The Truth About Apple Intelligence
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- Опубліковано 9 чер 2024
- Apple has a plan for selling more iPhones and avoiding regulation. We discuss their plan in this episode.
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This is a huge miss for me for now, bud, but I'm totally in when/if you ever release QualtrimAI. 😉
Triple top we're going to have a down trent for a while❤
AI stocks will dominate 2024 but not just AI. NVIDIA, Alphabet, Tesla are at a better placed to maintain long term growth potential, and provide a platform for other AI companies. I have made more than 200% ROI from NVIDIA with the help of my stocks advisor. With the help of my advisor I agree that stock Like Twoo would also go higher in the next year and a bit high this year with the announcement of launch of its video game.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.
I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Marisa has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
They know we wanna hide Grindr 🥴
Funny enough, my first thought was hiding my M1 brokerage app or banking app - pretty private info in those.
@@epbrown01 lol you're both right...which means this is a damn desirable feature
Top wanting to be a bottom 😅
When my friend and I heard that in the car I was like daaaamn. Folks gonna have an easier time hiding their sneaky links! 😅
Apple AI is just what Siri should have been, its what i expected Siri to be tbh. A litteral secretary.
wowww Apple integrated the calculator into the notes app wowwwwwwwwwwwwwwwww amaziiiiinnnnnnng wowwww.
1st grade student: "Teacher, why do I need to learn how to add when I have Apple Intelligence?"
😂😂😂😂
Unless I can use it on my exams, it’s useless to me
Thank you for the insightful analysis.
Apple Maps is still not that great (at least as a user outside the US)
Yeah Apple maps is unusable here (Australia)
@@samueldanby only used it once and wasn't a fan of it
But Jack Ma said AI is Alibaba Intelligence
Hey brother, this is the first time coming across your page, but I wanted to let you know that I really had an appreciation for your presentation. It was clean, no frills, to the point, clean, and informative.
Thanks for covering this. You are a champ.😁🙂
love your videos, very insightful!
continue doing what you do!
Keep up the great work. Absolutely enjoying your take and analysis.
I found the event very meh: a lot of "me too" features but nothing wowed me.
Missing Jobs
Yea, welcome to every Apple presentation for around the last decade. Jesus Christ.
Good information and review.
I’ll be 💯 with you none of this makes me want a new iPhone. Most people are thinking this will drive a new sales cycle with iPhones but nothing about it makes me want a new phone
thanks for the highlights
Thanks for the insights! Seems I may be forced to upgrade.
Apple is everything why I'd never own an iPhone but own the business
Been watching for a few weeks. Earned a subscriber.
My android has been sending scheduled text messages for 10+ years.
Yes, Apple has been copying android and calling it innovation for 10+ years.
Would love to hear your thoughts on AMD
Isn't Apple Int. just a copy of the Andoid Copilot by Microsoft...
"Apple didn't do anything revolutionary and they don't need to, they own the market". Exactly. They need to just keep their customers satisfied (not blown away) and I think you're the first person on UA-cam to talk about Privacy as an excuse for regulators to not get in Apple's way. Nice review bro
Did you see Elon Musk said he won't allow apple phones at his companies due to their AI integrations??
Elon has an iphone
Elon says what ever is trending. Sadly nothing much insightful coming from him in last 5 years. :)
@kristjan1319 this is why you are a billionaire and he's poor
@@mashakulakevich and why would that add any more value to his tweets (x) because his billionair? :D I could care less what he says I just find it funny that he runs what is popular at the moment and everybody looks at it as second coming of Jesus ;)
@@kristjan1319 quite the opposite. He literally goes against the narrative and everyone tries to tear him down.
16:30 you provide a perfect answer to why apple needs a regulatory kick in the butt. No innovation, just minor changes built on a monopoly (Anyone familiar with planned economy?). From a customer perspective, it would be a good thing.
