Apple’s AI Differentiation, Plus OpenAI Takes on Google Search 10/31/24

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Disruptors, Investing, Faang, Technology, Business, Management, Cnbc, Tech

4.8 • 56 Ratings

🗓️ 31 October 2024

⏱️ 6 minutes

🔗️ Recording | iTunes | RSS

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Summary

The market still hasn’t seen any examples of huge success in AI monetization for consumer-facing products, but Apple is differentiated in that its AI is free with a new Iphone or recent product. We dive into whether or not that will work out. Plus, OpenAI is rolling out a search function for ChatGPT, able to provide realtime access to things like sports, weather, and stock data, in a major challenge to Google and startup Perplexity.

Transcript

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0:00.0	All eyes are on AI spending as big tech earnings roll in this week.
0:05.0	Meta and Microsoft falling after hours yesterday as they continue to increase their
0:08.8	cap-backs and after the bell we'll see what how investors react to Amazon and Apple's number.
0:14.7	Steve Kovac takes a step back to look at the bigger AI picture for today's tech
0:19.5	check.
0:20.5	Casey.
0:21.5	Hey Leslie yeah ahead of earnings today,
0:23.8	we're going to take a step back and look at how these user-facing
0:27.0	AI products are fairing so far.
0:29.0	Of course, we haven't really seen a breakthrough AI product
0:31.5	outside of ChatG BT,T of course though many are
0:34.2	still trying most of the money is still going to NVIDIA and those big cloud
0:38.3	providers we talk about all the time like Microsoft Amazon and Google But we're not seeing evidence of meaningful sales
0:44.6	or engagement around AI products
0:46.8	that people like you and me might want to use every day.
0:49.2	Let me give you some examples of that.
0:50.4	Microsoft has consumer and enterprise versions of co-pilot, but no else. of that
0:55.0	Microsoft has consumer and enterprise versions of co-pilot but no evidence yet that those are
0:56.1	breaking through in a significant way. It's a similar story with AI products and
1:01.4	experiments from companies like Salesforce or Google.
1:04.6	And just yesterday Bloomberg reporting Amazon delayed the launch of its
1:08.6	generative AI version of Alexa until it can improve. They're planning to charge for that actually.
	...

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