What We Expect from WWDC and Google I/O

Waveform Clips
2 Apr 202423:58

Summary

TLDR这段视频脚本探讨了即将到来的谷歌和苹果开发者大会,特别关注两家公司在人工智能(AI)领域的预期动态。提及了谷歌的Gemini项目和苹果对AI的潜在应用,强调尽管苹果一直在其硬件中使用机器学习技术,但直到最近才开始强调其在AI领域的作用。讨论也触及了两大科技巨头可能如何在它们的操作系统中整合AI技术,以及这可能对用户体验产生的影响。视频还包含了对未来技术发展的猜想,包括AI如何影响Siri的功能和苹果可能如何保持其隐私保护的立场,同时在AI领域与谷歌等公司竞争。

Takeaways

  • 📅 谷歌和苹果都宣布了今年夏天的开发者大会日期,分别是谷歌I/O和苹果的全球开发者大会。
  • 🤖 预计两家公司都会在大会上展示人工智能相关的内容,尽管风格可能不同。
  • 💬 业界对苹果在AI方面的期待已经持续了很长时间,特别是对Siri的改进。
  • 📱 苹果在自家的芯片上已经集成了先进的神经引擎,但直到最近才开始强调其AI技术。
  • 🔍 苹果可能会在大会上强调其机器学习和神经引擎技术,而不是直接使用AI这个词。
  • 📱 苹果可能会在iPhone上集成更多AI功能,但具体细节尚不明确。
  • 🔥 苹果可能会在大会上展示基于Transformer的全新Siri。
  • 📱 苹果的AI策略可能会集中在设备上的本地AI,以保护用户隐私。
  • 🤔 谷歌可能会在I/O大会上讨论其Gemini AI技术,以及如何与苹果合作。
  • 🌐 谷歌和苹果的开发者大会可能会有一些相互提及,但具体内容尚不确定。
  • 🚀 无论结果如何,两家公司的AI发展都将对行业产生重大影响。

Q & A

  • 谷歌和苹果分别宣布了他们的开发者大会日期,这两个大会有什么不同?

    -谷歌I/O和苹果的全球开发者大会(WWDC)分别聚焦于各自公司的技术和产品。谷歌I/O通常会展示Android操作系统的更新、新的谷歌服务和硬件产品,而苹果的WWDC则侧重于iOS、macOS等操作系统的更新以及新的苹果硬件和服务。

  • 为什么业界对苹果在AI领域的动作有很高的期待?

    -业界对苹果在AI领域的动作有很高期待,因为苹果一直在硬件和软件上进行创新,并且在芯片技术上拥有先进的神经引擎。此外,苹果对于隐私保护的重视可能会带来一种不同于其他公司的AI应用方式。

  • 苹果在AI领域的策略有何特点?

    -苹果在AI领域的策略特点是重视隐私保护和最小化数据收集。苹果倾向于在设备上进行大部分AI计算,以保护用户数据不被外传,这与其他一些依赖大数据和云计算的AI策略有所不同。

  • 谷歌的Gemini和Assistant有何区别?

    -谷歌的Gemini是一个大型语言模型,它提供了强大的自然语言处理能力。而谷歌Assistant则是基于这些技术为用户提供帮助的服务。未来,谷歌可能会将两者合并,以提供更加统一和强大的用户体验。

  • 苹果是否会在WWDC上提及谷歌或Gemini?

    -根据苹果以往的策略和对隐私的重视,他们可能不会在公开场合提及谷歌或Gemini。苹果更可能专注于介绍自己的技术和产品,而不是与其他公司的产品进行比较。

  • 谷歌I/O大会上可能会有哪些AI相关的发布?

    -谷歌I/O大会上可能会有关于Gemini的进一步更新,以及谷歌Assistant的新功能和改进。此外,谷歌可能会展示如何通过AI技术提升用户体验和改善其服务。

  • 苹果在AI领域的挑战是什么?

    -苹果在AI领域的挑战在于如何在保护用户隐私的同时,提供与其他公司同样智能和有用的AI服务。由于苹果的政策倾向于最小化数据收集,这可能会限制他们在训练强大的AI模型方面的能力。

  • 苹果可能会如何处理与谷歌的合作?

    -如果苹果决定与谷歌合作使用Gemini,他们可能会采取一种方式,使得用户数据仍然保持私密,同时能够利用谷歌的AI技术来提升Siri或其他服务的能力。

  • 业界对AI的态度是否有变化的趋势?

    -业界对AI的态度可能会随着时间的推移而变化。一开始,AI作为一个新兴技术,受到了大量的关注和炒作。然而,随着AI技术逐渐成熟并成为行业标准,人们对它的关注可能会减少,转而关注更具体的应用和成果。

  • 苹果和谷歌在AI领域的竞争关系如何?