You mentioned people are looking for reasons to upgrade their devices. I have a really nice MacBook Pro from 2018. It has a beefy CPU, 32 GB of RAM, and 2 TB of storage. It would likely be a nice computer for another 10 years, or more. The downside is it doesn’t have Apple Silicon. Over the past 4 years or so, Apple has been trickling out small features unavailable to Intel based Macs. It hasn’t been much of an issue. Sequoia with Apple Intelligence is going to change all of that. I will now feel compelled to upgrade when the MacBooks come out with the M4 processor.
My main problem with upgrading my MacBook is Apple products are built very well and last a long time. They are still good devices, long after Apple abandons support for them.
Loved the event! Apple once again does it best and their stock proves that!
apple didn't create a strong incentive to upgrade and buy the latest phone, they created a strong precedent that the hardware you buy wont get new software. no thanks~
You should do a demo test for the Vision Joseph. It’s definitely great just too expensive. Couldn’t agree more the AI features could threaten Adobe. I think there is gonna be a super cycle with iPhone 16 and 17. Similar to M1.
Great analysis, After the Apple Intelligence presentation at WWDC, AAPL became Magnificent One after 3 days. Apple went from -10% to 15.41% YTD. I am going to upgrade my old iPad Pro to the iPadPro M4 to test how much easier to write on a single page 4 different languages. I have a lot of notes for the iPad to learn from. I will upgrade my iPhone 11 Pro Max if the 16 has a GPU in it. Otherwise, wait for the iPhone 17.
So basically apple doing apple stuff again taking other innovations and just adding to themselves again, rather than their own ideas. I guess it dont matter since they have the buyers that will constantly buy their product that rarely the best in any aspect. That my issue with apple. Just feed more bells and whistles
I get what you're saying about Adobe, but at the same time Adobe products are more for professionals not just cutesy custom emoji's. It's a bit like worrying about sports car companies are under threat because of the Tesla S Plaid. Like sure the plaid is quick but real sports cars do more than go fast in a straight line. Plus I've been noticing a trend that there's been much hand wringing over the demise of Google search and that hasn't materialized yet either. At any rate I consider Adobe underpriced right now.
I don’t understand the routes Apple Maps chooses sometimes. From my own personal experience it loves making you take side roads even when there is zero traffic on the highway just to have you get on the high way anyways
You forgot to turn off the "scenic route" mode. 😂
Yea, none of these features will encourage me to upgrade from my 11 to a 15 Pro.
just curious, have you ever done the vision pro demo? If not, its worth 30 minutes of your time for education purposes.
You argue that “Apple Intelligence” gives them control over the AI, but aren’t they relying on Open AI? How is that not relying on other companies to do “Apple Intelligence”?
It’s a pass off to open AI. Apple can swap out Open AI any time for any other LLM as they choose. Just like they can swap Google from default on safari. There’s going to be bidding wars to be the default AI partner to Apple.
@@JosephCarlsonAfterHours i’m curious who that would be? google gemini?
Anthropic @@ParanoraVEVO
Apple is building custom LLMs to power "apple intelligence" these are very likely made in house but they also made a deal with open AI to allow Siri to hand off to ChatGPT
@@JosephCarlsonAfterHours Regardless whom they swap out, they are still using other company's LLM. I thought Apple Intelligence was going to be proprietary AI.
That's exactly why I'm not that positive regarding Adobe. It's not just "Apple I", "Google I" and so on, but much more Canva. You can create sooo much stuff with Canva, and I also heard of graphic designers having switched to Canva, that I can see Adobe's market power degreasing.
With ChatGPT deep into both Microsoft and Apple ecosystems, isn’t a major story here OpenAI versus Google?
OpenAI is not in Apple
OpenAI is now integrated into iOS with iOS18 @@GowthamNatarajanAI
@@GowthamNatarajanAI Apple's own press release has a section titled "ChatGPT Gets Integrated Across Apple Platforms"
This will not end well. Open AI has direct access to all Apple data. If Apple wanted to build a AI brand, they should have developed the AI backbone on the Apple enterprise. Sourcing out the compute means giving up YOUR DATA. Spin it however you want.
