The AI Mafia: Why OpenAI's partnership with Apple matters

DEEPER DIVE: LOOKING LIKE AN AI-OLIGOPOLY

OpenAI integrates with iPhones in new industry-shaking Apple partnership

OpenAI is officially in bed with big tech. Apple announced a blockbuster partnership with OpenAI, putting ChatGPT across iPhones AND their entire suite of Apple apps.

• Apple will integrate ChatGPT into its digital assistant Siri, allowing users to access ChatGPT's capabilities through voice commands on iPhones, iPads, and Macs.

• ChatGPT will also be integrated into Apple's writing & image tools, enabling users to generate text & images in emails and messages.

Takeaway: Apple owns distribution (iPhones). OpenAI owns the tech (ChatGPT). Both gain major moats against competitors, which is why they’re raising flags for anti-trust regulators.

Google Chrome used a similar strategy when it partnered with every Android device make to have Chrome installed by default - which is why Chrome dominates with a 65% market share. OpenAI is on a similar path, making ChatGPT the default on Apple devices, and doing so in under 2 years.

It’s even causing Elon to ban Apple Devices from his companies. But maybe it’s because he’s still bitter about Sam…

2 HOURS IN 30 SECONDS

2024 Apple Conference Recap: 9 cool updates that actually matter to you

• You get AI, you get AI, everyone gets AI: Apple is rolling out AI to every Apple product, powered by ChatGPT. That’s 1.5B Apple users that will be exposed to AI tools.

• iMessages texts can now be scheduled

• Siri will actually be useful, you can now ask it to “pull up the podcast that Matt sent to me last week” and many other Siri Actions

• Photos App will have a built-in image generator (good for memes?)

• Photos App will allow you to filter out screenshots

• Apple Cash: Now has tap to cash, but am I switching from Venmo… 🤔

• Airpod Pro 2 AI-enhanced noise control: Even better background noise

• Apple Maps lets you download hiking trails, for free (👀 unlike AllTrails)

• Safari will automatically highlight the best parts of a webpage

If you prefer video (and a weird metaverse presentation), this is a great Youtube summary from the Verge.

OVERHYPED OR REAL?

China is finally competing with OpenAI; releases new video AI, and it’s amazing & terrifying

Kling AI is a new video generation AI released by Kuaishou, a chinese-based TikTok competitor - and the video demo is amazing (see it yourself here) but…

• It ain’t real if it’s a demo: The general consensus in the AI industry is that demos are usually edited or cherrypicked. Without a public release, it’s all smoke and mirrors.

• Public waitlist: Unlike Sora, Kling AI has intentions to release the video AI to the public. Which is terrifying because my parents are already fooled by fake AI images on Facebook.

• “We are in a post-truth era”: By the end of the year, we’ll need to question everything we see online. And with elections in November, it’ll be chaotic.

Takeaway: AI-generated videos will flood our lives soon - whether we like it or not. If we stop trusting social media, will we stop using them? Or will social media companies invent a “spam feed” like our “spam mails”?