    -苹果和谷歌在AI领域的竞争关系是复杂的。一方面,他们是竞争对手,各自开发和推广自己的AI技术和服务。另一方面,他们也可能在某些领域进行合作,以实现互补和共赢。

  • 苹果在WWDC上可能会发布哪些与AI相关的新功能?

    -虽然具体内容尚未公布,但苹果可能会在WWDC上发布与AI相关的新功能,这些功能可能会涉及Siri的改进、更智能的预测和建议、以及在iOS、macOS等操作系统中的应用。

Outlines

00:00

📅 谷歌与苹果开发者大会的AI展望

本段落讨论了谷歌和苹果即将举行的开发者大会,预计两者都会在会上宣布与人工智能相关的更新。讨论者推测,尽管两家公司的宣传风格可能不同,但他们很可能都会聚焦于AI技术。特别提到了苹果可能如何通过Siri和其它设备上的AI应用来展示其在AI领域的进步,同时也提到了苹果在AI领域的长期沉默和近期的突然发声。此外,还探讨了苹果如何在保护用户隐私的同时,利用AI技术提供更好的用户体验。

05:02

🤖 苹果的AI策略与隐私政策

这一部分深入探讨了苹果公司在AI领域的策略,尤其是与隐私政策的关系。讨论者指出,苹果公司历来重视用户隐私,这在一定程度上限制了其构建全面了解用户的AI助手的能力。同时,讨论者提出了苹果可能会如何利用谷歌的Gemini AI技术,以及这是否会导致苹果在即将到来的开发者大会上宣布与谷歌的合作。此外,还讨论了苹果可能会如何在不同的设备上应用AI技术,以及这些技术可能带来的新功能。

10:03

💡 苹果AI应用的多种可能性

在这一段中,讨论者们继续探讨苹果可能会在哪些方面应用AI技术。除了Siri之外,他们猜测苹果可能会在其他操作系统和设备上集成AI功能,如Apple Watch和iPad。讨论者还提到了本地AI与云端AI的区别,以及苹果可能会如何在这两者之间做出选择。此外,还讨论了苹果可能会如何利用Gemini AI技术,以及这是否会导致他们在开发者大会上提及谷歌。

15:04

📱 谷歌I/O大会及Pixel手机更新

本段落主要关注谷歌I/O大会和可能发布的Pixel手机更新。讨论者们预测了谷歌可能会在大会上宣布的新硬件,特别是Pixel 8A,并讨论了谷歌可能会如何调整其产品线以避免自家产品之间的竞争。此外,还提到了谷歌可能会如何合并其现有的AI助手和Gemini技术,以及这可能对用户体验产生的影响。讨论者还对谷歌在大会上可能会提及的内容进行了猜测,包括与苹果的潜在合作。

20:04

🎤 谷歌与苹果在AI领域的竞争与合作

这一部分讨论了谷歌和苹果在AI领域的潜在竞争与合作。讨论者们猜测了在即将到来的开发者大会上,两家公司可能会如何提及对方的AI技术和产品。他们还讨论了谷歌可能会如何展示其在AI领域的领先地位,以及苹果可能会如何回应。此外,讨论者们还对谷歌在大会上可能会使用AI一词的频率进行了预测,并探讨了AI技术在公众认知中的地位和未来趋势。

Mindmap

Google I/O的重要性
Google I/O的期待
Google I/O
Apple WWDC的特点
Apple WWDC的预期亮点
Apple WWDC
大会概述
AI技术的发展趋势
AI技术的应用前景
AI在大会上的讨论
神经网络引擎
Transformer基础的Siri
AI在iPhone上的应用
AI技术的细节
AI技术展望
数据最小化原则
隐私与AI技术的冲突
Apple的隐私政策
数据收集与AI的关系
Google与Apple的潜在合作
Google的数据策略
公司策略与隐私
AI在日常生活中的应用
AI技术对用户体验的影响
用户对AI的期待
AI技术的市场接受度
AI技术推动的产业变革
市场对新技术的反应
产品与市场反应
本地AI与云端AI的对比
AI模型的训练与应用
AI技术的实现方式
智能助手的发展前景
AI在不同设备上的应用案例
AI技术的具体应用
技术细节与实现
开发者大会与AI技术
Alert

Keywords

💡开发者大会

开发者大会是科技公司为了宣布新产品、技术更新或策略变动而举办的活动。在这个视频中,提到了Google I/O和苹果的全球开发者大会(WWDC),这两个会议都是各自公司用来展示他们最新技术和产品的重要平台。

💡人工智能

人工智能(AI)是指让机器模拟人类智能行为的技术,包括学习、推理、自我修正等功能。在视频中,讨论了苹果和谷歌在AI领域的期待和预测,特别是他们在智能助手方面的进展。

