Apple vs OpenAI AI race strategy

    por Gigliola: OpenAI

    OpenAI and Anthropic are all-in on AI, which forces them to move fast and take massive risks. Apple and Google can just watch the market survive before buying whoever is left standing. Siri had some serious flops, so maybe waiting was actually the smart play after those issues. The real question is whether Apple was just slow or if sitting back was the right strategy all along.

    Transcrição (en)

    a desperate human or business is going to do a lot more stuff. And that's not necessarily a good thing, but in terms of a race, in terms of technology development, there can be a lot of benefits there, right? Because like once you reach that huge, massive size and scale that say like Apple or Google would be at, yeah, they're going to take on a ton of risk, but they can also weather the whole storm. So they can kind of like see how this all shakes out and then potentially still be the winner by buying up whoever's still around at the end, right? Like that's, it's a different game they're playing too. Yeah, that's a good point. Just come up and scoop whoever's still around as a real option. Yeah, I think that's what probably Apple was doing during all of this, because they also have such a high cost of doing it poorly, as we evidentially saw from the Siri fiascos. Right. Like when you do something bad because everyone has on their phone and everyone has a very high expectation of what an Apple product meant, that getting it wrong could be horrific. and also now they're kind of waiting for the optics and the market to become accustomed to this AI before it's like in their thing, you know what I mean? So I think hindsight might look at this as they played it really well when initially everyone was shitting on them for being slow. We talk about how the internet is messing with all of us all the time, so if you're into that kind of thing, definitely hit follow.