whether apple chooses google or openai for their major ios AI release is the biggest question in AI google already spends $15b with Apple to be the default browser will they spend $15b to be the default LLM? how do past relationships btwn msft/goog/appl impact it?
@alexandr_wang thought this was already a done deal with apple x google, no?
@alexandr_wang I don't think Google would be a good option for Apple when it comes to AI environments, given their poor models with even large tokens. On the other hand, OpenAI has added value and simplicity to their models, ranging from GPT-1 to GPT-4.
@alexandr_wang if it goes to openAI, then openAI will eventually become a $1T company. if it goes to google, then we'll be living in a google/apple duopoly. it'll be up to meta, openAI and anthropic to be the counterbalance
@alexandr_wang You mean "default search engine" in Safari, *not* "default browser." Directionally correct, specifically inaccurate, and spelled out in the actual contract.
@alexandr_wang What if Apple simply partners with Nvidia. Why pay these other companies a markup?
@alexandr_wang 3/ iOS core LLM will become identical to the one in Android. That will heavily delute iOS devices advantage if LLMs become a central piece of fhe upcoming releases
@alexandr_wang If you look carefully at the paces of change with MLX and Apple silicon (M4 coming), it's reasonable to ask whether Apple will need either Google or OpenAI. On-device training and inference is already here with Apple, and headed into crazy-land (e.g. 500+GB integrated memory).
@alexandr_wang Alex, despite your success, there is not a single submariner in sight. what went wrong?