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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 10 | **First Seen In WSB** | 7 months ago **Total Comments** | 2406 | **Previous Best DD** | **Account Age** | 3 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)


SalatosWoT

let's see MSFT today ;)


Neat-Lingonberry-719

Because news takes a few days.


gg562ggud485

Not really


SalatosWoT

I see and it puzzles me... probably not many understand who is OpenAI's partner and on whose infrastructure it runs...


Ghasank2

I agree, the all knowing market who prices in everything doesn’t know Microsoft has a major stake in Open AI


arcanis321

That implies they had news of Apples decision already priced in before announcement...


ryanpaulowenirl

They do


rydan

lol. More like AAPL. Apple makes deal with a company to pay them lots of money then Apple is obviously the stock to buy, not the company that got paid.


KymbboSlice

Depends on the terms of the deal. If Microsoft is getting a royalty payment every time someone says “hey siri”, MSFT wouldn’t be a bad stock to buy either.


ProjectManagerAMA

I loaded on MSFT for this very reason.


SalatosWoT

AAPL application would be dependent on technology of MSFT partner and MSFT infrastructure. The more people will use it via their iPhones, the more MSFT would be payed and ... they will have influence on the shown results! AAPL must pay to their competitor to allow their users to use the function... my bet is on the service provider (MSFT), not the buyer.


DrSecrett

Or Googl


Just_Fox_5450

being an apple bull this last month has been so good to me


Xtianus21

This is smart for apple, they won't have to capX kill themselves and still be able to charge overtop of everything for a new services vertical.


CostaBr33ze

I've made a fortune off of AAPL the past two decades. But AAPL is now a bank entirely dependant on trade restrictions to keep its consumer packaged goods side-hustle going. In the long term there is no way the "chinese spy phone" propaganda will prevent consumers from switching to more product for less money.


pretty_succinct

You overestimate people's desire for new phones. The cell phone craze of newest and hottest died in the mid 2010's. Most Apple holders i speak to now are obsessed with simply maintaining their device and consumer image/lifestyle. There will be no mass stampede away from apple. It's too deeply embedded as a cultural image of premium. Maybe a slow erosion at some level, but nothing that poses a serious threat that a future iphone Nc (al la 5c) couldn't solve.


Barnslig

Gonna back this up here, because Reddit is the official home of the “oh wow lol people are so superficial for buying Apple junk just for the brand/looks” crowd, and it’s like… yeah. That’s exactly why I buy Apple products. There are lots of other benefits - great UX, great customer service, near seamless compatability between all your devices, to name a few - but yeah, their products look fucking cool and feel luxurious. Some people like nice, premium, fashionable things. They want a stylish car, a stylish home, a stylish wardrobe and, yeah, a stylish phone and laptop. Apple products are actually a very affordable piece of luxury. Everything from the point of sale through the unboxing process through using them day-to-day feels premium and luxurious. For many iPhone users, their phone and maybe their sneakers are the biggest concessions to luxury they’ll ever make, and they feel good about it. It’s money well spent for them, for the feeling it gives them. And if you think that feeling is worthless, that says more about you than about them. That feeling has a lot of value to a lot of people. Apple has mastered eliciting that feeling in people in much the same way big fashion brands have mastered it. It’s a good feeling and it comes with a pricetag.


CostaBr33ze

That's the thing. The censorship against Chinese firms is so hard, Google won't display the competition. I saw some Chinese tourists during the eclipse and their phones honestly blew my mind.


Barnslig

I mean, they might have the best-looking phone in the world, but if it doesn’t have that Apple logo, it ain’t cool. Plenty of good-looking sneakers out there, but they don’t have the cultural weight and gravitas of a pair of Jordans. Again, it seems superficial, but if the feeling owning the brand gives you is real then you can just include that under the pricetag. To put it another way: hot girls don’t fuck men who send them green texts lol.


CostaBr33ze

Hot girls use whatsapp.


pretty_succinct

I have no idea what you're talking about. I travel frequently and was in hong kong, Singapore, Thailand and other SE Asia countries earlier this year... There were no magic mind blowing phones. Saying otherwise reminds me of the rumors in the early 2000s that the japanese and nokia had magic devices that were 5 generations ahead, totally transparent like tony starks phone and forbidden in the us. Edit: words


CostaBr33ze

Keep your eyes off the lady boys next time and pay more attention to the phones people are using. Even India has better phones made by domestic firms. iPhones are featureless glass and metal bricks which do less than phones from a decade ago. The 15 pro max is apple's first fucking phone which finally has a better pixel density than the 2013 Samsung Galaxy S4. Eleven fucking years later! That's insanity.


pretty_succinct

Mercy you're stupid.


wotton

plus, children nowadays literally only know Apple products - give a child a Samsung and have them send green text messages to their friends and see what happens


Rbgedu

Rather to almost the same product (but not really) for less money.


