Apple's AI Strategy in a Nutshell

The sleeping giant finally reveals its hand..

Apple’s WWDC 2024 started today. In this post, I quickly recap my thoughts on what this all means for Apple’s AI strategy in simple terms, and why you should care.

In a nutshell, what I took away is the following:

• Apple clearly knows its stuff when comes to AI - contrary to what many doubters proclaimed. They just announced the best on-device model in the market, as well as its own data center - that Apple built from ground up - that can run Apple scale inference with its own chips. Apple is already a vertically integrated AI company, and deserve a higher valuation.

• Speaking of inference, Apple says “F you” to Nvidia. As they should. Apple’s success story may be the slight bearish case for Nvidia, especially if Apple also figures out how to use Apple silicon for training.

• The partnership isn’t that great for OpenAI - and disappointing even, if you are an OpenAI bull.

• Indie app publishers are screwed.

• Lastly, Siri may bring another “ChatGPT moment'“ for AI.