In this episode, the podcast discusses the Rabbit R1, a personal computing device with innovative software. They also analyze the Apple vs. Epic legal battle and the implications for Apple's services business. Additionally, they explore the rollout and early reviews of Apple's Vision Pro, considering its impact on developers and potential supply chain issues. The episode concludes with a discussion on disruptive technological shifts, developer frustration, and the idea of becoming a cyborg.
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Quick takeaways
The Rabbit R1 utilizes a new foundation model called the large action model, which focuses on training AI to complete tasks based on user behavior in specific applications.
The ongoing legal battle between Apple and Epic Games poses challenges for Apple's services business and developers in its ecosystem, potentially leading to a disintermediation between consumers and app marketplaces.
Deep dives
Rabbit R1: A Paradigm Shift in AI Interaction
The Rabbit R1 is a personal computing device with a sleek design and a camera built-in. Its standout feature is the software, which utilizes a new foundation model called the large action model. This model is trained on user behavior in various applications, allowing the AI to carry out end-to-end task completion. Unlike traditional large language models, the Rabbit R1 focuses on training AI to complete tasks based on how users interact with specific applications. This approach could pave the way for AI assistants that can understand and execute user commands.
Apple vs. Epic: Antitrust Lawsuit and Third-Party Payment Options
The ongoing legal battle between Apple and Epic Games dates back to August 2020 when Epic introduced a third-party payment option in its popular game Fortnite. Apple, which takes a 30% cut on in-app purchases, responded by removing Fortnite from the App Store. Recently, the Supreme Court ruled that Apple must allow third-party payment options through a web browser, rather than exclusively using Apple's payment system. This decision poses challenges for Apple's services business and developers in its ecosystem, potentially leading to a disintermediation between consumers and app marketplaces. The dispute highlights the tension between Apple's control over its ecosystem and the demands for more flexibility and fairness.
Apple's Vision Pro and the Challenges It Faces
Apple's recently launched Vision Pro VR headset has received mixed reviews. While the software, user interface, and vision tracking have been praised, reviewers have criticized the headset's weight and ergonomic design. Developers now face a decision between building for Apple's VR platform or opting for competitors like Meta (formerly Facebook) or PlayStation. The success of Vision Pro may depend on how well Apple addresses these issues and how it competes with other established players in the VR market. Despite the challenges, Apple's strong ecosystem loyalty among consumers continues to give it an advantage.
Did the Apple Vision Pro flop? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss Rabbit R1, Apple vs. Epic Games court case, and a potential Apple Vision Pro Flop.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
Rabbit R1
Apple Vs. Epic Games
Vision Pro Flop?
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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