Stratechery Apple AI's Platform Pivot Potential
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Mar 10, 2025 Recent challenges faced by Apple in AI initiatives, including the mixed reception of a new commercial, reveal high expectations. The company is shifting Siri towards more personalized and conversational features. Security concerns around these intelligence capabilities are notable, especially regarding user data vulnerabilities. The unveiling of the M3 Ultra chip promises significant enhancements in processing power and AI application. Lastly, the discussion covers Apple's evolution from hardware to AI, balancing privacy with competitive pressures.
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Apple's AI Delay
- Apple heavily advertised Siri's future AI capabilities, promising personalized context awareness and actions within apps.
- These features, slated for Fall 2024, are now delayed, surprising many given Apple's secrecy.
Potential Security Risks of Apple Intelligence
- Apple's AI delay may stem from security concerns, particularly prompt injection attacks.
- LLMs integrated deeply into devices, like Apple Intelligence, expand the attack surface to the entire device and its content.
M3 Ultra: A Consumer AI Powerhouse
- The M3 Ultra, with its unified memory architecture, makes Apple a leader in consumer AI hardware.
- Its shared RAM between CPU, GPU, and neural processing units allows it to run complex AI models locally, unlike standalone NVIDIA chips.