Private servers.
Can I ask, you previously mentioned you were not planning on cancelling your adobe subscription. Are you still planning on keeping it? That would be a big indicator I think.
I hope they are able to defend their ecosystem. It’s a big reason I’m int the Apple camp. Shot just works with each other so well and super fast. When you gotta get work done I want all my stuff on all my devices quick and securely and able to grab whatever I need from one and move it to another with as little middle-man file sharing annoyance possible.
Ah, the classic Apple maneuver: taking features that Android devices have had for what feels like an eternity and packaging them as the latest groundbreaking innovations. It's like clockwork. And predictably, their ever-loyal iSheep fanbase eagerly laps it up, convinced they're witnessing the dawn of new technological advancements. Apple's marketing is almost comical, turning what is essentially old news into a hyped "revolution." It's like watching a magician pull the same rabbit out of a hat, yet somehow the audience is still in awe every single time. Bravo, Apple, for your enduring ability to make recycled ideas sparkle anew.
hey look, another angry android fan
💯%
Ah, the classic Android NPC fanboy.
@@katielowen
The only NPCs are the ones who genuinely believe Apple is innovating while they recycle Android features year after year. Your fellow iSheep eagerly swallow it all, because your family tree looks more like a straight line. Not to mention, the only reason you buy iPhones is because of that shiny Apple logo, not because you have any tech knowledge.
@@jefflim3168 Oh look, another Apple fan triggered by the truth. LOL
nothing about this Apple release excites me
After watching, if you're thinking... so what? I'm with you.
Good lord. After 16 mins of rambling, you come up with: "Apple is creating incentives for people to upgrade their iphones." What brilliant analysis...
Android been having scheduled texts
Android has had everything that Apple passes off as a "new feature" for years. My s21 ultra is better than the iphone 15 pro max in every category. BUt tHe aPpLe eCoSySTem iS sO cOol. 🥴
@@LouDog39 the apple ecosystem is indeed so cool. iPhone is superior in the aspect
@WAyZuFaSt One UI 6 is better than iOS, and it's not even close.
@WAyZuFaSt the only thing you can make an argument the iphone is superior at is FaceTime and you can use 3rd party apps on android to do the same exact function as FaceTime. Sooo, meh.
@@WAyZuFaSt you cant even look at your file system on Iphone and you dont have a microSD slot, Iphone users are dense.
How much the stock is up after all this bullsht provides a good indication of the magnitude of the bubble we are in.
5:50 Problem is, even if you catch up eventually, people will still perceive you as the inferior option. It's not enough to be equally good, especially when you've been worse for so long.
Thanks for pointing out my biggest take away from WWDC, they made every iPhone below 15 outdated instantly. After hearing that I immediately bought more Apple stock. I have an iPhone 14 Pro Max and I am considering upgrading soon. That’s about 3 years earlier than I would have considered it otherwise. I know I’m not the only one who will go through that, I’m counting on that.
I don’t see people going out to buy new iPhones until the new release in the fall.
@@johnpersechini4951 yeah of course. My point being that even those who wouldn’t consider upgrading this fall, would do so, like me. I just upgraded last year and would not typically consider an upgrade until 3 years from now. This has me considering way sooner. That results in more iPhone sales.
I am with you. I am buying 1 million iphones just because of this announcement.
iPhone 16 gonna be huge upgrade cycle
What was with everyone wearing blue jeans from the 70's
My problem with Apple is all their efforts are essentially towards retaining current customers in their ecosystem and they don't necessarily care about recruiting new customers. I think that approach is drastically starting to interfere with their creativity thus their ability grow outside their regular customer base. They need to try to recruit new customers so they can begin to push themselves. If they don't manage to do this I see their company becoming horribly lackluster over time.
