TechCheck+ Apple Succumbs to the AI Pressure 03/22/24

TechCheck

CNBC

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

4.5 • 66 Ratings

🗓️ 22 March 2024

⏱️ 9 minutes

🔗️ Recording | iTunes | RSS

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Summary

Apple's strategy has always been to be the last and best mover. But generative AI is a different beast. Now, the tech giant looks to be scrambling. It's reportedly in talks to outsource key AI features on the next iPhone to one of its biggest rivals, Google, and has released a new Macbook Air it's selling as "the world's best consumer laptop for AI," but has the same features as past laptops. This week on TechCheck, we dig into how Apple has succumbed to the AI pressure.

Transcript

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0:00.0	Apple never scrambles its strategy being the last but best mover.
0:05.4	Guess what?
0:06.4	Apple is not an innovator.
0:08.5	Content with letting competitors get to market first with the phone, tablet, or smart watch for instance, while instead
0:15.0	taking the time to perfect a product. But with generative AI, Apple might have met its match
0:21.6	because now it is scrambling.
0:23.7	Reportedly in talks to outsource AI features to one of its biggest rivals, Google.
0:28.7	This is also a little bit puzzling to me for Apple.
0:32.4	Is this an admission that maybe they couldn't
0:34.5	bring forth their own AI, Gen AI strategy fast enough? And releasing a new
0:39.7	Macbook that's little improved from past versions while selling it as the world's best laptop for AI.
0:46.0	It's all marketing right now.
0:47.0	This week on Tech Check, Apple succumbs to the AI pressure. It is a mega deal that would upend the AI industry.
0:58.0	This is a big and surprising one so the report saying Apple is in talks to
1:02.0	license Google's Gemini AI to power upcoming features in the
1:05.8	iPhone that's according to a Bloomberg report that broke overnight.
1:09.3	The details including which iPhone features Gemini might power and who would be paying who in this agreement
1:15.4	that's still unclear but part of the surprise is that Apple is notoriously protective of what
1:20.8	goes into its devices.
1:22.6	Tim Cook has a doctrine going back decades,
1:24.6	quote, we need to own and control
1:26.8	the primary technologies behind the products that we make.
	...

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