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OpenAI CEO Sam Altman talks with Apple senior Vice President of Services Eddy Cue during WWDC 2024
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Will Apple Intelligence make apps obsolete?

Apple’s AI moment arrives — and raises lots of questions about what this means for the future of its ecosystem.

Casey Newton

CUPERTINO — By the time Apple got around to talking about artificial intelligence on Monday, it had already delivered a full keynote’s worth of announcements about improvements to come across its proliferating array of operating systems. Here was a novel math app that solved your handwritten equations in real time; there was a feature that would let you operate your iPhone from your Mac.

These are the sort of welcome but modest improvements the company often shows off at its Worldwide Developer Conference: gently enhancing the user experience on their devices, but usually not offering anything that would send you running to the Apple Store to upgrade to a newer and more capable device.

Then, halfway through, the pre-recorded keynote arrived at the announcement Mark Gurman’s extraordinary reporting over the weekend had prepared us for: Apple Intelligence, a suite of operating system-level applications of AI that represent the company’s first major effort to integrate generative models into their product lineup. 

It was a moment that has seemed inevitable since November 2022, when ChatGPT launched and catalyzed global interest in how AI can enhance products. In the 18 months since, impatient investors have worried that Apple might be letting the moment pass it by. Savvier observers have noted that this is how Apple has worked for decades now: approaching new technologies deliberately, and on its own time; developing its distinctive take on the product; and releasing it only when polished to the company’s quality standards. 

Judging from the preview, Apple Intelligence was created in just this way. The company took time to develop principles around what AI should do on its devices. It landed on a suite of AI features for the operating system, designed to make its devices more valuable by leveraging the massive amount of personalized data on your devices. (Sensitive to the implications of such an invasive technology, Apple also took pains to develop a more private approach to data processing for AI apps as well.)

The question now is how polished those features will feel at release. Will the new, more natural Siri deliver on its now 13-year-old promise of serving as a valuable digital assistant? Or will it quickly find itself in a Google-esque scenario where it’s telling anyone who asks to eat rocks

Journalists were not offered a chance to try any of the new features today, nor could we even ask questions of any of the executives.

It will be some time before we know. Journalists were not offered a chance to try any of the new features today, nor could we even ask questions of any of the executives. (Instead we were herded into the Steve Jobs Theater to watch the YouTuber iJustine lob carefully vetted softballs at Apple executives Craig Federighi and John Giannandrea for a half-hour.)

As a result, for now we can’t answer how well it works. And so the most interesting question available to discuss is more like: what is all of this pointing to?

During the keynote, Federighi — Apple’s senior vice president of software engineering — laid out the company’s principles for AI. It should be helpful; it should be easy to use; it should be integrated into products you’re already using; and it should be personalized based on what it knows about you.

Much of what Apple showed off today has long been available for free in other apps. (Perhaps that’s why, as MG Siegler noted today, the company’s stock was actually down about 2 percent after the event.) You’ll be able to automatically generate text almost anywhere you can type in the operating system, Federighi said, whether that be in Pages, Mail, or a third-party app. Similarly, you can use text-to-image tools to create custom emoji or generate DALL-E style images using a new app called Image Playground. (Notably, Image Playground will not generate photorealistic images, likely in an effort to prevent misuse.)

Here the pitch is less about innovation than it is convenience. The present-day AI experience involves a lot of copying and pasting between apps; Apple Intelligence promises to do the work directly on your device and route the resulting data around the operating system for you.

But it’s in Federighi’s final principal — that AI should be personalized around what it knows about you — that Apple’s real advantage is apparent. It’s how the company distinguishes itself from (friendly) rivals like OpenAI or Anthropic, which at the moment offer you only a box to type into, and have limited memory of how you have used their chatbots. Apple can pull from your email, your message, your contacts, and countless other surfaces throughout the operating system, and — in theory — can draw from them to help you more easily navigate the world. 

Apple Intelligence also represents a chance to reboot Siri, its perpetually tin-eared and tone-deaf voice assistant. The company demonstrated Siri handling more difficult syntax than it did previously, and with a longer memory. It will also be able to control more parts of the operating system. 

Still, it was not nearly as impressive as what OpenAI showed off last month with its emotionally intelligent, low-latency (and hugely controversial) voice mode for ChatGPT. I was left wondering whether Apple might be open to a deeper partnership with OpenAI to improve Siri, or whether the company still hopes to catch up over time.

Speaking of OpenAI, that company did get some limited time on screen Monday. ChatGPT will be integrated into Siri, but somewhat halfheartedly: Siri will still endeavor to answer questions on its own, while routing only some queries to OpenAI. In the demo, Siri makes you tap to confirm that you are OK with Siri doing this — which might be sensible from a privacy standpoint, but feels deeply annoying as a user experience. (Why not just map your iPhone’s action button to ChatGPT’s voice assistant and bypass it altogether?)