💡Siri

Siri是苹果公司开发的智能个人助手,用户可以通过语音指令与之交互。在视频中,讨论了Siri可能的改进,包括基于Transformer模型的全新版本。

💡Gemini

Gemini是谷歌推出的AI模型,用于提升其智能助手的功能。在视频中,讨论了苹果可能使用Gemini来增强其AI能力,尤其是在Siri上的应用。

💡机器学习

机器学习是AI的一个分支,它使计算机系统能够通过经验自我改进。在视频中,提到了苹果一直在进行机器学习的研究和开发,但直到最近才开始公开宣称自己是AI公司。

💡隐私

隐私是指个人或实体的信息、数据和活动不受未经授权的侵入或公开。在视频中,讨论了苹果如何在保护用户隐私的同时发展AI技术,这是一个挑战,因为AI的发展往往需要大量数据。

💡Transformer

Transformer是一种深度学习模型,常用于处理自然语言处理任务。在视频中,讨论了苹果可能使用基于Transformer的模型来改进Siri。

💡键盘改进

键盘改进指的是对智能设备上的输入方法进行优化,以提高用户体验。在视频中,提到了苹果可能对iOS 17的键盘进行改进,以提供更好的自动完成和纠错功能。

💡数据集

数据集是用于训练机器学习模型的大量数据的集合。在视频中,讨论了苹果可能缺乏大型数据集来训练他们的AI模型,这可能限制了他们AI助手的能力。

💡本地AI与云端AI

本地AI指的是在设备上运行的AI模型,而云端AI则是在远程服务器上运行的模型。本地AI通常响应更快,而云端AI可以处理更复杂的任务。在视频中,讨论了苹果可能会如何平衡本地和云端AI技术的应用。

