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consumer AI

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Oct 23, 2024 by Dan Ives · across every show →

Everything said about consumer AI, oldest first

Oct 23, 2024 bullish
Prediction Not checkable as stated
Ives: Consumer AI will add $10B-$15B yearly to Apple's services revenue
“My view is from a consumer AI perspective, the monetization here, we think it'd be ultimately an incremental 10, fifteen billion per year of services.”
Dan Ives Oct 23, 2024 ▶ 2:37 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Apr 16, 2025 bearish
Opinion
Kantrowitz: US has seen very little consumer AI deployment compared to China
“We've seen very little consumer AI in the U S very little. And so they're actually putting it into play, which is interesting.”
Alex Kantrowitz Apr 16, 2025 ▶ 22:43 Why China's AI Strategy Just Might Work — With Grace Shao
Jul 8, 2026
Insight
Bosworth: Current AI models are too fussy for mainstream consumer adoption
“We have not done the work to make it something that people want to integrate into their daily life yet. It's not easy enough to use. It doesn't create enough value. It's too fussy. And so that is the problem to tackle. It's the product problem to tackle. You n…”
Andrew Bosworth Jul 8, 2026 ▶ 19:28 Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles
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