In any case, while the Apple partnership clearly represented a win for OpenAI after a bruising few weeks, I was also struck at the degree to which Apple played down its significance during the keynote. Sam Altman did not appear in the keynote, though he was present at the event. And at the iJustine event, Federighi took the unusual step of saying that other models — including Google Gemini — would likely be coming to the operating system.

“We think ultimately people will have a preference for which models they want to use,” he said. 

The most vexing part of the new Siri, at least as it was shown, is not whether it works but what it can do. The company flashed a few screens of possibilities: add an address to a contact card; show certain very specific photos; “make this photo pop.” But how do you remember to do that in the moment? The invisible interface has always been the problem with voice assistants, and I wonder if Apple is doing enough to address it. (One employee said during the keynote that Siri can now answer thousands of questions about how to use Apple’s operating systems, so maybe that’s one way.) 

There were also — if you squinted — hints of a much different future for computing. In the demo that I found most compelling, an employee asked Siri “how long will it take to get to the restaurant” and the OS figured out the answer by consulting email, text messages, and maps to derive the answer. I’ve written a few times lately about how AI (or at least Google’s version of it) has put the web into a state of managed decline; today’s keynote raised the question of whether AI will induce a similar senescence in the app economy. 

It’s kind of a grim thought for a developer conference — which is perhaps why Apple did not dwell on it.


Casey Newton writes Platformer, a daily guide to understanding social networks and their relationships with the world. This piece was originally published on Platformer.

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Amazon plans to axe thousands of corporate workers next week, after laying off 14,000 back in October, according to Reuters. The new cuts could be “roughly the same” number as last time and may hit Amazon Web Services, retail, Prime Video, and human resources, the report said, citing people familiar with the matter.

The company plans to cut a total of 30,000 corporate positions as part of an effort to “streamline operations and reset its culture,” Business Insider reported separately, noting comments from CEO Andy Jassy, who said the earlier layoffs were “about culture” rather than AI-related cost cutting.

The company plans to cut a total of 30,000 corporate positions as part of an effort to “streamline operations and reset its culture,” Business Insider reported separately, noting comments from CEO Andy Jassy, who said the earlier layoffs were “about culture” rather than AI-related cost cutting.

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There are now more than 1 million “.ai” websites, contributing an estimated $70 million to Anguilla’s government revenue last year

Data from Domain Name Stat reveals that the top-level domain originally assigned to the British Overseas Territory of Anguilla passed the milestone in early January.

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On Friday, the social media company announced that its US arm will now be led by three “managing investors” — Silver Lake, Oracle, and MGX, each with a 15% holding — while ByteDance retains 19.9% of the business, and a swath of other investors, including Michael Dell’s family office, round out the cap table.

The joint venture will be operated by a seven-person majority American board of directors, which includes TikTok CEO Shou Chew, with Adam Presser, previously TikTok’s head of operations, trust, and safety, as its CEO.

Though the valuation of the new venture has not been shared, Vice President JD Vance has previously cited the market value of TikTok’s US operations at about $14 billion, just topping Snap and lower than Pinterest.

The deal closes the platform’s battle, which kicked off in earnest in August 2020 when President Donald Trump first tried to ban TikTok over national security concerns. The announcement notes that the new TikTok USDS Joint Venture LLC will “secure U.S. user data, apps and the algorithm.” Trump celebrated the deal, which has been signed off by both the US and Chinese governments, per Reuters, in a Truth Social post, saying TikTok “will now be owned by a group of Great American Patriots and Investors, the Biggest in the World.”

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Elon Musk says Tesla Robotaxis are operating without drivers, sending stock higher

Tesla CEO Elon Musk said that Tesla’s Robotaxis are now operating in Austin without a safety monitor. Tesla has been testing driverless cars in the area for about a month, and Musk had previously said the company would remove safety drivers by the end of 2025.

It’s unclear how many exactly of the roughly 50 Robotaxis the company operates in the area don’t have drivers. Tesla is “starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time,” Ashok Elluswamy, Tesla’s head of AI, posted shortly after Musk. Ethan McKenna, the person behind Robotaxi Tracker, estimates it’s two or three vehicles.

What is clear is that the move is good for Tesla’s stock, which is currently up 3.5%, extending its gains after Musk’s tweet. Morgan Stanley said yesterday that it considers the removal of safety drivers a “precursor to personal unsupervised FSD rollout.” Unsupervised Full Self-Driving is widely considered to be integral to the would-be autonomous company’s value proposition.

At the World Economic Forum earlier on Thursday, Musk said, “Self-driving cars is essentially a solved problem at this point.”

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