Anticipating Apple's A.I. Play - MOSK: 05.17.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 17 May 2024

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

- BofA and Wedbush Analysts Stoked Over Apple and AI - iOS 17.5 Bug Reportedly Brining iCloud Photos Back on Used Devices - Deleted Voicemails Reportedly Resurfacing for Some Post iOS 17.5 Update - Ternus: iPad Pro Reenforced for Heat Dissipation and Durability - Dopes on YouTube Keep Breaking iPads for Eyeballs - Apple TV+ Lights "The Big Cigar" - Sponsored by Pen Chalet: Try a Mac OS Ken Starter Box or Get 10% off with code MOK10 at PenChalet.com/macosken - Check Out the Latest Checklist by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:06.8	Wall Street waits for Apple's AI Play.
0:12.1	Pictures in voicemail coming back from deletion, and testing both iPad
0:16.8	strength and People's Patience.
0:20.6	It is Friday, the 17th of May 2024. I'm Ken Ray and this is news from Maco-S Ken
0:29.4	brought to you by yours truly and sponsored by Penn Chalet.
0:34.8	Selling exquisite fountain pens for over 10 years
0:38.2	with special offers for MacoS Ken listeners
0:41.1	at penschalet.com slash Maco-S Ken. This show was also
0:48.2	supported by people like you
0:55.0	patrons through Patreon. find out more and your support at Patreon.
0:58.0	dot com slash Maco-Scan.
1:02.0	B of A analyst Ash Macoese cab.
1:10.0	B of A analyst Wamsi Mohan and Wed Bush analyst Daniel Ives are both excited about Apple and artificial intelligence. They both wonder with whom Apple will partner for it, and they both
1:15.5	think there's money to be made in it. I'm not sure they're sure how exactly though.
1:26.5	I'm naive. I sort of assume that the best AI features will mean more iPhone sales for Apple that'll make switchers of Android users and
1:31.4	really stick people willingly into Apple's ecosystem.
1:35.0	I mentioned being naive, right?
1:39.0	Apple 3.0 had B of A's Mohan eyeing W. W.C. with keen interest. Looking forward to the conference,
1:47.6	Mohan says the key questions are, will Apple pick open AI or Google for cloud-based AI or both?
1:56.0	How will the economics work between the companies?
1:59.0	And will Apple have to change the economics with Google, either because of the DOJ investigation or because
	...

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