If companies like Apple and Google don't lead in AI, they risk becoming obsolete. Once customers see their phone as just a device for accessing a universal AI like ChatGPT, they'll no longer be locked into an iPhone or Android. They'll just buy whatever device offers the best access to that AI.

This is the same reason Apple ensures that apps from its App Store work better than websites. They need to keep their own platform essential.

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biophysboy 3 days ago | parent [-]

Is your refutation that leading AI model design & operations will make you better at AI integration w/ physical devices? From my lay perspective, they seem distinct.

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bitpush 3 days ago | parent [-]

You have to own the platform. If an iPhone is just a window to ChatGPT, people will eventually ask why they're paying a $1,000 premium and start looking for a cheaper $phone.

This is exactly why the "Apple Intelligence" branding was so crucial. The plan was to make the AI feel like a unique Apple feature, justifying the hardware purchase. While the launch may have tarnished that brand, expect Apple to lean heavily on it going forward.

The challenge is that any partnership with ChatGPT or Anthropic comes with a branding conflict. OpenAI will want credit, but a "Powered by ChatGPT" label is the last thing Apple wants. How Apple navigates this dilemma will be fascinating, as they are truly in a bind.

	▲	biophysboy 2 days ago \| parent [-]
		I guess I'm confused why its an existential threat to have Chatgpt/Anthropic/etc branding on an Apple device. Alphabet/Meta products both appear on iPhones and use their own branding. I guess it would be unprecedented for Apple to allow an external partner that deep into their walled garden and replace Siri, but I don't see total vertical integration as a plausible outcome for Apple. I think they would waste a bunch of money and then lose!