Hap Allen on Apple is offering pubs $100Ks for permission to train Siri AI on their content - 'This seems like the right thing to do: companies actually paying for value received. If so, then Apple has again gotten “out in front” of an issue. Similar to a well-published CEO transition and upcoming price changes. Content producers deserve a fair return. They do not deserve to be looted by voracious AI training expeditions.'
on Premarket: Apple is red - 'About 54% of S&P 500 components are higher on the day, with Apple now trading off $0.03 at $305.23. The shares opened this morning at $306.03. Apple supplier Broadcom is off in early afternoon trading $22.71 or 5.44% at $395.11 while Corning is up $7.42 or 4.68% at $165.96. Digital Realty Trust, a major owner and operator of data centers, is up $2.98 at $200.56. The shares are up nearly 30% year-to-date.'
on Reuters: Apple will be the first U.S. firm to crack the Chinese AI market - 'They’re also developing a special “Schultz” AI model for the EU. It “knows nothing and sees nothing.” And so offends nobody.'
on Reuters: Apple will be the first U.S. firm to crack the Chinese AI market - 'This is an example of Apple’s understanding how to design products for an international distribution. They recognized that “one solution fits all” would be a problem in this case. So they have left in options that allow for different AI solutions in different regions of the world. Now if the performance is different in different regions that will center on the local regulations creating the differences more than on Apple not executing AI as well as someone else. May not be the best solution all the time but considering the interference regions are putting in Apple’s path to sell products it is a wise one.'
on One of Tim Cook's last acts as Apple CEO (video) - 'I find myself with mixed feelings about this. On the one hand, I’m glad to see Apple invest in the U.S. It’s somewhat overdue. And it might help a little bit in time. On the other hand, Bessent is corrupt as hell, purportedly Epstein-connected, and much too smart and well informed to be ignorant of what the current administration is up to. So – while I do not know – I prefer to think that Cook is doing this distasteful task much as one might turn toward the toilet handle to perform a particularly needful flush.'
on One of Tim Cook's last acts as Apple CEO (video) - 'If only TC wasn’t too smart to run for President. The world needs more Tim Cook’s in charge.'
on Ben Bajarin is impressed by Siri AI - 'Let’s be honest, the vast improvements only came when the partnership with Gemini was announced. Apple utilizes customized Gemini models running via Apple’s infrastructure and Private Cloud Compute to power Siri AI’s advanced natural language and reasoning layers. Rather than building a massive frontier model entirely from scratch to fix Siri’s long-standing limitations, Apple licensed a custom 1.2-trillion-parameter Gemini model to handle complex multi-step planning and deep contextual tasks.'
on Ben Bajarin is impressed by Siri AI - '“… the analyst naysayers will have to turn to something else in order to try to curb the share price.” You know, it seems to me that *customers* might eventually Trump analyst naysayers. What then?!? Cheers to the Longs!'
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 - '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 - '“Apple is will pay” needs fixing. Could be “Apple will pay” but that may not actually be correct either. Fixed.'
