Tech
Apple Intelligence users: They’re slobs just like us. Still from Apple Intelligence commercial.
Apple Intelligence users: they’re slobs just like us. (Still from Apple Intelligence commercial.)
Apple Intelligence?

Man, what the heck happened to Apple’s ads?

“It’s like if we saw the pope drunk.”

Rani Molla

Apple has long been known for its iconic ads. Their marketing has been gorgeous and the message aspirational: be better, think different.

Apple’s marketing machine has a high bar to hit and lately, some think it’s missed that mark. Apple’s latest series of ads are meant to show off the capabilities of Apple Intelligence. Some say the takeaway is that Apple consumers are kind of dumb.

“Because Apple did it, we’re all disappointed,” Michael Duda, managing partner at brand consultancy Bullish, told Sherwood News. “It’s like if we saw the pope drunk.”

Typically Apple ads have focused more on building the Apple brand — showing it to be sleek, smart, and out of the ordinary — than individual product features. They have high production values and good music. They cast Apple users as the characters we wish to be (are you a Mac or a PC?).

In the new Apple Intelligence ads, customers come off as simpletons and slackers: not being prepared for work, forgetting their spouse’s birthdays or people’s names, holding minor grievances and hoping to foist their work on someone else. In comes Apple Intelligence to save the day... with examples of technology its competitors (including Apple itself) already had.

In one ad, a man is wasting time at work — playing with his adjustable chair, making noises, pulling pieces of Scotch tape. He then writes an unbusinesslike email to his boss, trying to pawn off his work. He uses an AI writing tool to make the email sound professional, if a bit too formal and wordy (a lot like capabilities ChatGPT has had for a while). Lo and behold, his boss is impressed!

In another ad, a woman forgets her husband’s birthday and seemingly resents her daughters for having remembered. She seems annoyed and petty. She uses Apple Intelligence to create a musical slideshow of photos of her husband woodworking with the kids. (iPhone users might note that this is something iPhone has done automatically for years.) He’s touched!

Both ads end with the main characters looking self-satisfied as a song comes in with the words, “I am genius.” To me they’re kind of funny, but also cringe and not very impressive when it comes to the actual tech they’re demonstrating. They’re also definitely not what I expect from Apple.

These ads come after a widely-panned iPad ad that Apple ended up apologizing for this spring. In that one, an industrial press crushes the tools of humanity’s creative and cultural legacy — instruments, typewriters, paints, cameras, books. From that waste comes the “most powerful” and “thinnest” iPad ever. Artists and critics saw it as a tone-deaf representation of all the real-life things cultural, capital, and careers technology is destroying.

“They’re trying to extoll the product benefits,” Duda said. “It came across as you’re crushing my creative dreams.”

The company has obviously felt the need to switch things up, as iPhone sales, which make up about half the company’s revenue, have slowed in recent years.

“You don’t typically see a big brand talk about features like a local furniture store talking about their couch on sale”

But is it working?

A market-research firm called Grow Progress tested the two ads above with 2,400 Americans for Sherwood to see how it made them feel about Apple and its artificial intelligence. Using randomized controlled trials, Grow Progress found that people generally liked them.

The memory-movie ad gave viewers a more favorable view of Apple, especially among those who don’t own Apple products, the study found. The writing-tools one made people who already own Apple devices more likely to say Apple pushes technological boundaries.

The experts we spoke to said it’s not so much that these newer ads are bad, per se, but they are unexpected.

“You don’t typically see a big brand talk about features like a local furniture store talking about their couch on sale,” Greg Schwartz, founder of TV advertising agency Household, said. “It’s a little disorienting to see from Apple, in the same way it would be for Coke talking about bubbles in the bottle. They wouldn’t do that. They don’t need to.”

But perhaps, he said, Apple felt that the addition of generative AI — which Apple is hoping will spur iPhone sales among consumers holding onto their products longer — needs more explanation.

Apple didn’t respond to requests for comment on its branding strategy.

Schwartz said the ads did a good job of clearly communicating the benefits of Apple Intelligence. (He also pointed out that it got people — like me — talking, and there’s no such thing as bad publicity.) That could potentially be good for Apple’s top line.

“I do think it’s similarly effective and maybe more effective at selling products than the more eye-catching brand ads that we’re used to,” he said.

“In a vacuum, they’re good TV commercials”

But others worry that such pedestrian ads could detract from the high-brow mystique the brand has built up over the years.

“In a vacuum, they’re good TV commercials,” Graham Douglas, cofounder and creative director at creative-strategy company Gus, said. “They’re fun, there’s craft, they’re memorable — creatively they’re fine.”

But, he said, you could slap a Microsoft, Google, or Samsung logo at the end of these Apple Intelligence ads and no one would be the wiser. In turn, that sort of sameness and incremental product comparison could detract from consumers’ willingness to pay a premium for what are essentially the same products as their competitors.

