George Bilbrey
@gbilbrey
George Bilbrey
Meanwhile, a lower cost to creating new programs also means a shorter half-life for a given piece of code
Byrne Hobart • Software is the new Hardware
Platform-provided AI capabilities will not only be the easiest way for developers to incorporate these features, they will also likely be the best way, at least in terms of the overall user experience. Users will understand how to use them, because they will be “trained” by Apple’s own apps; they will likely be cheaper and more efficient, because... See more
Stratechery by Ben Thompson • Stratechery by Ben Thompson
Great artists don’t study art history to figure out what art to create.
Great founders don’t analyze the market to figure out what product to build.
Navaltwitter.comIn other words, any analysis of Apple’s prospects in an AI world should start with the assumption that AI is a complement to Apple’s business, not disruptive. That doesn’t mean that Apple is guaranteed to succeed, of course: AI is the only foreseeable technological advancement that could provide sufficient differentiation to actually drive... See more
Stratechery by Ben Thompson • Stratechery by Ben Thompson
The Internet has made distribution (of digital goods) free, neutralizing the advantage that pre-Internet distributors leveraged to integrate with suppliers. Secondly, the Internet has made transaction costs zero, making it viable for a distributor to integrate forward with end users/consumers at scale.... See more
This has fundamentally changed the plane of
Stratechery by Ben Thompson • Aggregator’s AI Risk
to the extent that there's a part of software that will still retain more of the economics of software, it will be integration tools that are end-product-agnostic.
Byrne Hobart • Software is the new Hardware
A similar type of partnership with OpenAI will probably not be as profitable as search was; my guess is that Apple will be paying OpenAI, instead of the other way around, [UPDATE: I know longer believe this, and explain why in this post-WWDC Update] but the most important takeaway in terms of Apple’s competitive position is that they will, once... See more
Stratechery by Ben Thompson • Stratechery by Ben Thompson
Finally , the commentariat exclaims! Apple is in danger of falling dangerously behind! The fact they are partnering with OpenAI is evidence of how desperate they are! In fact, I would argue the opposite: Apple is not too late, they are taking the correct approach up and down the stack, and are well-positioned to be one of AI’s big winners.