David Emery on Apple is offering pubs $100Ks for permission to train Siri AI on their content - 'With the approach of LLMs, it’s not clear there is -any distinction- between ‘learning from text’ and ‘providing information from text’. The whole idea of current LLMs is to construct probabilistic models of the most likely/most valuable construction of text in response to a query. So inhaling books builds that text domain knowledge (word associations). This is also why domain-specific LLMs are likely to be a big success. By being constructed on relevant content (presumably with some selection/curation), the expectation is the search space is more tightly constrained and the results are more accurate/relevant.'
on Apple is offering pubs $100Ks for permission to train Siri AI on their content - 'Is their information really used to train Siri? Or the information is simply a source of information that Siri can’t obtain for the user?'
on Ben Bajarin is impressed by Siri AI - 'They’ll find something Siri does poorly, and talk about that ad nauseum…'
on Premarket: Apple is green - 'In mid-afternoon trading Apple is up $1.25 at $303.50. The major indexes are mixed. Apple, NVIDIA, Microsoft, Broadcom, Alphabet and Meta are all higher on the day.'
on Premarket: Apple is green - 'Dan Ives was interviewed on this morning’s Bloomberg Businessweek Daily podcast. He’s talks AI today and what he sees as the industry’s prospects for explosive growth: https://podcasts.apple.com/us/podcast/the-next-phase-of-the-ai-buildout/id393107187?i=1000783135408'
on Ben Bajarin is impressed by Siri AI - 'Since Siri has probably turned out better than anyone expected, the analyst naysayers will have to turn to something else in order to try to curb the share price. Now its chips and margins and sales, oh my.'
on Apple is offering pubs $100Ks for permission to train Siri AI on their content - 'Enter Mac Studio behind a Mac Baltric server with localized AI supporting industry specific needs.'
on Apple is offering pubs $100Ks for permission to train Siri AI on their content - 'There is a Medical AI that I use a lot ( but you have to submit your medical credentials) that will give complete complex answers to physicians AND a much more simplified version for patients. AJB MD'
on Apple is offering pubs $100Ks for permission to train Siri AI on their content - 'Was the original intent “Apple is willing to pay”? On a slightly related note, a friend sent me a link to a scientific journal arguing that scientific papers should be written for AI to digest, rather than for humans to read.'
on Apple is offering pubs $100Ks for permission to train Siri AI on their content - '“Apple is will pay” needs fixing. Could be “Apple will pay” but that may not actually be correct either. Fixed.'
on Apple is offering pubs $100Ks for permission to train Siri AI on their content - 'I’ve seen that sequence several times now. I think there are actually young people who talk like that! Maybe the writer of the headline was spending too much time in those “pubs”! 🙂 (I was confused by that!)'
on Apple is offering pubs $100Ks for permission to train Siri AI on their content - '“Apple is will pay” needs fixing. Could be “Apple will pay” but that may not actually be correct either. Apple is negotiating paying fees. The number “$100ks” is also odd. Sounds like Apple realizes the underlying value of the intellectual property they want to use.'
on Apple users love microdramas - 'Um, just remember, they may not be aimed at you as a male demographic.'
on Apple users love microdramas - 'Here’s one that showed up on my FB feed, watch at your leisure or peril: https://www.facebook.com/61591607752289/videos/1389554289947402/?fs=e&mibextid=wwXIfr&fs=e'
on Apple users love microdramas - 'From Gemini: “A microdrama is a very short video series made for smartphones. Each episode lasts one to three minutes, and a full season has 50 to 100 episodes. They are filmed vertically so you do not have to turn your phone sideways. Key Features of Microdramas •Fast-Paced Plots: Stories move very quickly with intense emotional twists. • Cliffhangers: Every single episode ends with a dramatic hook to make you watch the next one. • Melodramatic Tropes: Common themes include secret billionaires, revenge, and forbidden love. • Binge-Watching: Viewers often watch dozens of short episodes in one sitting. Where to Watch • Dedicated Apps: Platforms like ReelShort and DramaBox specialize in these vertical shows. • Social Media: Short clips and full series are frequently posted on TikTok, Instagram Reels, and YouTube Shorts. Watch this short video to learn more about the structure and appeal of microdramas: https://www.youtube.com/watch?v=BS4zrGA7siI Many have plots of secret abilities or superpowers hidden in very ordinary characters or protagonists, much like the dreams or desires of (some) everyday people, especially young adults who are unsure or unproven. Sort of like fantastical soap operas with sci-fi twists in some storylines, others being very normal social situations in kinda real life but with exaggerated emotions and pretty obvious villains and heroes.'
