There is a famous statement fr

There is a famous statement from Warren Buffet. Everybody look good during high tide. Only in tge low tide than you know who is naked.

Unfortunately Buffet is already naked now with more than half his holdings in Apple. Just recently Hattheway announced it will not regularly disclose its holding and now we know tgey sold US$35 billion of Apple shares.

When a man see his life work all in danger, he will said things to give confidence to Apple. Investors be careful here, after he sold everything, his subordinates can simply said since the last AGM we have reasses and holding Apple for long term is not in line with Hattaway's strategy. Nobody can blame him as he has to protect the company and its investors.

Apple’s AI Future Can Be Summed up with a Big Question Mark

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Only in tge low tide than you know who is naked.</p>\n<p><br></p>\n<p>Unfortunately Buffet is already naked now with more than half his holdings in Apple. &nbsp;Just recently Hattheway announced it will not regularly disclose its holding and now we know tgey sold US$35 billion of Apple shares.</p>\n<p>When a man see his life work all in danger, he will said things to give confidence to Apple. &nbsp;Investors be careful here, after he sold everything, his subordinates can simply said since the last AGM we have reasses and holding Apple for long term is not in line with Hattaway's strategy. &nbsp;Nobody can blame him as he has to protect the company and its investors.</p></body></html>","htmlText":"<html><head></head><body><p>There is a famous statement from Warren Buffet. &nbsp;Everybody look good during high tide. Only in tge low tide than you know who is naked.</p>\n<p><br></p>\n<p>Unfortunately Buffet is already naked now with more than half his holdings in Apple. &nbsp;Just recently Hattheway announced it will not regularly disclose its holding and now we know tgey sold US$35 billion of Apple shares.</p>\n<p>When a man see his life work all in danger, he will said things to give confidence to Apple. &nbsp;Investors be careful here, after he sold everything, his subordinates can simply said since the last AGM we have reasses and holding Apple for long term is not in line with Hattaway's strategy. &nbsp;Nobody can blame him as he has to protect the company and its investors.</p></body></html>","text":"There is a famous statement from Warren Buffet. Everybody look good during high tide. Only in tge low tide than you know who is naked. Unfortunately Buffet is already naked now with more than half his holdings in Apple. Just recently Hattheway announced it will not regularly disclose its holding and now we know tgey sold US$35 billion of Apple shares. When a man see his life work all in danger, he will said things to give confidence to Apple. Investors be careful here, after he sold everything, his subordinates can simply said since the last AGM we have reasses and holding Apple for long term is not in line with Hattaway's strategy. Nobody can blame him as he has to protect the company and its investors.","highlighted":1,"essential":1,"paper":1,"likeSize":36,"commentSize":0,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/303976104726744","repostId":2434702687,"repostType":4,"repost":{"id":"2434702687","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1715225765,"share":"https://www.laohu8.com/m/news/2434702687?lang=&edition=full","pubTime":"2024-05-09 11:36","market":"us","language":"en","title":"Apple’s AI Future Can Be Summed up with a Big Question Mark","url":"https://stock-news.laohu8.com/highlight/detail?id=2434702687","media":"Dow Jones","summary":"How will 'Apple Intelligence' differ from Google, Amazon and other rivals?It's fascinating to wonder where Apple Inc.  would be today and what it would be doing in artificial intelligence if co-founder Steve Jobs were still at the helm. Apple's current AI strategy can be summed up with a big question mark.\"Apple Intelligence,\" Apple's AI, has at least three key things going for it: data, unrivaled form factors, and Apple's capex-light model.So will Apple use its access to a potential treasure trove of user data to its advantage in AI?The answer is yes - with a twist. Apple is focusing all of its efforts on running AI on the device itself, or at the \"edge\" as it is known. Apple's privacy policy simply limits the extraction and centralization of user data - but Apple has no qualms about using user data to improve the functionality of its devices, as long as the data never leaves the device. In order to","content":"<html><head></head><body><p>How will ‘Apple Intelligence’ differ from Google, Amazon and other rivals?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a091f2dea153047e406215861c49272b\" alt=\"We don’t yet know the specifics of Apple’s AI plans.\" title=\"We don’t yet know the specifics of Apple’s AI plans.\" tg-width=\"923\" tg-height=\"613\"/><span>We don’t yet know the specifics of Apple’s AI plans.</span></p><p><em>Computers “can amplify an inherent intellectual ability that man has, and really take care of a lot of drudgery, to free people to do much more creative work.</em>” — <em>Steve Jobs in 1981.</em></p><p style=\"text-align: start;\">It’s fascinating to wonder where Apple Inc. would be today and what it would be doing in artificial intelligence if co-founder Steve Jobs were still at the helm. Apple’s current AI strategy can be summed up with a big question mark.</p><p>We don’t yet know the specifics of the company’s plans, although Apple on Tuesday did announce its first purpose-built AI product, the new iPad Pro. Apple is expected to reveal much more about its AI strategy at its annual Worldwide Developers Conference (WWDC) on June 10.