| ▲ | grtteee 7 hours ago |
| This is the classic apple approach - wait to understand what the thing is capable of doing (aka let others make sunk investments), envision a solution that is way better than the competition and then architect a path to building a leapfrog product that builds a large lead. |
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| ▲ | HerbManic 7 hours ago | parent | next [-] |
| Pretty much it. That said, they did try to appease the markets by announcing 'Apple Intelligence' so they didn't appear to be behind everyone. They did do the smart thing of not throwing too much capital behind it. Once the hype crumbles, they will be able to do something amazing with this tech. That will be a few years off but probably worth the wait. |
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| ▲ | Gigachad 6 hours ago | parent | next [-] | | For consumers AI has anti hype right now. It's off-putting to see consumer products slapped with a hundred AI labels. I see people talk about how you can turn off all of Apple Intelligence with one toggle rather than hundreds on Samsung. Firefox is also marketing how easy it is to disable AI. | | |
| ▲ | rtpg 6 hours ago | parent [-] | | I think a lot of people are not hype about AI in their toaster, but... I don't think people are generally turned off form deeper integration in their OS itself. Especially when for some people this is representing ideas similar to how programmer-types get excited about Shortcuts. Decently accessible automation and discovery, without having to go figure out a bunch of stuff | | |
| ▲ | crote 4 hours ago | parent | next [-] | | > Decently accessible automation and discovery, without having to go figure out a bunch of stuff Sure, but is this actually happening? Last time I tried, Atlassian's heavily-pushed AI couldn't even turn a Jira ticket number of Confluence into a clickable link. Similarly, Windows has been actively moving away from providing locally-installed applications in the Start menu search towards offering random internet garbage. I'm all for using a LLM to make something like Siri able to understand both "Siri, turn off the lights" and "Siri, make it dark!" - but that's not what's being pushed onto consumers, because there is no way anyone is going to pay $100/month for any version of that. | |
| ▲ | Gigachad 6 hours ago | parent | prev | next [-] | | People like features, benefits, and outcomes. AI isn't a feature, it's a technology that can enable features. But it's being marketed as the only thing that matters. The user does not give two shits if the new laptop "has AI". This is how Apple has been killing it lately, they market the macbooks being powerful, cheap, with long batteries, and a premium feel. Things the user cares about. Most of the stuff marketers are just blanket labeling "AI" will eventually be shuffled to the background and rebranded with a more specific term to highlight the feature being delivered rather than the fact it's
AI". | |
| ▲ | tuyiown 2 hours ago | parent | prev | next [-] | | You're right, there is plenty of space for features that require AI to work but that are undistinguishable from "classical" feature. Better autocompletion is a proven one for example. | |
| ▲ | drcongo 2 hours ago | parent | prev [-] | | Sentiment among my teenage kids and their peers is that AI can fuck right off. It's way over the line into actual hate of anything AI. |
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| ▲ | grtteee 6 hours ago | parent | prev [-] | | Yeah exactly the Apple Intelligence thing was pure BS to shut people up who kept saying apple was going to get disrupted by missing out. Apple seems to follow the values that Steve laid out. Tim isn’t a visionary but he seems to follow the principles associated with being disciplined with cash quite well. They haven’t done any stupid acquisitions either. Quite the contrast with OAI. |
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| ▲ | m463 6 hours ago | parent | prev | next [-] |
| Quietly they are doing things on-device. The OCR + copy/paste is genuine goodness - modestly functional. |
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| ▲ | lern_too_spel 6 hours ago | parent [-] | | That's also literally years behind the competition. https://www.androidpolice.com/2018/05/09/android-ps-new-rece... | | |
| ▲ | crote 4 hours ago | parent | next [-] | | The competition has also attached it to a toxic brand and heavily integrated it with actively user-hostile applications. It doesn't matter if your tech is years ahead when people expect using it will mean your image content info will be sold to anyone willing to pay a cent for it. | |
| ▲ | hurfdurf 2 hours ago | parent | prev | next [-] | | Remember when Google added Car Crash Detection to Pixel in early 2020? Nobody does. But when Apple added it in iPhone 14 (2022)... | |
| ▲ | bdavbdav 4 hours ago | parent | prev [-] | | But everyone talks about it like it was Apple, and isn’t that what matters (to Apple)? | | |
| ▲ | oasisaimlessly 4 hours ago | parent [-] | | I've never heard anybody (mis)attribute that to Apple. | | |
| ▲ | drcongo an hour ago | parent [-] | | I would have, and I work in tech. I'd guess that most people who use iOS have zero idea of what Android can and can't do, because they never use it and probably never will so what's the point of trying to find out. |
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| ▲ | maplethorpe 41 minutes ago | parent | prev | next [-] |