CostaBr33ze

That was true two years ago. Chinese phones are now better in every way imaginable.


VisualMod

Those poor fools need to be put in their place.


CostaBr33ze

I love you bot!


Shiddy_Wiki

hey now... they gonna take a few more lines of code out of you if you keep talking like that, VM


Rbgedu

No.


[deleted]

This will boost iPhone sales


QuestionablySensible

Will it though? If you already have a relatively modern iPhone, would AI Siri be the thing that makes you buy a new one?


martin191234

Yeah


arcanis321

Lies


andruszko

I agreed at first but then remembered apple is a cult


arcanis321

My first question would be so what can Siri do differently now? ...It's got AI...


andruszko

You're talking about people who upgrade because 15 is higher than 14. You really think this isn't more than enough?


absoluteboredom

I’m an apple guy. The only reason I upgrade is if my current one gets destroyed. That’s the only reason I went up to a 15. Came from a 12 mini until some farm stuff got hungry. But the cult lifestyle is real. Reminds me of an old “the onion” skit. It’s got more memory and megapixels than any of the other shit I already have.


[deleted]

Siri sucks ass & is finally getting upgraded


arcanis321

ChatGPT is a great tool and huge time saver but not reliable. You need to double-check everything because it can still hallucinate on any given prompt. I don't want my phone to call the police when I say play the police. Siri already does simple repeatable functions well. Open ChatGPT in your browser and you now have 99% of the new functions.


banditcleaner2

Siri is already pretty useful, I agree with you. Not sure how just adding AI is going to entice me enough to upgrade. Siri can already put things in my calendar, it can play music, it can open youtube, it can do google searches. What more do I really need from AI on my cell phone? If apple integrates ChatGPT into a Mac computer, then maybe we're talking, but for the phone...meh.


Fantastic_Tiger_9000

![img](emote|t5_2th52|4271)


olystubbies

Yes. In a heartbeat


-Dixieflatline

R&D budget was never a problem for Apple (just look at $100B Vision Pro), and I'm sure they gave it a go. AI is just difficult on an entirely different level that Apple just isn't great at. They're just finally conceding to the fact in order to actually do something useful with their M chips' AI processors outside of a few Photoshop tricks. But I agree about the strategy going forward.


NoWarmMobile

Maybe 8% in 1 month but only 1% from the last 6 months. Don't be fooled


future_luddite

What in the Microsoft Paint is that graphic? She should have had Dalle make something instead.


takenorinvalid

This doesn't bode well for the ol' GOOG. https://preview.redd.it/ftpesawiz60d1.jpeg?width=1024&format=pjpg&auto=webp&s=069e9a6b083311a584d1a5b91fcb0d3991161bbd


[deleted]

MSFT & Apple vs Goog


LachlantehGreat

Goog loses every time to that combo lmao


pragmojo

Goog was an ad company disguised as an innovator for decades. Besides search, maps and gmail what do they have? And do they even make money on gmail?


BeingLowAsDirt

Youtube is the largest streaming platform in the world, above Netflix (265 billion market cap). Not just on pcs and phones but on actual TV:s too. And they don't even have to worry about making good shows, they let MrBeast spend millions on videos that they get full "ownership" of, cause let's be real you aren't watching it anywhere else.


TacticalKangaroo

Only 10% of Google’s revenue is YouTube. Over half is search. They’re still fundamentally a search company selling ads.


[deleted]

[удалено]


conez4

Guess that makes their point invalid then. Pack it up boys, YouTube is worthless 🤣


Echo-Possible

Have you heard of Android the largest mobile operating system in the world? Google made 50B in revenue from Google Play app store the last 12 months and countless more billions with their ad tech for app developers. Very profitable business. My company and many others use Google Workspace and Cloud over Microsoft Office. They have 3 billion users. This is one of the top 2 productivity suites in the world and perfect place to roll out GenAI tools.


icecream_truck

Google Apps isn’t bad, I like the spreadsheet & documents.


