苹果&谷歌联手震撼AI界！iOS18搭载Gemini引领技术革命？马斯克Grok-1开源挑战，苹果all in AI策略曝光！WWDC期待大爆炸？
TLDRThe transcript discusses Apple's rumored negotiations with Google to integrate Gemini AI into iOS 18, enhancing Apple's services with AI capabilities. Despite Apple's significant market value, the challenges of training and adjusting large AI models are highlighted, leading Apple to consider partnerships. The podcast also touches on the potential implications of such collaborations, including the financial arrangements and antitrust concerns. Apple's strategy with AI seems to be focused on enhancing user experience through innovative applications rather than developing their own large-scale AI models from scratch.
Takeaways
- 📢 Apple is reportedly in talks with Google to obtain permission for Gemini AI to integrate AI features into iOS 18, specifically in its mapping and suite of services.
- 🚀 The information is based on a leak from Bloomberg on March 18th, and while it's unconfirmed, it has been widely circulated and discussed.
- 🤖 Apple's AI ambitions include the development of its own systems like Ajax (not to be confused with the front-end framework) and GPP, which are based on Google's frameworks and models.
- 💡 Apple has been acquiring various AI teams and is considered one of the most aggressive companies in AI team acquisitions.
- 🤔 There's speculation about whether Apple has its own large AI models, considering its market cap and resources, but the challenges lie in the fine-tuning and adjustment of these models post-training.
- 🌐 Apple's potential use of Gemini could face issues with pricing and subscription models, as well as antitrust concerns if the service becomes exclusive to Apple devices.
- 🔄 Apple's strategy may involve offering multiple AI services (like Gemini and OpenAI) and allowing users to choose and potentially integrate them with Apple's ecosystem.
- 📱 Apple's default search engine on Safari is Google, and Google pays Apple billions for this placement, but the dynamics could change with AI integrations.
- 🌏 In China, Apple might offer different AI services like Baidu's Wenxin to comply with local regulations and market conditions.
- 🛠️ Apple's strengths lie in hardware and user experience innovation, and its approach to AI should focus on seamless integration and enhancing the overall user experience.
- 🎯 The future of Apple's AI integration is uncertain, but the company's potential to influence how AI is used in consumer technology is significant and值得期待 (worth looking forward to).
Q & A
What is the main topic discussed in the transcript?
-The main topic discussed in the transcript is Apple's rumored negotiations with Google to obtain permission for Gemini AI features in iOS 18.
What does the term 'Gemini' refer to in the context of the transcript?
-In the context of the transcript, 'Gemini' refers to an AI system developed by Google that Apple is allegedly in talks to integrate into their iOS 18 for enhanced AI capabilities.
What is the significance of the WWDC event mentioned in the transcript?
-The WWDC (Worldwide Developers Conference) is significant because it is where Apple typically announces new software releases, including updates to iOS. The transcript suggests that details about Apple's AI integration might be revealed at this event.
What is the爆料 ('unconfirmed report') mentioned in the transcript?
-The 爆料 ('unconfirmed report') mentioned in the transcript refers to the leaked information that Apple is in talks with Google to obtain permission for Gemini AI features, which was reported by Bloomberg on March 18th.
What are some of the AI-related acquisitions Apple has made?
-The transcript mentions that Apple has been aggressive in acquiring various AI teams, although it does not specify which teams have been acquired.
What is the role of the Apple GAX system mentioned in the transcript?
-Apple GAX is a system that Apple has developed, likely based on Google's AX system, for model training. It is part of Apple's efforts to integrate AI capabilities into their services and products.
What is the significance of Elon Musk's open-source release of the JAX library?
-Elon Musk's open-source release of the JAX library signifies that training a model to compete with GPT-4 or Cloud 2/3 models using open-source frameworks like JAX is challenging. This suggests that Apple might prefer to collaborate with established AI providers rather than developing their own model from scratch.
What is the 'Ajax' system that Apple is said to be working on?
-Ajax, as mentioned in the transcript, is a system that Apple is developing, which is likely based on Google's AX framework. It is designed to integrate with search, Siri, and mapping services.
What is the 'GPP' system developed by Apple?
-Apple GPP is another system developed by Apple, based on IGX, which is similar to charge GPP, a chat system. It indicates Apple's efforts to enhance its AI capabilities.
What are the challenges Apple might face with AI model training?
-The challenges Apple might face with AI model training include the difficulty of adjusting and fine-tuning the model after initial training, dealing with the lack of standards for what constitutes 'good' AI behavior, and managing the lengthy and costly process of testing and adjustment.
What is the potential impact of Apple's AI integration on user experience?
-The potential impact of Apple's AI integration on user experience includes the possibility of a more seamless connection between applications and services, acting as a 'lubricant and connector' that enhances the overall user experience.
