Apple has completely dropped the ball on every single detail of AI rollout for the last 5 years - why do you think they will suddenly stop now? My prior is that the new siri stuff is just as vaporware as the previous "apple intelligence" rollout

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JumpCrisscross 5 hours ago | parent | next [-]

> Apple has completely dropped the ball

Apple has sat out a capital-allocation shitshow. Its investors and likely customers are better off for their patience.

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boringg 4 hours ago | parent | next [-]

Jury is out on that one -- will have to see what happens in the next couple of years. I don't think you can say better off with full confidence right now. Very possible you could say that in the future..

	▲	lelanthran an hour ago \| parent \| next [-]
		> I don't think you can say better off with full confidence right now. Of course we can - they managed to avoid spending 100s of billions while still giving their users AI... There is no future in which the entire world is beholden to the current VC-backed companies for AI. IOW, there is no moat.
	▲	JumpCrisscross 3 hours ago \| parent \| prev [-]
		> will have to see what happens in the next couple of years. I don't think you can say better off with full confidence right now We can't say for confidence they'll find a niche in the AI world. But we can say they probably sat out some value-destroying capital investment. Like, I don't think Apple is going to wind up strategically worse off than Meta. But it won't have blown a metaverse on this.

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wyager 2 hours ago | parent | prev [-]

That would be a valid explanation if they hadn't totally oversold and underdelivered on "apple intelligence". In reality, this explanation is just cope

	▲	JumpCrisscross 2 minutes ago \| parent \| next [-]
		> this explanation is just cope I'm not saying they played 5D chess. Maybe they got lucky. But they're coming out of this infrastructure boom with the second-highes P/E ratio in the Magnificent 7 [1], dividend intact, and tens of billions of cash on balance sheet unburned (and their stock and balance sheet unincumbered by new debt or stock sales). [1] https://dividend.watch/lists/magnificent-7-stocks
	▲	MattDamonSpace 2 hours ago \| parent \| prev [-]
		Ehhh if you squint, everything they announced today was announced in 2024. Doesn’t seem like they changed their ideas much (I’m sure some iteration occurred but still) and the issue was the tech didn’t took 2 years to become workable Feature set is borderline identical

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s1artibartfast 3 hours ago | parent | prev [-]

Why would Apple even want to be a big player? They aren't major players in search or advertising, so it seems less likely to disrupt them if they sit it out. There are reasons why shareholders might want companies to stay out radically different Technologies unless they are at risk of losing their business model.

It's not an existential risk to them unless they make it one by going all in.