Apple Wins Consumer AI By Default

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From a pure AI perspective, nothing Apple showcased during their WWDC keynote yesterday was particularly groundbreaking. In fact, much of it featured capabilities long since available in other AI tools and services – in some cases, years ago. And guess what? That doesn't matter. Based on what we saw yesterday, Apple is set to win in AI. At least from a consumer perspective.<br>I know how crazy this sounds. It's not just that Apple has been viewed as behind in AI for the past few years, it's that they've been more or less a laughingstock given how they tried to roll out 'Apple Intelligence' two years ago and failed to the point of settling lawsuits around false advertising. But if Apple is actually able to roll out what they showcased yesterday – I'll get to the caveats below – and there's reason to believe they can this time, they're about to infuriate many people and companies across a wide swath of industries. That's because Apple seems on the verge of doing what they always do: watching new products and services come about and then jumping in later with a better user experience to win the day.<br>This annoys people because... they can't just do that! So and so was doing this long ago! FIRST! This is old! BORING! Lame. THEY CAN'T KEEP GETTING AWAY WITH THIS! We saw it all on display in response to the keynote yesterday. And Wall Street seemed to agree with the angry mobs, sending the stock down in after-hours trading.<br>I'm here to tell you that none of that matters. Apple Intelligence and the new 'Siri AI' may seem underwhelming to those who live at the bleeding edge of AI. But 99% of people don't live there. And even more actually don't want to live there, but feel the need to in some ways lest they feel like they're being left behind in our Age of AI. If ChatGPT showed AI to the masses, Apple is set to bring usage mainstream.<br>I understood this immediately when I saw Apple's VP of Siri Engineering, Mike Rockwell – the man tasked with fixing Siri – do his demo during the keynote. It was simple and natural and that was the point. All he was doing was holding down the Side Button (maybe they should rename it to the Siri Button?) and talking to Siri AI. He didn't have to load up Terminal. He didn't have to download some coding app. He didn't have to download any app. Right out of the iPhone box, Siri AI will just work.<br>Well, provided Siri works, of course.<br>That's why this demo was key. While it wasn't live – and it would have obviously been more effective were it truly live, on-stage – it was clearly shot in real-time. There were slight delays here and there that weren't edited out. This was obviously intentional on Apple's part, to show you that unlike say, two years ago, this isn't vaporware. This is Siri actually doing things. Things she was previously not capable of doing.<br>Again, much of it wasn't particularly impressive from a pure AI perspective. But context matters – here, quite literally. This was always the promise of Apple Intelligence, that Apple would be able to pull in all the iPhone knows about you to handle any query and augment that with "world knowledge". Apple was unable to do that two years ago, but now Google is here to save the day. The fact that they got an actual shout-out tells you just how vital they are to this effort. Yes, Apple "distilled" Gemini to make their own, new "Apple Foundation Models", but it's the heavy-lifting that Google did in training these models which is going to make this all sing for Apple this time.<br>So why not just use Gemini? After all, there's an app for that. Well, you could and many will. But many more will not simply because Siri is baked in at the system level. This gives it capabilities no other AI service can match – at least until regulators try to force Apple to give others such access. But even if and when that happens, years down the line, the power will remain in the default. In not having to download and open an app, but in simply needing to hold down a button or saying "Siri" and everything just working.<br>Back to Rockwell's demo, the key to me was that the entire thing was done vocally. Certainly part of that is because it makes for a better demo than typing, but it's also likely how a lot of people are going to start using Siri AI. I say that because it's the way I interact with AI much of the time already. Perhaps I'm biased, but I also see the way my children have used Alexa and the like for years. They're growing up learning to use computers in more "natural" ways – not with a mouse and keyboard, but with touch and voice.<br>Obviously there are going to be times when you don't want to or can't use voice, but I highly suspect it's going to become the go-to way to interact with AI for many use-cases. And that's why we're about to see a rush of new devices hit the market focused on that interaction model. But just as we learned about cameras when the iPhone launched nearly 20 years ago, the best AI...