</p><p>Apple actually has a lot of history in AI and machine learning, although it hasn’t always been positive. For example, it’s absolutely flabbergasting that Apple has not improved Siri. Perhaps it’s a testament to how much the quality of AI is determined by the power of the chips that it runs on. Other than detecting your voice saying “Hey Siri,” almost all of Siri’s functionality is empowered by the cloud.</p><p>Besides Siri, Apple has experience using AI and machine learning in Apple Photos, Maps, Music, and many other parts of the Apple ecosystem. Furthermore, Apple’s facial-recognition feature uses deep learning to analyze facial structures. Apple has also modified its custom silicon products for its devices to incorporate neural engines that make AI and machine-learning workloads run much faster.</p><h2 id=\"id_482143001\">What will ‘Apple Intelligence’ (AI) look like?</h2><p>“Apple Intelligence,” Apple’s AI, has at least three key things going for it: data, unrivaled form factors, and Apple’s capex-light model.</p><p>If you are an iPhone or Mac user, Apple arguably knows all about you. This is incredibly powerful and valuable data for Apple, which can be used to dramatically improve the quality and utility of the AI. However, using this data to train an AI or otherwise directly attempt to monetize it would run contrary to one of Apple’s core values: privacy. Apple reportedly collects only minimal data about its users. Its Maps data, for example, does not associate the actual user with the location. Rather, it uses random identifiers that are regularly reset to avoid creating a profile of movements and searches. </p><p style=\"text-align: start;\">So will Apple use its access to a potential treasure trove of user data to its advantage in AI? The answer is yes — with a twist. Apple is focusing all of its efforts on running AI on the device itself, or at the “edge” as it is known. Apple’s privacy policy simply limits the extraction and centralization of user data — but Apple has no qualms about using user data to improve the functionality of its devices, as long as the data never leaves the device. In order to achieve this goal, Apple has to make extremely powerful and efficient chips that are able to run AI on the device, rather than in the cloud. The real question is whether Apple can come up with a combination of software and hardware that will allow for AI training on the device, not just inference.</p><p style=\"text-align: start;\">Apple will likely use some combination of on-device AI and federated learning to train its AI models so that it can continue to say it is protecting user privacy. Ultimately, our data is being used by Apple and others to monetize products and services. It’s foolish to think you can be part of the Apple ecosystem and not have your data used to further monetize you as a user.</p><p style=\"text-align: start;\">Possibly, Apple can build AI that acts like an agent and less like a chatbot. ChatGPT, Google Gemini, Anthropic Claude, and other AIs right now simply operate in a question-and-answer format. They do not currently have the capability to actually do anything for you. If Apple can figure out a way to incorporate AI into the OS so that it can not only respond like a human, but act like a human, then that will take AI to the next level. </p><p style=\"text-align: start;\">Apple could potentially build out Siri (or a new voice agent) that could book your Uber to your favorite restaurant. Instead of telling you what your schedule looks like for next Tuesday, it will be able to set up meetings using video-conferencing software and send invitations to all of the participants.</p><p style=\"text-align: start;\">Obviously, the potential for an AI that is built into the operating system of the iPhone, Mac, Vision Pro or other device that has the capability to interact with your apps and do things for you is tremendous. This AI won’t likely be a standalone profit center for Apple, but it would further drive iPhone adoption and pull forward iPhone upgrade cycles.</p><p style=\"text-align: start;\">One final big advantage for Apple in AI is that it will be a capex-light strategy. Alphabet, Microsoft, Amazon and Tesla will be spending more than $200 billion combined this year alone on building AI data centers. Apple actually will be a beneficiary of this spending, because it will gain access to the best compute available to use in its products without the expense. Apple already works with all of the major cloud-service providers — Alphabet, Microsoft and Amazon — and will be able to leverage their advanced compute to build its own AI.</p><p>No doubt, Apple AI will be useful and exciting once it’s here. It may not be a massive growth driver for Apple, but it will be a great addition to the already powerful Apple ecosystem, and will continue to entrench Apple as the world’s leader in computing hardware.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s AI Future Can Be Summed up with a Big Question Mark</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s AI Future Can Be Summed up with a Big Question Mark\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-09 11:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>How will ‘Apple Intelligence’ differ from Google, Amazon and other rivals?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a091f2dea153047e406215861c49272b\" alt=\"We don’t yet know the specifics of Apple’s AI plans.\" title=\"We don’t yet know the specifics of Apple’s AI plans.\" tg-width=\"923\" tg-height=\"613\"/><span>We don’t yet know the specifics of Apple’s AI plans.</span></p><p><em>Computers “can amplify an inherent intellectual ability that man has, and really take care of a lot of drudgery, to free people to do much more creative work.</em>” — <em>Steve Jobs in 1981.