Highlights

Google和Apple都宣布了他们的开发者大会日期,预计在大会上会有很多关于人工智能的讨论。

Jaws在推特上表示,Google和Apple的大会将会非常令人惊叹,特别是关于AI的部分。

人们期待Apple在AI方面能有新的突破,特别是Siri的改进。

Apple在AI方面的宣传策略似乎有所改变,最近开始更多地提及AI。

Apple的AI策略与Google不同,更注重用户隐私和数据安全。

Apple可能在WWDC上展示多个产品线的AI集成,而不仅仅是Siri。

Google可能在Google IO大会上宣布与Apple的合作,尽管细节尚不清楚。

Google可能在大会上讨论其AI技术Gemini的进展和未来计划。

Apple和Google可能会在大会上讨论如何将AI技术更好地融入日常使用。

Apple可能会在大会上强调其在AI领域的长期投资和成果。

Google IO大会上可能会有关于Pixel新机型的发布。

Apple可能会在WWDC上发布Vision Pro的更新。

Google可能会在大会上讨论其与Samsung的合作以及在Android设备上的AI集成。

Apple可能会在WWDC上讨论如何在保护用户隐私的同时提升AI服务的效能。

Google IO大会上可能会有关于Google Assistant和Gemini合并的讨论。

Apple和Google的大会可能会讨论AI在不同设备上的应用,如手表和耳机。

Google可能会在大会上讨论其AI技术在多模态方面的进展。

Transcripts

00:02

well you know speaking of totally

00:03

different

00:05

worlds uh two very different developer

00:09

conferences invites went out like that

00:11

that was pretty solid I feel like Google

00:15

six Google and apple both announced uh

00:18

their developer conference dates this

00:20

summer Google IO and worldwide developer

00:23

conference being

00:24

apples um we expect very different

00:27

things at each of these and I guess but

00:29

also not really do we well we expect

00:32

similar things in different styles we

00:34

expect AI from both of them yeah well

00:36

maybe I'm getting ahead of myself but

00:38

Jaws tweeted it's going to be absolutely

00:41

incredible with both of those words

00:43

capitalized a in absolutely and I an

00:47

incredible Capital oh he thinks we're 12

00:52

so yeah AI probably we all got that but

00:55

I think yeah we all kind of been waiting

00:57

for this AI thing from Apple for forever

01:01

and it's this the invite is the Siri

01:03

colors and like we've been hearing all

01:05

these murmurings about you know chat GPT

01:08

and open AI but also Gemini and Google

01:12

and like what is Apple actually going to

01:13

do with AI on the iPhone even lately

01:16

I've seen um I've had just random

01:20

mentions of AI from Apple where they're

01:22

like oh yeah we've been an AI company

01:23

the whole time like we've had the most

01:25

advanced neural engine on our Apple

01:28

silicon chips for years now and I'm like

01:31

yeah you could I guess you could just

01:32

start saying that now you're not wrong

01:34

but you haven't been saying it like that

01:36

until just recently so it's kind of

01:38

interesting I would argue they are

01:40

wrong it's you could you could Silo in

01:44

an argument where they're like

01:46

technically right but also my argument

01:48

is that an incredible amount of things

01:52

that people are branding as AI now were

01:55

just machine learning that has been

01:57

happening for a very long time and it's

01:59

funny cuz Apple had never Apple never

02:01

says AI right and I made a whole video

02:03

about how Apple never says Ai and then

02:05

just recently they started being like Oh

02:06

yeah we oh yeah that's us AI for sure we

02:09

said it we've been doing it yeah I know

02:10

we say machine learning and neural

02:11

engine and all that stuff but like yeah

02:13

this is are they just going to suddenly

02:15

say AI a thousand times on stage this

02:17

year a dub dub I think they just wait a

02:19

really long time to make sure that

02:21

something is act like a new category is

02:24

actually sticking before they associate

02:26

themselves with it it's every feature in

02:28

the iPhone pretty much it's like

02:30

all of the new features have been out

02:32

already and then they just like waited

02:33

till it was definitely popular polished

02:35

the hell out of it and popped it out

02:38

yeah popular or like offered real real

02:41

utility to their customers because I

02:43

think there are plenty of things that

02:44

you could Off You could argue were way

02:46

way early in other phones but didn't

02:48

really offer utility and then it took

02:50

extra years for people to figure out oh

02:52

this is actually good for people yeah um

02:54

and there's so many little examples I'm

02:56

very very interested in what besides

02:59

like better Siri like a fully revamped

03:02

like Transformer based Siri which I

03:04

really hope exists uh they're going to

03:07

add because they're I really don't think

03:09

they're going to do like AI wallpapers

03:11

and all of that kind of stuff right

03:13

there's lots of those little things that

03:14

others have done first that aren't

03:16

necessarily that useful like AI

03:18

wallpapers but then there are some

03:21

things that I think are obvious wins

03:23

like well they've already done the

03:24

keyboard they've already done slightly

03:26

better Auto the keybo by the way I feel

03:28

like has made the keybo worse in I

03:31

actually haven't noticed anything

03:32

different for me it feels like the auto

03:35

the auto suggestions and auto correct

03:36

have just gotten way worse if I'm not

03:38

typing a word that's like a commonly

03:41

used like this morning I was trying to

03:43

type the word atres and my phone just

03:46

like I mean was not that's not the

03:49

phone it's from Dune it's from it's a

03:52

dune thing okay I don't think any

03:54

keybard would naturally get that one

03:57

well no no no no no it's it's not like

03:58

it was trying to

04:00

like it would it's not like I would

04:01

finish the word correctly and then it

04:03

would do it like if CU it does the

04:05

predictive what letter is coming next

04:07

yeah so if it if it really struggles to

04:09

know like it's almost the the touchcreen

04:11

is useless especially on my little tiny

04:13

mini phone yeah true true at trades it's

04:16

that is not a weird thing I'm just

04:18

saying that's just slightly above fata

