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hapticmonkeytoday at 3:55 AM2 repliesview on HN

Apple aren’t in the business of building chatbots to impress investors (other than some WWDC2024 vaporware they’d rather not talk about any more). They’re in the business of consumer hardware.

Consumers want iPhones and (if Apple are right) some form of AR glasses in the next decade. That’s their focus. There’s a huge amount of machine learning and inference that’s required to get those to work. But it’s under the hood and computed locally. Hence their chips. I don’t see what Apple have to gain by building a competitor to what OpenAI has to offer.


Replies

discordancetoday at 4:55 AM

~25% of Apple's revenue came from services in FY25 (and 50% from iPhone, ~25% from other hardware). They made $415B in that year, so ~$100B from services alone!

smt88today at 5:00 AM

Consumers don't necessarily want iPhone. They don't want to be excluded from iMessage, which is a completely different motivation.

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