</em></p><p style=\"text-align: start;\">It’s fascinating to wonder where Apple Inc. would be today and what it would be doing in artificial intelligence if co-founder Steve Jobs were still at the helm. Apple’s current AI strategy can be summed up with a big question mark.</p><p>We don’t yet know the specifics of the company’s plans, although Apple on Tuesday did announce its first purpose-built AI product, the new iPad Pro. Apple is expected to reveal much more about its AI strategy at its annual Worldwide Developers Conference (WWDC) on June 10.</p><p>Apple actually has a lot of history in AI and machine learning, although it hasn’t always been positive. For example, it’s absolutely flabbergasting that Apple has not improved Siri. Perhaps it’s a testament to how much the quality of AI is determined by the power of the chips that it runs on. Other than detecting your voice saying “Hey Siri,” almost all of Siri’s functionality is empowered by the cloud.</p><p>Besides Siri, Apple has experience using AI and machine learning in Apple Photos, Maps, Music, and many other parts of the Apple ecosystem. Furthermore, Apple’s facial-recognition feature uses deep learning to analyze facial structures. Apple has also modified its custom silicon products for its devices to incorporate neural engines that make AI and machine-learning workloads run much faster.</p><h2 id=\"id_482143001\">What will ‘Apple Intelligence’ (AI) look like?</h2><p>“Apple Intelligence,” Apple’s AI, has at least three key things going for it: data, unrivaled form factors, and Apple’s capex-light model.</p><p>If you are an iPhone or Mac user, Apple arguably knows all about you. This is incredibly powerful and valuable data for Apple, which can be used to dramatically improve the quality and utility of the AI. However, using this data to train an AI or otherwise directly attempt to monetize it would run contrary to one of Apple’s core values: privacy. Apple reportedly collects only minimal data about its users. Its Maps data, for example, does not associate the actual user with the location. Rather, it uses random identifiers that are regularly reset to avoid creating a profile of movements and searches. </p><p style=\"text-align: start;\">So will Apple use its access to a potential treasure trove of user data to its advantage in AI? The answer is yes — with a twist. Apple is focusing all of its efforts on running AI on the device itself, or at the “edge” as it is known. Apple’s privacy policy simply limits the extraction and centralization of user data — but Apple has no qualms about using user data to improve the functionality of its devices, as long as the data never leaves the device. In order to achieve this goal, Apple has to make extremely powerful and efficient chips that are able to run AI on the device, rather than in the cloud. The real question is whether Apple can come up with a combination of software and hardware that will allow for AI training on the device, not just inference.</p><p style=\"text-align: start;\">Apple will likely use some combination of on-device AI and federated learning to train its AI models so that it can continue to say it is protecting user privacy. Ultimately, our data is being used by Apple and others to monetize products and services. It’s foolish to think you can be part of the Apple ecosystem and not have your data used to further monetize you as a user.</p><p style=\"text-align: start;\">Possibly, Apple can build AI that acts like an agent and less like a chatbot. ChatGPT, Google Gemini, Anthropic Claude, and other AIs right now simply operate in a question-and-answer format. They do not currently have the capability to actually do anything for you. If Apple can figure out a way to incorporate AI into the OS so that it can not only respond like a human, but act like a human, then that will take AI to the next level. </p><p style=\"text-align: start;\">Apple could potentially build out Siri (or a new voice agent) that could book your Uber to your favorite restaurant. Instead of telling you what your schedule looks like for next Tuesday, it will be able to set up meetings using video-conferencing software and send invitations to all of the participants.</p><p style=\"text-align: start;\">Obviously, the potential for an AI that is built into the operating system of the iPhone, Mac, Vision Pro or other device that has the capability to interact with your apps and do things for you is tremendous. This AI won’t likely be a standalone profit center for Apple, but it would further drive iPhone adoption and pull forward iPhone upgrade cycles.</p><p style=\"text-align: start;\">One final big advantage for Apple in AI is that it will be a capex-light strategy. Alphabet, Microsoft, Amazon and Tesla will be spending more than $200 billion combined this year alone on building AI data centers. Apple actually will be a beneficiary of this spending, because it will gain access to the best compute available to use in its products without the expense. Apple already works with all of the major cloud-service providers — Alphabet, Microsoft and Amazon — and will be able to leverage their advanced compute to build its own AI.</p><p>No doubt, Apple AI will be useful and exciting once it’s here. It may not be a massive growth driver for Apple, but it will be a great addition to the already powerful Apple ecosystem, and will continue to entrench Apple as the world’s leader in computing hardware.