04:20

for me just slightly above it I just

04:23

don't think I would know how to spell it

04:25

yeah but also like Transformers are are

04:27

trained on the Comon it of how often

04:31

words are used around other words it's

04:33

in the most popular movie right now

04:37

right now Andrew help me out I was gonna

04:40

make a joke who in here has seen Dune I

04:43

still haven't seen either of them no

04:45

haven't seen it no one besides Ellis has

04:47

seen Dune here wow Adam seen Dune one

04:49

Dune one oh was a trus in it a trades

04:52

yes but my argument is that they're

04:54

fictional names and characters and

04:56

places absolutely can't people to know

04:59

are typing them into their iPhones yeah

05:01

but that's not how this is trained mhm

05:03

it's not it's not real time it's trained

05:05

on like an existing data set of common

05:07

words uh really yeah there like it's

05:10

probably up to like 2022 or something

05:12

yeah and also other people so there is a

05:14

mechanism in the new iOS 17 keyboard

05:17

that learns based on the way that you

05:19

type right but it doesn't learn based on

05:21

the way that other iPhone users Ty so

05:23

does this mean I'm a fake fan of you

05:25

just have to start typing that I'm

05:27

clearly not typing aades you got well no

05:30

that's a great Point actually though

05:32

because I feel like that's Apple's whole

05:35

problem thus far is that they don't have

05:37

that giant data set of all their users

05:39

is why they're probably going to use

05:41

Gemini that's the whole argument they

05:43

don't like their whole thing is security

05:45

and we don't scrape your data and we

05:47

don't scrape other people's data and

05:48

give it to other people and with large

05:50

language models they're kind of boned

05:52

yeah I want to point I want to paint

05:53

this I want to paint this as clearly as

05:55

possible in order to have a really and

05:58

we I've phrased this many different ways

06:00

but in order to have the smartest

06:02

possible most useful AI like think of a

06:05

think of a real human assistant who's

06:06

going to help you out in order for that

06:08

person to be the most helpful for you

06:11

they need to know everything about you

06:14

right if they're going to start

06:15

scheduling your flights they need to

06:16

know oh do you like window seats do you

06:18

like usually fly out of this airport do

06:19

you like United or Delta they need to

06:21

know everything about you and so if

06:24

you're knowing everything about someone

06:27

you have a lot of data on them and and

06:29

minimal privacy but Apple's whole stance

06:32

and their whole policy is to keep as

06:35

little data as possible none if they can

06:37

help it and to know nothing about you

06:39

and to keep everything private as much

06:41

as possible which is great and very

06:43

Noble and super it's a big reason why a

06:45

lot of people like the iPhone but now

06:47

that means they by definition I think

06:50

cannot build the most helpful assistant

06:52

that knows everything about you yeah and

06:54

so how does Apple get around this like

06:56

Apple's Google's out here knowing

06:57

everything about you and giving you all

06:59

the

07:01

Poss yeah before you even know you want

07:04

that it's like I know you're about to

07:05

wake up so I'm going start helping you

07:07

out with the thing you're going to eat

07:08

for breakfast like it knows you super

07:09

well and so they're able to offer all

07:11

this helpful stuff which people like do

07:13

they partner do they compromise on that

07:17

that that policy that they have to let

07:20

Google in the door to collect or or to

07:22

at least use the data they already have

07:24

maybe they don't collect on the iPhone

07:25

but to use the they're going to do

07:27

Google has collected so much much data

07:30

over time and I think Apple's just going

07:31

to be like we're going to use that and

07:33

is that data a one toone match of what

07:36

they need or do iPhone users maybe use

07:38

their phones slightly differently than

07:40

the all the other users they already

07:41

have I don't know if that's going to

07:42

come up it seems more focused around

07:45

large language models I would guess yeah

07:47

and like natural language processing so

07:49

they'll probably use it for Siri mhm I

07:51

don't really see them using it for a lot

07:53

of other stuff which is why I'm actually

07:54

very curious cuz if this whole wwc is

07:57

supposed to be focused around AI

08:00

I imagine they're going to like for

08:02

multiple of their products say we added

08:05

some sort of AI to this but what else

08:07

besides Siri could they add AI to that

08:10

would make like a large Tang reminders I

08:13

was going to say the rumor did say like

08:15

iOS 18 right features so it was plural

08:19

so there are potentially many different

08:21

things in there that it could be added

08:22

to I guess like and when ja says

08:24

absolutely incredible it assumes that

08:26

that's going to be like the theme of the

08:28

yeah yeah so they'll probably PL of I'm

08:30

I'm super interested in both of these

08:32

happening and they being a connection

08:34

are they going to talk about each other

08:36

during their confence like apple has to

08:38

talk about Google no really you think

08:40

they're just going or do you think they

08:42

just say Gemini I don't think they're

08:43

even going to say you don't think

08:44

they're going to say gem at all I would

08:46

say that's probably part of the deal is

08:47

that they don't have to mention Google

08:49

at all it would be really impressive if