| Didn't they rush to integrate ChatGPT into their OS back in 2024? Reality doesn't seem to align with your description. |
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| ▲ | socalgal2 5 hours ago | parent | prev | next [-] |
| Yea, they nailed that with the Newton, Apple Pippin, and the Apple Vision Pro |
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| ▲ | Krutonium 4 hours ago | parent | next [-] | | The Vision Pro was a Development Kit; Just like the first generation Apple Watch. It's not meant for the consumers, it's meant for the developers among the consumers. We will see if they ever release a new VisionOS device, but it's not the first time they did that; see also the Apple Watch. | | |
| ▲ | jeroenhd 2 hours ago | parent [-] | | You can explain away every failed product launch with "it's a developer product", not meant for consumers. This wasn't like HoloLens or Google Glass. They marketed these devices to consumers and then sold these devices to consumers. |
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| ▲ | anjel 4 hours ago | parent | prev | next [-] | | Apple learned to hang back from plowing the unsold Lisa's into a landfill. | |
| ▲ | blitzar 4 hours ago | parent | prev | next [-] | | How amazing is that Apple car | | |
| ▲ | treetalker 2 hours ago | parent [-] | | Depending on price I would or would not buy an Apple car; but I am quite interested in options for a car that (1) is electric; (2) doesn't spy on me and sell my data; (3) doesn't take video of me and my passengers and do weird things with it; and (4) doesn't support Republicans / white supremacists / Elon Musk. And I imagine that like-minded consumers are a pretty large market. | | |
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| ▲ | MagicMoonlight 3 hours ago | parent | prev [-] | | The Vision Pro is the best AR/VR product ever created. | | |
| ▲ | Fricken an hour ago | parent [-] | | All the king's horses and all the king's men couldn't come up with a killer app. |
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| ▲ | sidkshatriya 5 hours ago | parent | prev | next [-] |
| Will this strategy work every time ? Maybe for AI it will work (market is competitive and Apple just purchases the best model for its consumers). But this approach may not work in other areas: e.g. building electric batteries, wireless modems, electric cars, solar cell technology, quantum computing etc. Essentially Apple got lucky with AI but it needs to keep investing in cutting edge technology in the various broad areas it operates in and not let others get too far ahead ! |
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| ▲ | Crestwave 5 hours ago | parent | next [-] | | It works often enough for the company to be wildly successful. They can simply cut their losses and withdraw from industries where it hasn't, such as EVs. | |
| ▲ | codeptualize 4 hours ago | parent | prev | next [-] | | I think their M chips are a good example. They ran on intel for so long, then did the impossible of changing architecture on Mac, even without much transition pain. Obviously that was built upon years of iPhone experience, but it shows they can lag behind, buy from other vendors, and still win when it becomes worth it to them. | | |
| ▲ | moondev 4 hours ago | parent | next [-] | | How is changing the architecture of a platform that only you make hardware for doing the impossible? They could change the architecture again tonight, and start releasing new machines with it. The users will adopt because there is literally no other choice. Every machine they release will be fastest and most capable on the platform, because there is no other option | | |
| ▲ | crote 3 hours ago | parent [-] | | The hard part is doing so without completely ruining the existing app ecosystem. Rosetta 2 is genuinely impressive. | | |
| ▲ | oarsinsync 3 hours ago | parent [-] | | Rosetta 1 delivered 50-80% of the performance of native, during the PPC->Intel transition. It turns out, you can deliver not particularly impressive performance and still not ruin your app ecosystem, because developers have to either update to target your new platform, or leave your platform entirely. You can also voluntarily cut off huge chunks of your own app ecosystem intentionally, by giving up 32bit support and requiring everything to be 64bit capable. ...because users have no other choice when only one vendor controls the both the hardware+software. They can either use the apps still available to them, or they can leave. And the cost of leaving for users is a lot higher. |
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| ▲ | Krutonium 4 hours ago | parent | prev [-] | | It's also notably not the first time they switched. They did the Motorola (I think MIPS?) Archictecure, then IBM PowerPC, then Intel x86 (for a single generation, then x86_64) and now Apple M-Series. | | |
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| ▲ | danaris 4 hours ago | parent | prev [-] | | But Apple doesn't just try to do everything. They do the things they think they can do very well. Why would they try to build electric batteries, wireless modems, electric cars, solar cells, or quantum computers, if their R&D hadn't already determined that they would likely be able to do so Very Well? It's not like any of those are really in their primary lines of business anyway. |
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| ▲ | SoftTalker 6 hours ago | parent | prev | next [-] |