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4535":"淡马锡持仓","BK4220":"综合零售","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4538":"云计算","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4559":"巴菲特持仓","AAPL":"苹果","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4097":"系统软件","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0823411888.USD":"法巴消费创新基金 Cap","LU0079474960.USD":"联博美国增长基金A","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4548":"巴美列捷福持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4555":"新能源车"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2434702687","content_text":"How will ‘Apple Intelligence’ differ from Google, Amazon and other rivals?We don’t yet know the specifics of Apple’s AI plans.Computers “can amplify an inherent intellectual ability that man has, and really take care of a lot of drudgery, to free people to do much more creative work.” — Steve Jobs in 1981.It’s fascinating to wonder where Apple Inc. would be today and what it would be doing in artificial intelligence if co-founder Steve Jobs were still at the helm. Apple’s current AI strategy can be summed up with a big question mark.We don’t yet know the specifics of the company’s plans, although Apple on Tuesday did announce its first purpose-built AI product, the new iPad Pro. Apple is expected to reveal much more about its AI strategy at its annual Worldwide Developers Conference (WWDC) on June 10.Apple actually has a lot of history in AI and machine learning, although it hasn’t always been positive. For example, it’s absolutely flabbergasting that Apple has not improved Siri. Perhaps it’s a testament to how much the quality of AI is determined by the power of the chips that it runs on. Other than detecting your voice saying “Hey Siri,” almost all of Siri’s functionality is empowered by the cloud.Besides Siri, Apple has experience using AI and machine learning in Apple Photos, Maps, Music, and many other parts of the Apple ecosystem. Furthermore, Apple’s facial-recognition feature uses deep learning to analyze facial structures. Apple has also modified its custom silicon products for its devices to incorporate neural engines that make AI and machine-learning workloads run much faster.What will ‘Apple Intelligence’ (AI) look like?“Apple Intelligence,” Apple’s AI, has at least three key things going for it: data, unrivaled form factors, and Apple’s capex-light model.If you are an iPhone or Mac user, Apple arguably knows all about you. This is incredibly powerful and valuable data for Apple, which can be used to dramatically improve the quality and utility of the AI. However, using this data to train an AI or otherwise directly attempt to monetize it would run contrary to one of Apple’s core values: privacy. Apple reportedly collects only minimal data about its users. Its Maps data, for example, does not associate the actual user with the location. Rather, it uses random identifiers that are regularly reset to avoid creating a profile of movements and searches. So will Apple use its access to a potential treasure trove of user data to its advantage in AI? The answer is yes — with a twist. Apple is focusing all of its efforts on running AI on the device itself, or at the “edge” as it is known. Apple’s privacy policy simply limits the extraction and centralization of user data — but Apple has no qualms about using user data to improve the functionality of its devices, as long as the data never leaves the device. In order to achieve this goal, Apple has to make extremely powerful and efficient chips that are able to run AI on the device, rather than in the cloud. The real question is whether Apple can come up with a combination of software and hardware that will allow for AI training on the device, not just inference.Apple will likely use some combination of on-device AI and federated learning to train its AI models so that it can continue to say it is protecting user privacy. Ultimately, our data is being used by Apple and others to monetize products and services. It’s foolish to think you can be part of the Apple ecosystem and not have your data used to further monetize you as a user.Possibly, Apple can build AI that acts like an agent and less like a chatbot. ChatGPT, Google Gemini, Anthropic Claude, and other AIs right now simply operate in a question-and-answer format. They do not currently have the capability to actually do anything for you. If Apple can figure out a way to incorporate AI into the OS so that it can not only respond like a human, but act like a human, then that will take AI to the next level. Apple could potentially build out Siri (or a new voice agent) that could book your Uber to your favorite restaurant. Instead of telling you what your schedule looks like for next Tuesday, it will be able to set up meetings using video-conferencing software and send invitations to all of the participants.Obviously, the potential for an AI that is built into the operating system of the iPhone, Mac, Vision Pro or other device that has the capability to interact with your apps and do things for you is tremendous. This AI won’t likely be a standalone profit center for Apple, but it would further drive iPhone adoption and pull forward iPhone upgrade cycles.One final big advantage for Apple in AI is that it will be a capex-light strategy. Alphabet, Microsoft, Amazon and Tesla will be spending more than $200 billion combined this year alone on building AI data centers. Apple actually will be a beneficiary of this spending, because it will gain access to the best compute available to use in its products without the expense. Apple already works with all of the major cloud-service providers — Alphabet, Microsoft and Amazon — and will be able to leverage their advanced compute to build its own AI.No doubt, Apple AI will be useful and exciting once it’s here. It may not be a massive growth driver for Apple, but it will be a great addition to the already powerful Apple ecosystem, and will continue to entrench Apple as the world’s leader in computing hardware.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BRK.B","BRK.A"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":587,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/303976104726744"}