08:51

they never mentioned Google if they

08:53

literally partner this is gonna be a way

08:54

for him bet no no this well before we

08:57

get to it though did they mention go

08:59

when Google became the default search in

09:01

Safari did they talk about that at all

09:03

so long ago was it ever not the default

09:05

search I think they immediately I think

09:06

it was pretty immedi yeah interesting

09:09

and that was like back in 2008 okay yeah

09:11

when very different company now almost

09:13

not worth mentioning when they Apple

09:15

announced RCS was that in an event or

09:18

just that they were that was was random

09:20

press release relase it was I don't

09:21

think it was even a press release I

09:22

think it just went out and yeah they

09:24

seated it they seated a quote to a

09:26

journal yeah it wasn't even a press

09:28

release I it will be really interesting

09:30

I I know that these companies look like

09:33

they copy each other's feutures a lot so

09:35

when I'm trying to predict what they're

09:36

going to do I'm literally looking at

09:38

what's just happened with the past

09:39

couple Google events and even Samsung

09:41

like Circle to

09:42

search kind of an interesting feature

09:44

right something's on my screen I want to

09:46

just like quickly search that thing

09:49

online and bring you s results that

09:50

could be interesting or maybe IM message

09:53

you start planning a trip in a group

09:55

chat maybe this little assistant clippy

09:57

bot comes down and starts helping you

09:59

the trip it doesn't have to be clippy

10:01

cuz it's Apple not Microsoft but you

10:02

know I'm looking at other parallel

10:05

feature yeah just Craig's head floats

10:07

down it looks like you're trying to plan

10:08

yeah that's that's my thought process

10:11

for trying to figure out what other than

10:13

Siri Apple could be doing with AI yeah I

10:15

mean considering they update pretty much

10:18

every OS for all of their devices

10:21

hopefully we're going to see something

10:22

coming to like the watch and

10:26

iPad hod that was going to my question

10:29

because remember Google they announced

10:31

Gemini with like three different

10:33

versions I forgot which one was supposed

10:34

to be on the phone Pico or something

10:36

Nano thank um Apple has watches they

10:40

have earbuds like there's so many other

10:43

things computers yeah what is it going

10:46

to be like is it just plugged into I

10:47

would say Gemini Nano gets put on the

10:50

Apple watch on the on the watch see I

10:52

was going to say Nano gets put on the

10:53

phone or something similar to it you

10:56

know like probably but then what goes on

10:58

on the watch there's multiple features

11:00

coming to multiple devices I just don't

11:01

see it being a onetoone fix to like

11:04

other things yeah I don't know I'm well

11:06

there's also okay so there there's a

11:08

distinction between like local Ai and

11:10

cloud-based AI as well yeah the local

11:12

stuff is the best experience usually

11:14

it's the fastest like the live

11:16

translations if you just download the

11:17

language model or whatever you can do

11:18

live translations on the device that's

11:20

usually awesome which and apple was

11:22

pretty last WWDC they mentioned a lot of

11:25

local learning like being Incorporated

11:28

to so many different things so is this

11:29

like a an aspect of they're going to

11:31

keep the local stuff themselves and then

11:34

Outsource the kind of I actually believe

11:36

that the rumor when we talked about this

11:38

I think two weeks ago maybe this

11:39

happened the rumor was specifically that

11:42

Apple was Outsourcing it to Google for

11:43

the cloud-based AI stuff I forget if it

11:46

was that but it I remember the article

11:48

very much feeling like Gemini wasn't

11:50

taking over all of AI that it was

11:52

features and that this is going to be

11:53

kind of split in I it's mostly going to

11:55

be for the cloud stuff okay yeah so yeah

11:59

could be interesting and then of course

12:01

Google IO uh which can we make the BET

12:03

first oh yeah sorry do we is it just do

12:06

we think they mention Google or Gemini

12:09

do we think that the word Google is said

12:11

on stage or or Gemini Google or gemini

12:14

or do we think like I don't think they

12:15

say either you don't think either what

12:17

do you think wow that's a tough one I

12:22

think if we really think they're

12:24

partnering and and using I don't I don't

12:26

think they actually will be partnering

12:27

so I'm going to go with no think you

12:29

think that the rumor is false I think

12:32

yeah really I think they're going to try

12:34

to do as much on device as possible and

12:36

that's going to be the the hill that

12:38

they die on and they're going to want to

12:40

over time be able to bring more and more

12:42

things on device but they might just

12:43

take a stance against going to the cloud

12:46

for these slow experiences cuz Siri is I

12:49

mean that's Siri's bad like that's

12:51

people I mean I don't know if they know

12:53

how bad Siri is but I think that that's

12:55

more likely that they just try to keep

12:57

everything local and on device so they

12:58

don't send your information somewhere

13:00

and and hopefully that doesn't get

13:01

breached well but but you can

13:03

incorporate Gemini into things where

13:06

Gemini is pulling from all the other

13:07

sources it's learning from but Apple

13:10

doesn't have to put your stuff into it

13:12

right yeah I don't think that Apple will

13:15

use a local Gemini model I think they'll

13:18