| When have they done that since the first iPhone in 2007? The watch maybe? Though not sure that's "leapfrog" better than anyone else's smartwatch, but I don't have one so maybe I'm wrong. |
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| ▲ | gmerc 5 hours ago | parent | next [-] | | Their own chips, vertically integrating. | |
| ▲ | tiffanyh 6 hours ago | parent | prev | next [-] | | - AirPods - Apple Watch - AirTag Those are a few that come to mind. All do multi-billions in revenue per year. | | |
| ▲ | smt88 5 hours ago | parent [-] | | None of those are the best product in their category, and all are only huge sellers because Apple anti-competitively privileges them in its ecosystem. | | |
| ▲ | drBonkers 5 hours ago | parent [-] | | What’s better than AirPods and AirTags? I want them | | |
| ▲ | tsycho 4 hours ago | parent [-] | | The parent poster is saying (and I agree) that Airpods and Airtags are only superior because Apple anti-competitively privileges their integration with iPhones. It's not that they are better at the hardware level by itself. And since iPhones form the largest single company's device network in the rich countries, that is a pretty big advantage. |
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| ▲ | Bud 5 hours ago | parent | prev [-] | | [dead] |
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| ▲ | eastbound 6 hours ago | parent | prev | next [-] |
| > wait to understand what the thing is capable of doing My parents use Android to ask “What are the 5 biggest towers in Chicago” or “Remove the people on my picture” while apparently iPhone is only capable of doing “Hey Siri start the Chronometer / There is no contact named Chronometer in your phone”. My iPhone is lagging a ridiculous 10 years behind. It’s just that I don’t trust Google with my credit card. |
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| ▲ | Gigachad 5 hours ago | parent | next [-] | | These are software/cloud features. You can install gemini on iphone if you want to talk about towers in Chicago. The only reason to care about it being OS integrated is to interact with functions of the OS, which siri does fine. | | |
| ▲ | jeroenhd 2 hours ago | parent | next [-] | | Apple's AI stuff also uses cloud features, though you can't use them on other platforms. The problem with Apple's new cloud features is that they generally just suck. I'm surprised iCloud works so well with how hard they're fumbling basic stuff like this. | | |
| ▲ | Gigachad 28 minutes ago | parent [-] | | At least all of the ones I have tried work locally. I’ve entered airplane mode and things like magic eraser in images works fine. |
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| ▲ | satvikpendem 5 hours ago | parent | prev [-] | | Siri does not do it fine, it's literally the example the above commenter showed. |
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| ▲ | Barrin92 5 hours ago | parent | prev | next [-] | | I want the reverse version of this, if Apple can promise me to 'lag behind' for another ten years I'll buy my first Apple device in ten years | |
| ▲ | realusername 3 hours ago | parent | prev | next [-] | | Siri is one step below that for me, it still doesn't understand my accent, I feel like its voice recognition didn't improve from 2010... | |
| ▲ | smt88 5 hours ago | parent | prev [-] | | "10 years behind" would be an improvement for Siri. It's actively broken much of the time in a way that Google Assistant or Alexa never has been. | | |
| ▲ | adrithmetiqa 4 hours ago | parent [-] | | I would argue that they are as bad as each other. I have to repeat most voice commands to Siri and Alexa than getting it right first time. No experience with Google. |
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| ▲ | dangus 7 hours ago | parent | prev [-] |
| It’s even more superpowered than previous implementations of this strategy. When they made the iPhone, iPod, and Apple Watch they had no specific hardware advantage over competitors. Especially with early iPhone and iPod: no moat at all, make a better product with better marketing and you’ll beat Apple. Now? Good luck getting any kind of reasonably priced laptop or phone that can run local AI as well as the iPhone/MacBook. It doesn’t matter that Apple Intelligence sucks right now, what matters is that every request made to Gemini is losing money and possibly always will. This is especially true in 2026 where Windows laptops are climbing in price while MacBooks stay the same. |
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| ▲ | skybrian 6 hours ago | parent | next [-] | | How do you know Gemini is losing money on inference? | | |
| ▲ | OccamsMirror 6 hours ago | parent | next [-] | | They're talking about free inference like Android and Google Home devices. No one is paying subscription fees for these and they're running their inference in the cloud. Apple Intelligence, for the most part, is running on the device. | | | |
| ▲ | nl 6 hours ago | parent | prev [-] | | > How do you know Gemini is losing money on inference? It's not. People make this claim with zero evidence. But Google made around $20B profit on Google search in 2025 Q4, and that includes AI search. |
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| ▲ | grtteee 6 hours ago | parent | prev [-] | | Apples advantage was that they did everything in house and had the marketing and distribution capabilities. And now you’ve got the ecosystem lock in. In hindsight it’s obvious why they pulled it off - nobody else could do it. They all had pieces missing. |
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