Outlines
📢 Apple's Shift in AI Strategy
This paragraph discusses Apple's recent moves in the AI space, including the termination of its electric car department and a rumored negotiation with Google for Gemini's permission to integrate AI features into its iOS 18. The speaker mentions that while these reports are unconfirmed, they have been widely circulated. Apple is also said to be in talks with Microsoft and Open AI, and the speaker speculates on Apple's AI capabilities, including its system Ajax and the potential for Apple to develop its own large AI model.
🤖 Challenges in AI Model Training and Integration
The speaker delves into the complexities of training and integrating AI models, emphasizing the lengthy and uncertain process of fine-tuning models post-training. The unpredictability of user interactions and the lack of standards for AI behavior are highlighted. The risks associated with AI model errors, such as stock price drops due to public missteps, are discussed, with Google's experience serving as a cautionary tale. The speaker also touches on the open-sourcing of Group One by Elon Musk, suggesting it indicates a shift away from self-developed AI models.
💸 Financial Implications of AI Partnerships
This section explores the financial aspects of Apple's potential partnerships with AI entities like Google and Open AI. The speaker discusses the potential costs for Apple to use advanced AI services like Gemini and the implications of such partnerships on the default search engine dynamics. The speaker also raises the issue of antitrust concerns and speculates on the possible outcomes of negotiations, including the possibility of Apple offering multiple AI options.
🌏 Regional AI Strategy and Market Adaptation
The speaker considers the regional implications of Apple's AI strategy, particularly in China where services like Gemini may not be feasible. The potential use of Baidu's AI services in Chinese Apple devices is discussed, as well as the possibility of an open interface for AI models in China. The speaker also contemplates the need for a seamless AI assistant that can integrate with Apple's suite of services and speculates on the timing of Apple's AI advancements in relation to its global product releases.
🔧 Apple's Hardware and Software Synergy
The speaker emphasizes Apple's strength in hardware and software integration, suggesting that Apple's focus should be on enhancing its hardware and creating compatible AI toolkits. The speaker highlights Apple's recent innovations, such as MagSafe and the Dynamic Island feature, as examples of Apple's design prowess. The potential for Apple to contribute to AI through user experience innovations rather than model development is also discussed.
🚀 Apple's Future in AI and User Experience
The speaker concludes by reiterating Apple's potential in the AI domain, particularly in guiding the use of AI like Gemini and Open AI. The expectation is that Apple will continue to focus on user experience, potentially introducing new innovations that enhance the integration of AI into daily use. The speaker invites listeners to join discussions and stay updated on Apple's AI developments.
Mindmap
Keywords
💡Apple
💡Gemini
💡AI
💡iOS 18
💡Ajax
💡GPP
💡WWDC
💡Open AI
💡AI acquisition
💡AI model training
Highlights
Apple is reportedly in talks with Google to obtain permission for Gemini AI to be integrated into iOS 18.
The news of Apple's negotiation with Google is unconfirmed, but it was leaked by Bloomberg on March 18th and widely cited.
Apple has recently laid off its electric car division and announced a focus on 'Euro AI', indicating a shift in strategy.
Apple's AI ambitions include the development of Ajax, a system based on Google's JAX framework for large model training.
Apple has been acquiring various AI teams, showing a strong commitment to AI capabilities.
The potential integration of Gemini AI into Apple's services could include embedding it in maps and other suite of services.
Apple's WWDC event in June might see the announcement of iOS 18 with possible AI integrations.
Apple's AI efforts also include the development of GPP, a chat system similar to charge GPP.
The challenge for Apple lies in the fine-tuning and adjustment of large AI models, which can be time-consuming and costly.
Open AI's models undergo continuous refinement, which can be more time-consuming than the initial training phase.
Apple's市值 (market value) is significant, making the training of a large AI model feasible for the company.
Apple's potential collaboration with Google or Open AI could be influenced by the desire to match or exceed the capabilities of GPT4.
Elon Musk's open-sourcing of the group one model suggests that training a model to compete with GPT4 or cloud 2/3 models is challenging.
Apple's strategy might involve leveraging existing AI models rather than developing their own from scratch.
The financial arrangements between Apple and AI model providers like Google or Open AI are complex and could involve revenue sharing.
Apple's default search engine on Safari is Google, and Google pays Apple for this arrangement.
The potential inclusion of Gemini AI in Apple's services raises questions about the impact on antitrust investigations and strategies.
Apple's focus on user experience and hardware innovation could lead to new AI-driven features that enhance the overall user interaction.
Apple's recent innovations like MagSafe and the Dynamic Island show the company's ability to create engaging user experiences with new technologies.
The future of Apple's AI integration will likely depend on its ability to seamlessly blend AI capabilities with its existing suite of services and products.