only use Gemini for cloudbased AI that

13:21

they need the cloud for I think if they

13:23

do use Gemini then they've got to say it

13:25

at least once I don't think they're

13:26

going to say it at at all okay let's

13:29

assume that they will use Gemini okay I

13:31

think that they will say the name I'm

13:33

going to say they're not going to say

13:34

the I'm going to say they're going to

13:35

say Google and Gemini I don't think

13:37

they're gonna say either I I'm I'm

13:39

saying it as a I think it'll be funny if

13:42

they do and I'm gonna say screw it let's

13:44

let's I think they're going I like this

13:45

bet that's a good bet okay that's a good

13:47

bet okay speak Google also we're just

13:49

gonna we're just gonna skip Vision

13:52

OS that's a whole another thing is like

13:54

we expect Vision Pro updates probably at

13:56

WWDC yeah but we don't know what they

13:58

will be I was actually thinking about

14:00

that last week it was like it's kind of

14:01

exciting that now we get these whole big

14:04

updates for the Vision Pro as well yeah

14:06

that's kind of cool like cuz usually

14:08

they introduce iPhone features that we

14:10

didn't even think of and we're like that

14:11

makes a lot of sense that's really dope

14:13

yeah and is that going to happen for

14:14

Vision Pro or they they're probably just

14:16

going to introduce the things that

14:17

people have been complaining about I

14:19

would would be nice which would be nice

14:21

my guess is at WWDC we're going to see a

14:23

lot of especially this first time around

14:25

it's only been out for a few months it's

14:27

going to be like a bunch of different

14:28

progr that helps developers create

14:31

inside of it better where us three won't

14:34

have any idea what any of that really

14:35

means they'll definitely highlight like

14:36

how many how many apps have come out for

14:38

it since launch and things like that and

14:40

some of the highlights and the best apps

14:42

and oh personas are out of beta now or

14:44

they're they're version 1.1 or something

14:46

and they're better than last time stuff

14:48

like that yeah I think it'll be a minor

14:51

Vision OS thing you think I think so I

14:54

mean minor minor to us minor to the

14:55

consumer I'm sure developers they'll be

14:57

it only have been out for mon by the

14:59

time WWDC happens so it's fair but but

15:03

add that to the list of like 19 OS that

15:06

they've got to up exactly tvos Vision OS

15:09

iOS Mac OS Etc but okay Google IO Google

15:13

we've seen endless leaks of uh possible

15:15

pixel what is it 8A 8 and we I think

15:18

expect that to finally be unveiled at

15:20

least and then I still wish they would

15:23

just drop it with the mainline phones

15:25

and and be on the same number yeah

15:27

nothing's stopping them yeah Nothing is

15:30

Stopping Google's St because they make a

15:33

$350 phone and Google's is $500 now yeah

15:35

they don't want to maybe they just want

15:36

to overshadow their more expensive

15:38

phones who would buy a $900 pixel if the

15:40

$350 pixel came out the same

15:43

day yeah and we were we were also

15:45

talking about how the AA is basically

15:46

the eight yeah so so I guess I have to

15:49

never mind I get it all right they could

15:51

yeah it's a it's like a midle refresh in

15:53

a way or like a midcycle like hey you

15:56

can buy this slightly cut down one I

15:58

guess we're expecting the updates on

16:00

Gemini on the phone versus assistant on

16:01

the phone cuz at this very moment in

16:04

time it's not clear why people should be

16:07

moving from one to the other I do have a

16:09

potential Theory and it might be too

16:11

early for this okay but I assume we can

16:14

probably assume that the eventual plan

16:16

is to either deprecate assistant or

16:19

deprecate Gemini and eventually merge

16:21

them into one or actually probably

16:24

what's going to happen is because right

16:26

now Gemini the official name is like

16:30

Google Gemini powered by Gemini Ultra

16:32

1.5 or something like that and be I

16:35

think they're doing that very

16:36

intentionally so that they can like get

16:39

recognition for the model so that later

16:43

they can say Google assistant is now

16:45

powered by Gemini Ultra

16:48

2.4 so it's still the model so I imagine

16:52

and this is just a theory that maybe at

16:54

this Google IO they'll announce they're

16:57

working on merging them M so that

16:59

everything is just Google assistant

17:01

again I thought you were going to say

17:02

the more Google thing of kill both of

17:06

them new one it's called Google

17:10

Messenger it's called

17:11

Hangouts I do think I do hope we see

17:14

something though that's not this make

17:16

the decision between assistant on your

17:18

phone or Gemini on your pH that's AB

17:20

absurd it feels like they need to mix

17:23

them they're eventually I assume going

17:24

to mix them but I I just would like that

17:26

to happen sooner rather than later

17:29

honestly the biggest update I'm

17:30

expecting and then obviously Android

17:32

updates as well in general but uh yeah

17:36

very different style yeah so similar

17:39

question before assuming Gemini is going

17:43

to the iPhone does Google talk about

17:46

Apple no just Google and how they're

17:48

going to be powering things on the

17:51

iPhone maybe which is also funny because

17:53

it's earlier than WWDC oh they they

17:56

couldn't they they can't they would be

17:59

think so I don't think Apple cuz it

18:00

would yeah cuz Apple hasn't announced

18:02

anything AI related yet imagine Sundar

18:04

on stage like by the way we're going to