They have over two billion active customers. They will make more money retaining and growing these customers, than focusing on getting a few million new ones + churn.
@@katielowen But if someone copies them and does a better ecosystem they are toast. They are also at risk of losing investments to more innovative companies who don't depend on just a phone for success..ie companies like nvidia etc. You have to keep in mind technology is going to continue to get better and better while Apple largely relies on a phone they made back in 2007. That's awful.
Vision pro could be a great professional product
Vision pro will be a $5 trillion dollar business. Bigger than NVDA
@@kurniawanms2 out of touch
The government wants access to all info. Saying you can't break us up to privacy means nothing to regulators.
Im european and i know 0 persons who use apple maps. Everybody uses google maps here
Gen-moji is a 10 trillion dollar business
😂
Better create another 7 trillion dollar chip industry to make it even better!
I think you are underestimating the escapism factor of the head set. Something to think about.
What many people miss out on is that the Iphone is simple and the best choice for old people who don't understand tech. My brother gave our mom an iphone and she can use it pretty much straight away. I don't know if she has paired it with her Mac mini but chances are it pairs itself automagically. Perfect for Boomers. Do people still sell their kidneys to be able to buy it? If not there has to be a new must have model coming.
cool
Yes, you heard it right. Let our devices do all the thinking for you. And you too, can have the intelligence of an apple.
Chat GPT was not the big announcement we all thought it would be and it makes sense why Apple would lean into SIRI heavily for AI assistant and not some other chat assistant. It’s their child and they won’t give that away easily.
Apple making up new names for everything is annoying IMO.
Apple Intelligence ‘Ai’ 😮
Yellow+Blue=Green
AI+Privacy/Secure/Personal/Verifiable=Apple Intelligence...all other AI are opposite esp not private&secure
@@PSy84 … and most likely are building a profile on you and selling you to advertisers like Facebook or Google are wont to do.
Reminds me of when Apple users microwaved and waterboarded their phones because of obviously fake advertisements
You mean children and adolescents.
I don't agree with Apple trying to create FOMO. I'm really thinking it's similar to Copilot+ PCs I that iPhone 14 silicon and lower doesn't have the NPU TOPS perf to execute these semantic language models smoothly.
11:00 I doubt regulators would buy this. TSMC or ASML could easily sneak a tracker into Apple's chips regardless of any integration between hardware and software.
Joesph what’s the cause for Apple’s stock price to fall during development conferences? False hype?
buy rumor, sell the news-leading up to event always does better than the actual happening
There were loads of rumours and hype building up. Expectations were very high, and Apple didn't meet those expectations.
A few weeks ago, a massive billboard in a key tourist area for Barcelona, Spain changed from House of Dragons to "Safari: a navigator that is private." (English translation). Hello regulators!
For me, I like the stock.
Same
I'm the opposite I hate the stock, it's to dependent on holding onto the customers they have than enticing others to come. If or when the product has a really bad fall for whatever reason, like chipotle a long time ago when ppl got sick. It's not super diverse is my only issue, and since it's so lock down to their products only makes it more risky than for example Google is it is diverse due to other phones cause it it and change to their own way even if the OS has issues as a stand alone.
Always hated Apple products, and will never switch. All these supposed innovations are rarely groundbreaking, and most of the competitors do it better.
iPhone 15 pro, not 15 plus. You may want to add an edit note to your video.
It is absurd that start ups get killed this way. Sure competition is good but essentially these startups are Apple's to do list.
I think at this point the market is bored of AI talk because it’s been sprinkled in every earnings call for the last year, but I think once people start causally messing with it on their phones it will also win over some the most prudent android hold outs
Error at 14:49 when you said that it is available for the iPhone 15 plus. I knew it was too good to be true.
