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I see iphone being used by everyone. Trains, buses, even beggars have iPhones. Do you honestly think AI will have that level of penetration? As in not as piggy backed on another platform? That’s the only way to extract a lot of value.



Already is. Nearly all the camera apps, social media feeds, etc are using ai/ml underneath the hood.


There is a few nice improvements here and there like iOS handwriting recognition (similar function existed before AI) and clipping picture, but the products already existed for decades and AI only bring a few incremental novelty.

On the other hand, algorithmic feeds ands ads have made social networks way worse than they were a decade ago, and spamming is now on another level thanks to GPT.

So for now positive contributions of AI have been tiny and balanced by the negative ones.


If they have an iPhone, they have:

• Siri

• A photos app with an AI that identifies image subjects and allows search by content

• Computational photography

• 17 language translation built-in, more if they get Google Translate

• OCR when you tap on an image containing text

• Voice-to-text transcription in the default keyboard

• Fall detection and step counting powered by machine learning

I think AI is likely to be like "3D" or "multimedia" in the 90s: it will be a sales buzzword until it's everywhere and therefore no longer a differentiator.

3D acceleration itself is still a big market, it's just that when everyone had a GPU (unlike my Performa 5200), the marketing shifted to which specific brand — NVIDIA, AMD, or whatever.


GPT-4 style AI will encompass search and more. Search already has more penetration than the iPhone. AI will be far more ubiquitous than either.




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