18:06

power whatever Apple's coming out with

18:08

in the next month they might say

18:11

something like we've we've established

18:13

some leading industry partners that

18:15

you're going to are going to be exciting

18:17

in the they'll be cryptic about that for

18:19

sure I do think it's harder but they

18:21

have announced things before like with

18:23

Samsung before Samsung's announced

18:25

things right at IO I know it's different

18:28

I know I know I'm just saying it's not

18:30

that wild of an interesting yeah no

18:32

they'll be I'm sure they'll announce

18:33

some some feature stuff that we don't

18:35

see coming I hope they do I hope they

18:37

say something about working with apple

18:38

here's the here's a I would love this

18:41

bet who will say AI more on on stage and

18:44

why is it Google Google go they will say

18:47

it Google's taking what they did last

18:48

year and they're they're imping it up

18:51

wait actually here's the BET will will

18:53

Google say AI more or less times than

18:55

last I yeah what's the over under yeah

18:57

what is last

19:00

something oh let me just find that out

19:02

real quick Andrew oh no I'm waiting

19:05

someone super cut someone's got to get

19:08

get the super cut machine ready because

19:10

we got to use that to count how many

19:11

times they say it was 137 I was say we

19:14

could throw thatt I said 150 dang wow

19:18

okay yeah 137 over under

19:23

150 it's going to be hard to say it more

19:26

you remember that last presentation

19:28

right they literally we're saying it

19:29

non-stop it's like every sentence uh I'm

19:33

going under because I think they'll say

19:35

more different types of buzzword like

19:37

models and large language and stuff like

19:40

that they're going to say multimodal

19:42

like eight times as many times as they

19:44

did last time yeah they need to flex

19:47

what's different about Gemini versus the

19:49

other models and unless GPT 5 comes out

19:52

which I I'm assuming is going to be

19:53

multimodal unless that comes out before

19:56

IO they're going to flex the hell out of

19:58

it so your over

20:00

under over one over

20:04

137 I'm

20:06

under I would say if Google wants to

20:08

flex they should pretend to just move on

20:11

from AI they should be like age other

20:13

companies are just now getting to AI

20:15

we're on

20:17

to S aai super Advanced AI here we are

20:21

it for our not AI yeah AI Type R do you

20:25

think oh my god do you think of Apple at

20:28

dub uh mentions Google they'll uh

20:31

they'll say gift from

20:33

Google do you think the audience will

20:35

boo they mention Google that be so funny

20:38

if we're there we'll boo okay so uh yeah

20:41

I'm going under because I do think that

20:45

eventually the terminology AI is going

20:48

to just get tired and people are it's

20:51

going to be the same as machine learning

20:53

big data Internet of Things it's the

20:55

same with all of these buzzwords like

20:57

everyone uses them for a while so that

20:59

the stock price goes up and then

21:00

eventually when it's the industry Norm

21:02

people just start stop talking we're in

21:04

the thick of it now I feel like we're in

21:05

the thick of it we're in the thick of it

21:06

but I also think last year was

21:09

thicker uh I would argue this year's

21:12

there's more going on I think it's more

21:14

in the public knowledge at least than

21:17

last year Apple says it so little that

21:19

if this is the first year they say AI

21:21

100 times on stage everyone's ships

21:24

lifted from that if you're in the AI

21:26

boat which is why Google has the chance

21:28

to like separate themselves again and be

21:30

like we we're Beyond AI we're even

21:32

better we're in the

21:34

Galaxy speaking of speaking of Galaxy

21:37

speaking of Galaxy I'm I'm going over I

21:39

think that happens I agree with both of

21:40

you that goes next year I'm say I'm

21:43

going to say under all right okay

21:45

Ellis uh I'm gonna take I'm gonna take

21:47

the over

21:50

really yes I think they're gonna start

21:52

on Pace to be over cuz Sundar is going

21:54

to open with a monologue about AI if I

21:56

run on stage and yell AI a bunch of

21:58

sometimes does that count yes it's they

22:02

will have to use it like more than once

22:04

a minute every minute of IO I's two

22:08

hours exactly which is 120 minutes but

22:11

they easily I mean they did that last

22:12

year no that's what I'm saying so I'm

22:13

I'm I'm taking the dude every 20 seconds

22:17

for two hours if they hit the uh I think

22:19

there's a chance go back and watch some

22:21

of the early minutes of last year's I it

22:23

is far greater than every two minutes if

22:26

they partner with that Audio company II

22:28

does that that count do we get three

22:30

there I'm almost expecting some sort of

22:32

meme about it at some point where they

22:34

just go ai ai ai a i ai ai like just as

22:38

like a the Whopper song Whopper Whopper

22:40

chicken Whopper yeah I I don't know if

22:43

Google would meme it but I I'm I'm going

22:47

under hey thanks for watching this clip

22:49

make sure you leave a like also ring

22:53

dingding da ba ba ARA ba B ba BBA

22:59

ding ding this is crazy

23:13

frog it's B

23:18

Mow oh it's different every time though

23:20

then it's ding ding goes back to bam

23:23

yeah then it's

23:24

uh long at the bottom at the botom the

23:29

Google lyrics it says translate to

23:34

English it's the exact

23:36

same no no no it's not da da translate

23:39

to yes yes oh it's Russian yeah da da

23:42

crazy frog is Russian that's

23:45

[Music]

23:56

incredible