

Apple’s AI Crisis & ChatGPT’s World Domination w/ Dave Blundin & Salim Ismail | EP #162
192 snips Apr 4, 2025
Dave Blundin, a seasoned entrepreneur and AI innovator, and Salim Ismail, a tech strategist known for his expertise in Exponential organizations, dive into Apple’s AI challenges, particularly with Siri. They discuss the competitive AI landscape, the implications of massive investments, and the transformative potential of youth-led startups. The duo also highlights the power of AI in reimagining resource discovery and education, while examining the evolving future of coding, health technologies, and the ethical considerations surrounding Artificial General Intelligence.
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OpenAI's Valuation
- The AI revolution justifies OpenAI's high valuation, but the future of foundation models is uncertain.
- It's similar to the early internet days, with rapid innovation and an unclear competitive landscape.
OpenAI's Future
- OpenAI's high valuation is risky given the competition and talent drain.
- However, SoftBank's involvement suggests potential unseen factors.
Foundation Model Success
- Two paths to success for foundation model companies are displacing Google and becoming a direct consumer brand or building a central ecosystem.
- Elon Musk's access to Twitter data positions Grok well for the former, but it's too early to tell.