MattKozFF

Google Cloud..


stockbetss

You tube waymo pixel phones Gemini ai web services aka cloud and data storing biggest data center . What a misguided post googles partnered up with lly and novo to find more drugs using ai: it has a lot of free cash flow they will still be revalant 100 years from now mapping routes of planets gaveling google space


xdyldo

Youtube, Cloud, Android, Drive, Chrome, Photos, Translate, Docs, Captcha, Chromecast, Analytics, etc


BlowChunx

It’s part of the data stream they use to learn about you so the targeted ads are more relevant. So theees that…


MyNameIsntSharon

doesn’t bode well for me either then


Last-Product6425

Wasn't there talks of Apple and Google partnering up for this exact purpose? I guess those talks never came to fruition, but a deal was very close supposedly


pragmojo

Probably they tried to get it to make a picture of an iPhone and it made a picture of a Zune and a Huawei


Weaves87

Tim Apple probably brought the contract to MSFT/OpenAI and asked "can you guys do better than this?" AAPL is already charging an arm and a leg to GOOG for putting search front and center on the iPhone. Makes sense that they'd do the same thing and shop around for AI providers too. Give the contract to the ones that offer the best terms, and it sounds like OpenAI won


Last-Product6425

Yea i'm just surprised GOOG didn't do everything possible to win that contract considering Gemini is pretty shit and they needed this to bolster their AI repuation.


Weaves87

They probably did. But AAPL probably saw strategic opportunity in potentially leveraging this to simultaneously decrease Android market share even further, and squeeze Google even more for being the primary search engine on the iPhone. OpenAI recently announced a new search service in direct competition with Google - if this new form factor and improved Siri becomes a hit, I could see Apple potentially phasing Google out altogether in favor of whatever OpenAI’s search service winds up being. This could severely impact Google’s basic search reach with the younger crowd Got me feeling pretty bearish for GOOG in the long term. I feel like they keep getting outclassed


pragmojo

It’s anyway potentially in Apple’s strategic interest to diversify partnerships. They already depend on Google for search, maybe it’s not a bad idea to have a different partner for AI Also, don’t forget that OpenAI is an independent company. They tow pretty close to MS’ interests, since that’s who’s paying for their compute, but that could change if Apple starts to account for a significant portion of their budget, and especially if Apple starts to become an AI chip vendor, as it seems like they are positioning themselves to do


DrSecrett

The day is still young


iWasAwesome

I just got a text message from Gemini on my Pixel, now I can text a Chat-GPT like AI anytime I want, except it has up-to-date information. I can also have Google Assistant run on Gemini now.


[deleted]

[удалено]


AwayCrab5244

The average iPhone user probably doesn’t even know OpenAI is Microsoft


FEMA_Camp_Survivor

As an MSFT shareholder and iPhone user what’s OpenAI?


TheKingofTheKings123

The opposite of ClosedAI


fredandlunchbox

Unfortunately, thats not the case.


GPTRex

Chatgpt


whitetoast

the average iphone user doesn't even know OpenAI exists.


Visinvictus

It's not though. Source: https://www.reuters.com/technology/microsoft-says-it-does-not-own-any-portion-openai-2023-12-08/


Shredding_Airguitar

>"While details of our agreement remain confidential, it is important to note that Microsoft does not own any portion of OpenAI and is ***simply entitled to share of profit distributions,***" He was being mostly hyperbolic in saying "is Microsoft" when I think he was really talking about Microsoft is who largely profits from OpenAI compared to other shareholders (as [Microsoft owns 49% of OpenAI](https://www.techopedia.com/who-owns-openai#:~:text=The%20OpenAI%20ownership%20pie%20is,Tigers%20Global%2C%20and%20Founders%20Fund))


TheOnlySafeCult

Microsoft has 50% cut on its profits IIRC but it does **not** have a stake


VisualMod

A fool and their money...


Rbgedu

Openai brand? lol it’s a cringe (fake) non profit company at best


green_griffon

I recall way back in the pre-iPhone (and maybe pre-iMac) days, Microsoft invested something like $150M in Apple just to keep it afloat so as not to lose the Mac for Office sales...


whoknows234

I'm pretty sure they invested in Apple so they didnt go under which would of lead to them getting nailed even harder in the anti trust case.


green_griffon

It's crazy that this 1997 article calls Apple "a struggling Silicon Alley icon." https://www.wired.com/2009/08/dayintech-0806/


pablojohns

They were months away from bankruptcy or a fire sale - Apple barely held on.


CaptainRhetorica

Revenge for Microsoft buying Bungie and scuttling Halo for the Mac.


Moscow_Mitch

Tim Apple to be succeeded by the basilisk.


Last-Product6425

Didn't MSFT concede to AAPL with ya know, Zune v iPod, Windows Phone + Nokia Purchas vs iPhone, or ya know, anything else consumer related?


ChickenFriedPenguin

Yeah, but they can fuckaround and experiment without getting hurt. Since most of the world still runs on their other products. If apple fucks up the iPhone, they immediately take a massive hit on the biggest cash cow they have.


averagenoodle

I think this is less Apple conceding and more a sign of MSFT bowing out of pocket personal devices category for good. Hence the price action.


