Apple Intelligence 演示的那几个毫无想象力的功能都无法 deliver 谷歌整个AI生态全面投入就不说了，小米超级小爱都做的比苹果好 苹果这样下去真的很完蛋 https://t.co/F8NfcfKPGG
看了郭宇最近那个采访，关于投资的最重要的 takeaways 就是说他开始主动投资是从 GPT3 以后意识到一定会长出来新的大公司，并且一定有 AI 小科技的全面开花，只是不知道 when。 举的例子是苹果，iPhone 是 07 年，但苹果股价真正开始大涨是 11、12 年了。
In hindsight, betting on Apple to win at AI after failing to correct “ducking” since ~2014 is wild.
Apple Inc. is facing challenges in its artificial intelligence (AI) initiatives, particularly following a delay in the rollout of its AI-enhanced Siri feature. The company’s stock experienced an 11% decline last week as the delay raised concerns about its ability to compete effectively in the AI space, especially during a period of weak iPhone sales. Analysts have indicated that the delay could hinder growth in iPhone sales, which is critical for Apple's revenue. The situation is compounded by warnings that Apple may be lagging behind competitors in AI technology. Some analysts suggest that the company is effectively two years behind in AI advancements, likening this to shipping a smartphone that is ten years out of date. The ongoing scrutiny of Apple's innovation strategy has raised questions about its financial strength and market positioning, as the company attempts to maintain its legacy in technology amidst these setbacks.