People pay for the Apple brand, not the features.

“It’s never been, ‘It’s going to send an email better than Blackberry,’” Douglas said. Historically, Apple’s ads have tried to “empower us to be more than we are: more creative, have more ingenuity, be different.”

What should Apple do?

“Find a way to present Apple Intelligence in way that feels like it’s not the basic use case of AI that every other tech company can implement, effectively promoting what Gmail has done for two years.”

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Anthropic launches “Claude Design,” sending shares of Figma and Adobe down

Anthropic has been slowly and steadily gaining a leading share in the enterprise AI market by focusing on coding, spreadsheets, and other common productivity and workplace apps.

Now it’s going after design apps.

Today Anthropic launched Claude Design, a dedicated app powered by its latest model, Claude Opus 4.7, that lets users use text prompts to build website designs, user interface prototypes, presentations, and marketing materials.

Shares of Figma and Adobe sank on the news.

While Claude has previously had the ability to create designs and user interfaces, breaking it out into a dedicated app signals a major new piece of its enterprise strategy alongside its popular Claude Code product.

Today Anthropic launched Claude Design, a dedicated app powered by its latest model, Claude Opus 4.7, that lets users use text prompts to build website designs, user interface prototypes, presentations, and marketing materials.

Shares of Figma and Adobe sank on the news.

While Claude has previously had the ability to create designs and user interfaces, breaking it out into a dedicated app signals a major new piece of its enterprise strategy alongside its popular Claude Code product.

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Rani Molla

Apple’s China iPhone shipments surged 20% in Q1 even as overall smartphone shipments fell

Apple’s iPhone shipments in China jumped 20% last quarter, even as the country’s overall smartphone market fell 4%, according to new data from Counterpoint Research. Rising memory costs have pushed prices higher across the industry, weighing on demand.

Apple appears poised to ride out the broader smartphone slump. Its strength at the less price-sensitive high end of the market and its unusual leverage over suppliers, which helps keep costs in check, give it an edge over rivals.

Greater China remains a critical region for Apple, making up about 18% of its total revenue in the fourth quarter. The company accounted for 19% of China’s smartphone market in the first quarter, up from 15% a year earlier, per Counterpoint.

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Rani Molla

Anthropic has surged past OpenAI in capturing business spending on generative-AI software

Last quarter, Anthropic attracted the lion’s share of trackable business spending on generative-AI software, according to new data from Ramp, a fintech company that provides corporate cards and expense management software for small firms and Fortune 500 companies alike.

The data showed that in the first quarter, Anthropic saw 37% of spending, its biggest share yet, versus 33% for OpenAI. Notably, the dataset doesn’t capture spending by Google or Microsoft.

OpenAI, which makes ChatGPT, still leads in overall adoption at 81% of AI buyers, but Anthropic is catching up, at nearly 63% in March. Overall, more than half of Ramp’s customers currently pay for AI, up from just 18% two years ago.

Anthropic’s enterprise tools, including Claude Code and Cowork, have been making waves among the business class, sending its revenue soaring.

Anthropic’s revenue share is even higher among companies spending on AI for the first time.

“Anthropic has definitely been on a tear,” Ara Kharazian, Ramp’s economist, told Sherwood News. “Its increase in adoption rates has been driven by its ability to sell to less technical users and smaller contracts than it typically has.”

It’s notable that midway through the first quarter, Anthropic had a falling-out with one of its biggest customers, the US government, which near the end of February decided to shun Anthropic’s products and lean into working with OpenAI.

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Report: Google ditches its objection to defense work, pitches Gemini to Pentagon

In 2018, Google employees protested against the company’s tech being used for the US military’s Project Maven — a drone targeting program — reminding the company of its “don’t be evil” motto.

After the controversy, the company declined to renew the contract with the Pentagon, drawing a bright line between Big Tech and the national security establishment.

What a difference a few years makes.

Google is now actively working to get its Gemini AI model to be used in classified national security settings, according to a new report from The Information. Seeking a similar deal to the one OpenAI hashed out with the Pentagon, Google reportedly wants a contract that allows use of Gemini in classified work, but with a prohibition on mass domestic surveillance and autonomous lethal weapons.

But Google is playing catch-up in a major way. Amazon and Microsoft both have been widely used for classified defense work, and contractors are already experienced in working with their cloud systems, while Google’s services have never been used in classified work.

What a difference a few years makes.

Google is now actively working to get its Gemini AI model to be used in classified national security settings, according to a new report from The Information. Seeking a similar deal to the one OpenAI hashed out with the Pentagon, Google reportedly wants a contract that allows use of Gemini in classified work, but with a prohibition on mass domestic surveillance and autonomous lethal weapons.

But Google is playing catch-up in a major way. Amazon and Microsoft both have been widely used for classified defense work, and contractors are already experienced in working with their cloud systems, while Google’s services have never been used in classified work.

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