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Elad Gil
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Kate Smage
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Mark Bargava
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Soumya Kahl
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苹果公司在人工智能战略上表现出惊人的疏忽,缺乏连贯的AI战略和紧迫感。尽管去年的开发者大会上推出了一些AI功能,但其性能平庸,Siri语音助手也无限期延迟。虽然苹果计划向开发者开放其AI模型,但公司似乎没有真正致力于人工智能,也没有明确的愿景。许多人认为,缺乏AI可能对苹果来说是致命的。

Deep Dive

Chapters
Apple's apparent lack of a coherent AI strategy is raising concerns. Their WWDC announcements are expected to lack significant AI reveals, highlighting missed opportunities and underwhelming performance compared to competitors. The company's future in AI remains uncertain.
  • Apple's underwhelming AI performance and lack of major announcements at WWDC.
  • Concerns about Apple's AI strategy and potential shortcomings.
  • Apple's plan to open its AI models to developers.

Shownotes Transcript

AI rollups are gaining attention as venture capital and private equity firms buy established businesses and overhaul them with AI. Recent deals from General Catalyst, Thrive, and others show both enthusiasm and debate about whether these strategies deliver long-term value or risk becoming a bubble.

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