The privacy play is a great idea. It does feel like if you're not innovating your falling behind though and there's a lot of copying going on. It's pretty strange they're relying on chat GPT and not their own AI. Siri still sucks 😂 AI is a good excuse to buy a new iPhone but people will do that anyway over time.
Not the 15 plus. The 15 pro.
Still no leap frog things happen around apple, I'll keep on using my iphone Xs Max untill something really impress me.
P.S. The iphone Xs Max was passed to me from my wife sister as she upgrade her's to a new iphone, thats the only reason I replace my old iphone 7plus.
Creepy hide apps feature...
Hoe do you think about Elon Musk’s tweets about the openAI integration in IOS ?
Are you going to sell people Costco due to its ridiculously high or and fw pe
What do you think about Elon's opinion of it? Saying its a huge risk and he wont allow them into his companies?
Thing is Apple Intelligence is only for English. This means only 10% of the world will have true benefit from this initially. So there’s for a lot of people no reason to upgrade from 15PM purely for the Apple Intelligence. From my experience some features take YEARS to arrive for different countries, and some never will…
New update= Spy Phone
Private cloud compute is as private as your normal enterprise compute server
i think all the personalization is something the majority of apple ppl arent interested in. that's more a pc or android thing. also, i think all the reassurances about privacy is just marketing lies. there's no way anything is private
First reactions to to AAPL announcements rarely reflect the potential - when the iPod was first announced it was scorned by many Apple fans and the market as just another 'frigging mp3 player'.
They must put an M1 chip in iPhone 16, if they do people will buy like crazy
I’m 52 hoping to end the rat race by 60 with above $1M. I know money is a liability to be exchanged for assets with real value like real estate (properties for rent) stocks (dividends) bonds (interest) But, what is it with bitcoin? I hear a lot about it and I'd love to diversify my portfolio.
i'm blown away! more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one... they all seem to be involved in either real estate, stocks, or crypto
thanks for putting this out, curiously inputted Sophia Haney on the internet, spotted her consulting page no sweat, and was able to schedule a session ... she actually shows a great deal of expertise from her resumé
Watch the iced coffee hour podcast with Michael saylor. The best research you could do! I just replied to a bot 😐
Why would legislators break up the awesome ecosystem 😭. The only thing is EU makes easier data transfer between apps and services mandatory…
Apple trying to catch up to Android 🤣
9:41 Yeah, I hope so! Because Siri sucks!!! 🤣
I don’t see how this is all bearish lol
Because there was a lot of hype built into this event. Stock went to $160s to to $190s. It will pull back because the event did not live up to hype.
@@johnpersechini4951 LOL I meant BULLISH. Your point Exactly!!!
Even saying AI dont work other companies unless its NVDA......what a hype bubble
The more I listen, the more I see how these new features make little to no difference to the quality of one's life. As an Apple shareholder, I'm a bit underwhelmed. There was nothing mentioned that would get customers excited about buying a new iPhone. I still have iPhone X, and this gives me no reason to "upgrade". I don't think I'm alone.
Apple has a monopoly. They have to make everything themsleves and be unique to be that monopoly.
I just think the changes made were too gimmicky, if Jobs was still about he wouldn’t have gone this route. I still think Apple will do well from this update, but it won’t be an amazing result
Opposite of privacy, if your data goes to the cloud, anyone in the gov could have it, they are now going to be fishing through all the data by the looks of it. I'm personally concerned just like Elon news.
As a Mac user, the single best AI feature apple has that no one else does is gesture activated emojis in zoom meetings.
It sounds dumb, but it's a very pleasant feature that I use regularly.
4 + 4 = 16GB. Apple math ;)
Apple Intelligence translated: Asinine Intrusion. Let's stop making phones, TVs, fridges and etc smart and start making people smart. Let's stop distracting people with toys and gimmicks within toys and start creating a people capable of critical thinking. Let's stop finding new ways to extract data and profit and start protecting people from privacy and security flaws.
Its Actual Indians