, while strategic partnerships could redefine Apple's AI ecosystem. The balance between innovative features and user privacy also takes center stage, drawing contrasts with competitors like Microsoft.
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Apple's Core Business
- Apple, despite services revenue, remains fundamentally a hardware company.
- Their strength lies in personal device design and user experience integration, benefiting from a consumer-centric market.
AI Complements Apple
- AI complements Apple's hardware focus.
- Apple is well-positioned to lead advancements in miniaturization, power, and connectivity crucial for AI.
AI Drives Hardware
- AI necessitates high-performance hardware, potentially boosting iPhone upgrades.
- The iPhone 15 Pro's 8GB RAM is crucial for AI, highlighting hardware importance.