William Gallagher
Analyst Ming-Chi Kuo claims Apple can't make a ChatGPT app by 2024, but that is in conflict with other recent rumors about generative AI.
Ming-Chi Kuo has used Apple's forthcoming earnings call to examine where he thinks the company is going over the next couple of years. While he does see AI featuring in its future, he disagrees with other reports claiming Apple is aiming for a 2024 app launch.
"The progress of Apple's generative AI is significantly behind its competitors, so I don't expect Apple to talk too much about AI on the earnings call," writes Kuo in his full report. "At present, there is no sign that Apple will integrate AI edge computing and hardware products in 2024, so it is difficult to benefit the stock prices of Apple and its supply chain."
That's in direct contrast to Bloomberg's Mark Gurman, who claims that unspecified sources say a major Apple AI launch is aimed at some point in 2024.
Gurman has also previously reported that Apple is currently accelerating its hiring of engineers to work on generative AI. Apple has also hosted in-house in-house AI team-building event at Apple Park.
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14 Comments
"Apple needs a portal strategy" Circa 1995
"Apple needs a search engine" ongoing
"Apple needs a Game Console" - Circa 2000s
It's the same story over and over. There's never a rush ....it'll happen when it happens and Apple's solutions
will address the little details that most others have missed in their zeal for rushing product to market.
Nothing about Generative AI is going to affect my bottom line in the near future. My food costs, energy costs and a myriad
of other things will continue to be areas of focus over a promising but nascent technology like AI.
The bigger concern is in controlling this technology to prevent negative results on humanity.
I tend to believe Kuo over Gurman on this one. 2024 seems too soon
Anyone who believes Apple suffers from FOMO will be disappointed to hear that Apple is never going to release that netbook they’ve been waiting for.
Apple runs on Apple time. They release new products and technology only when they are satisfied that it solves the problem they set out to solve in a way that meets Apple’s standards. They will even put R&D projects that aren’t ready for prime time on the back burner and refocus on opportunities that present themselves along the path of solving other problems. For example, the iPad R&D started prior to the R&D for the iPhone. I’d say that things have worked out pretty well so far.
Apple will take their time and do it right. And I can almost guarantee you that it won’t just be some chat app or a button you push, like what every other company is rushing to do with their existing products. “Click a button and write and email!” It’ll be integrated throughout the ecosystem in much more clever and user friendly ways.