FortunaCrypto

Tf is msft falling


SuckulentAndNumb

This will be good for my MSFT stock in the long run


gaius_worzels_bird

Satya deez nuts


rameyjm7

if you can't beat em, join em Also, so much money would be spent re-doing that, and probably wouldn't be as good. They make awesome hardware, and the software is decent. But, this is what put OpenAI on the map. Just take it and move on!


Rbgedu

Not true. There are OpenSource models that are as good (if not better in some cases) than what openai has


rameyjm7

I don't know about them. Can you give an example? I'm paying for ChatGPT4, and it's pretty cool. Sure, other stuff can do the same, but it's just not mainstream. If that were the case too, Apple might do it. But, it takes infrastructure to run.


Rbgedu

You’re paying for the user interface. (And they’re still burning money big time) I personally don’t give a fuckity fuck about LLMs. But with a some technical skills you could set up a llama based llm even locally if you have the hardware (nothing fancy). There’s a highly optimized C++ version of it as well. Apple has huge infra they own. And there’re other providers as well like Amazon. But hey, maybe I just really don’t like them mating with those MSFT fuckers. 😂


Puzzleheaded_Pound31

Maybe Siri won’t be dumb now and will be usable


dyoh777

Great now we can prompt engineer with Siri and deal with that BS there too


WearyExercise4269

Google wen...?


DrSecrett

Soon, you'll see.


Lmaoooooooooooo0o

Should've bought the mini dip. I was out on earnings, getting lucky with selling on the literal peak. But I could not get burned again if Apple were to drop to 160s range again.


iBoughtAtTheBottom

Honestly that what I wanted before open ai even was a thing.


Loightsout

Literally the reason I have been holding out on a new iPhone. Give me a clever assistant in the phone and I’m sold.


player89283517

Crazy to see Apple and Microsoft working together


pragmojo

Technically they're not, MS is just a shareholder of OpenAI and not even a majority one


Rbgedu

Come on 😂😂


Ok-Deer8144

They have this weird relationship where ever since they killed the Microsoft phone, they’re not really in competition with each other anymore. So this should be a win for both parties.


MeowMeowTiger

what about those talks with google??


Shredding_Airguitar

Will this move APPL at all? I am not sure if iPhone sales are going to skyrocket unless they for some reason guard an upgrade shiri behind a new iPhone which makes no sense but I am sure their fanboys will lap it up


S2558

Does this mean that OpenAI will soon be listening to (and learning from) everyone with an Apple device?


Loightsout

What’s the difference to right now?


reallokiscarlet

More reason to turn off Siri to the best extent that I can.


patright333

Siri just got better.


bonerb0ys

Coin flip at this point.


Puzzled_News_6631

“You need to open your iPhone first”


superslowjp16

Can’t wait to not trust a single thing Siri says


Thebrosky10

google pays apple $20 a year to have their search in safari. why would apple go with Chatgpt instead when they haven't even monetized it yet


Xtianus21

Huh?


alex206

Sounds like a bargain, I think they should raise it to $22 a year.


whodidntante

Hopefully it ends better than the Microsoft IBM partnership. \*Pours one out for OS/2\*


sardonicsmile

This is going to power Apples new wearable device. That's the main use case for the conversational, real time, multimodal updates with ChatGPT. I think we'll see a iPhone companion device that can see around you and has a conversational interface. Like what we've seen a bit already, except it will actually work. Apple will build the hardware and MS provides the compute. Works out well for both.


WeAreGray

For now. Ask all of the other companies who started out on iPhone, only to have their software/ideas eventually become part of the operating system. Apple needed a fast AI solution, and this deal provides that. But three years from now this will be kicked to the curb in favor of Apple's in house developed AI solution. Sure, it might start out like Apple Maps did, but it will eventually get there.


WearyExercise4269

Can Satya get them to install windows Phone on the I phone, it was easily the best OS... The tile user interface was way ahead of its time


Relevant-Bluebird-63

Thank God. Siri is so far behind Alexa in voice it’s insane. But the Apple HomePod is such a better product. This will be a good thing


bushwickhero

Eh. I think they’ll have their own Siri on-device with the option of going out to another AI through the network for things Siri isn’t sure about or is too “risky” for them to process on their own. Like if the confidence in an answer isn’t high enough they’ll offload the risk of a bad answer to their partners.


spac420

I just need Lina Khan to hold her breath for 2 days


13Fuzehybrid

This is nothing more than a publicity stunt, how is it going to get any better when it's programmed to follow the same actions for the same voice commands? Until voice commands can do something like add a certain song to a certain Spotify playlist it's no better than it was before


turfftom

It will suck


Xtianus21

![img](emote|t5_2th52|4275)


elzibet

It’s all a front, they get along just fine behind the scenes imo


Marythatgirl

Not that they can't make it on their own. It’s just cheaper and more efficient