on Apple users love microdramas - 'Exactly! Again, so many Android fans claim Android is “winning” because Android “outsells” iPhones by volume, in 2025 about 1020M vs 247M iPhones. That’s factually correct, about 4:1. But of those 1020M, I estimate 80-110M (7.8% to 10.8%) are profitable premium >$600 models. That’s right, less than 11%, every year. That means every year, ~90% of all Androids sold are midrange <$400 and budget <$200 models, even <$100 (Transsion), most sold on affordability and budgetary limits in price sensitive regions like rural and urban China, India, LATAM, MEA, Africa, and Asia Pacific. Don’t get me wrong, obviously, there is a very big market for these smartphones (starters, and affordable replacements, allowing most to engage in modern digital communications) and Android excels at serving that market. Problem is, those models have razor thin to slim margins, and the revenues generated make little profits. This year, the budget ranges may get eliminated entirely because of the RAM costs either necessitating price increases or actually eliminating their sales because they are now money losing for all vendors. This also means those buyers of midrange and budget smartphones carefully watch their app expenditures and ongoing subscription costs. That is why even though both Google Play (97% free) and Apple App Stores (95% free) each host ~2.45M apps, and Google Play leads 74% to 26% app downloads, generated revenues flip with 67% of global app spending going to iOS and only 33% to Android. Certainly microdramas continue to reflect this spending disparity and why developers earn much much more with iOS than Android. Considering the general ease and consistency of Apple iOS versions and models to code vs for almost 1200 different Android models and 4-5 older versions of Android OS in use, developers do much better with iOS, as does Apple itself.'
on Apple users love microdramas - 'A quick AI search shows that iPhone users buy 70% of the apps, and android users by 29% of the apps. So according to these figures, iPhone users buy 41% more apps than android users. So if these numbers hold up under strict analysis, then iPhone users, buy microdramas, 1% less than they buy other apps.'
on Apple users love microdramas - 'I have a friend, Kris, who is an actress in these microdramas. She calls them “verticals” because they are filmed to be viewed vertically on a phone instead of horizontally the way traditional films are made. She considers them much lower class than traditional films, but she has gotten lots of work doing them. I only watched a couple of scenes that Kris had done. The names of the films were “That Missing Rockstar is My Husband” and “Hot For The Preacher”. In many cases, Kris is working with producers and directors from China, who speak poor English. This is for work that will be done in Los Angeles. Kris can consistently get roles where she plays the rich grandmother. For example, her grandson is in love and the couple wants to get married, but the rich grandmother is causing lots of problems. In the end, love wins out, and the couple gets happily married. In any case, it seems to be quite a growing genre that did not exist twenty years ago.'
on Premarket: Apple is red - 'Too much of consumer’s AAPL buying decision is based on news of the day, and not enough is based on good old fashioned research.'
on Apple users love microdramas - 'Great question. How do you know the content you are watching is a microdrama? Is it similar to a chick flick?'
on Apple users love microdramas - 'iPhone users spend more money than Android users because they have more money than Android users. That is why Google pays Apple. For access to those users.'
on Premarket: Apple is red - 'Just before the close, Apple is down on low volume. My guess is it will meander around like this till the new iPhone comes out. Maybe about two weeks before then Mr. Market will start pumping up AAPL.'
on Premarket: Apple is red - 'The major indexes are in the green in afternoon trading. Apple continues to move lower. The shares are currently down $2.98 at $301.93. Cisco, which reports earnings after the market’s close today, is up $2.56 or 2.13% at $122.99. Apple supplier Corning is ahead $8.16 or 5.13% at $167.35. Vertiv, a major data center supplier, is up $11.30 or 4.01% at $293.11. On the S&P 500, Super Micro is leading the index with an 18.20% gain followed by Lumentum Holdings which is up 17.86% on strong results. We’ll see how the day finishes out…'
on Premarket: Apple is red - 'In dental office, so quick comment: I LOVE that Apple gets to buy back shares at this price!!!'
on Apple's 'chipflation' dilemma: Margins or market share? - 'But it’s a seller’s market, so Samsung could tell then “pound sand, we’ll sell to others without that clause.” HOWEVER, it wouldn’t surprise me to learn (not that anyone would talk about it) that Apple’s contracts with Samsung and other suppliers already include similar clauses. How Apple contracts with long-term major suppliers (e.g. separate contracts, or umbrella contract with separate delivery agreements, or something else) is something I really can’t guess about.'


