Jeff Seibert, founder and CEO of Digits, analyzes Apple's privacy-focused AI strategy and its potential threat to cloud-based LLM providers like OpenAI.
Prediction Not checkable as stated
Seibert: AI will be commoditized quickly without disrupting existing software pricing
“So this may be just me, but I very much see AI as a tool, not a product. And so it's a technology. It's like your database. It's like Memcash back in the day, and so because of that, I don't think it'll change how people price in specific industries. Like, if …”
Prediction Not checkable as stated
Seibert: On-device Apple LLMs could make OpenAI obsolete within five years
“I bet Apple can and will. And so if you project forward five years, if they get to the point where they can run a sufficiently large LLM on your iPhone, then OpenAI is out of the picture. You don't even need to hit their servers. It's just on your phone.”
Prediction Open · timeframe Nov 2033
Seibert predicts runaway climate change is less than ten years away
“Runaway climate change is less than 10 years out.”
Prediction Not checkable as stated
Seibert: AI will boost productivity rather than replace human jobs
“Ah, so I would say actually, on a good light, AI won't replace many jobs, I think, actually. It'll drive productivity, not replacement, and it'll be like other technologies that have come out, like phones didn't replace people, now you just use them and you ca…”
Prediction Not checkable as stated
Seibert: Foundational AI models will inevitably be commoditized
“I certainly think we will, and this may not be a popular position, Obviously, opening eyes, charging ahead, sort of leading the way right now. I think the market forces at work mean there's just immense energy to have an open source equivalent. Meta appears to…”
Assertion Not checkable as stated
Seibert: Google delayed Gemini to Q1 due to poor performance
“They've just punted Gemini into Q one, which tells me it's not doing very well.”