Siri

“I think Apple will eventually dial it in. I mean, the tech is just so good at this point, it's, like, really easy, and they have a bunch of interesting ways to integrate with all the data in your phone, so you'll just be able to talk to Siri more”

“The AI thing has been really, really difficult for Apple, in my opinion, because they're two years behind ChatGPT. Like, the day ChatGPT came out, They should have ripped out Siri and had an LLM replace it in terms of just like what consumers would want.”

“Two years is like, you know, as other people have pointed out, two years in an AI world is an eternity. You might as well say I'm delaying something for 20 years or, you know, like two generations at this point. It's crazy. And so I think that's a serious prob…”

“They're not AGI filled enough, you know, like if you treat it like another feature well, I mean, even if you treat it like another feature, it's like mysterious why Siri doesn't work on my phone, but like, it's like more people basically. And if you take that …”

“I would assume the latter.”

“During the development of the tabletop robot, Apple engineers have made heavy use of ChatGPT and Google Gemini to build and test features. Within Apple AI and Siri Teams as a whole, software developers are increasingly using third-party systems as part of thei…”

“When this new Siri starts working, when it has those upgraded technologies that mean that I can call an Uber for my phone and know that it's actually going to happen, then they'll be able to come to those financial agreements because people are going to start …”

“Anthropic wanted multiples of billions. I believe starting in a billion in year one and doubling every year thereafter, at least for the next three years.”

“Apple is paying Google.”

“What they haven't talked about Is AI web search. And so the new Siri is also going to have a chat GPT perplexity competitor for things like deep research and summarizing search. That is going to be an Apple built, an Apple powered system.”

“You can also bet, at some point, they'll probably figure out their own model to replace the Google thing, so I don't think it's a long-term bet.”

“They're not taking that away. They're not taking it away.”

“The big AI thing for Apple is the revamped Siri coming out in the spring. They're using a Google Gemini model to power it, which I think is going to make it pretty top tier.”

“I don't think they're gonna make a name change, but they should.”

“Apple's currently hiring 300 Siri focus roles.”

“Estimates are around five hundred million active Siri users globally, which is huge, but there's 1.5 billion iPhone users, so Having only a third of your user base use your AI feature seems a little bit low, if that's the case.”

“I think that Siri will need an app. I think that the LLM chat interface is so dominant at this point that everyone has the experience of Going back and forth asynchronously, like it's chatting to a helpful assistant, like you're texting with a friend.”

“Then there are a billion consumers in the world who would suddenly have access to not just one self-preference Siri, but a variety of American labs. And that would open up investment. That would open up prosperity.”

“We're going from like a D tier product to now we're baking in a new model, Gemini, which is going to take it to like B tier.”

“Apple plans to revamp Siri later this year by turning the digital assistant into the company's first artificial intelligence chatbot, thrusting the iPhone maker into a generative AI race dominated by OpenAI on Google. The chatbot, codenamed Kempos, will be emb…”

“The real opportunity is something more around audio interfaces, link it to Siri, have more ways to triangulate what the person's trying to say, what they're saying in a noisy environment, whether they're trying to be quiet and you still want to isolate what th…”