“There’s a lot riding on next year’s release of Siri. If Apple delivers, the sky is the limit; if the new Siri falls flat, look out below,” longtime Apple analyst Gene Munster says.
Gene Munster for Deepwater Asset Management:
Despite only mentioning Siri twice during Apple’s recent WWDC keynote, Siri was the most important topic.
Following WWDC, Apple’s Greg Joswiak and Craig Federighi have been on a mission: remind investors they’re playing a different game when it comes to AI.
Apple doesn’t want to compete directly with ChatGPT. They’re focused on pervasive AI throughout their products. That means your iPhone will be capable of more when using Apple Intelligence vs. ChatGPT. Next year’s delayed release of the new Siri will be Apple’s next big test in delivering on that vision.
Apple’s approach to AI is two-fold. First, keep making their world class hardware, software and services even better. Second, release a new version of Siri that begins to unlock pervasive AI experiences across Apple devices.
• As for making world class hardware, software and services, investors can continue to sleep well at night knowing the company will keep doing just that.
• As for releasing a world class Siri, investors will have some restless nights ahead given the product’s track record and the limited impact of Apple’s AI initiatives to date.
MacDailyNews Take: As we just wrote:
[T]he problem is that Apple, under Tim Cook, neglected Siri to the point that it’s become a joke. Siri’s brand went from revolutionary to garbage during a decade and a half of a whole lot of nothing.
The only part of “Apple Intelligence” that anybody really cared about is a Siri that works reliably and well.
The problem is, has always been, and remains Siri, as it’s critically necessary for things like smart glasses, advance smart watches, and home automation.
Here’s hoping that Apple will finally get Siri right (whether it retains that tarnished name or not).
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My vote:
Siri for the Dirt-Nap. Let go of the confounding confusion. It’s time.
Just let it go….
Either they’re lying (ie. head fake) or they’re wrong.
it IS critical for Siri to emerge as an impressive chatbot, and not just as a conduit to other apple services.
Apple appears to be in a sad state now, but I’m going to slowly buy up a few shares of Apple stock every so often until next year. I honestly don’t think things can get much worse for Apple than they are now. I’m totally for Apple’s caution with A.I. and I don’t understand this current rush for A.I. A.I. is putting people out of work and huge A.I. data centers are going to put a drain on our energy grid and increase climate change. Why can’t people see this? All this unnecessary A.I. infrastructure mainly benefits a few large tech companies. I’m not willingly going to pay for it. Sure, they’ll raise my energy bills without my consent, but I’m definitely not going to pay for A.I. chatbot subscriptions. Investors are inflating the A.I. tech companies’ value, but I doubt most of the companies that are spending huge amounts on capex will get their money back. Apple isn’t spending much on A.I. infrastructure, but Apple will make its money back on hardware slowly but surely without investor backing.
I’m not sure Siri will become a great assistant, but I’ll settle for it being decent. I have no reason to depend on A.I. as I can still think for myself as I’ve done for my whole life of 78-plus years.