iPhone-Maker Will Be Reliant On ChatGPT-Parent, Google, And Meta For Delivering AI Features, Says Gene Munster: 'Apple Will Leverage Tech From OpenAI To Create New Devices, Like AirPods With Cameras'
Portfolio Pulse from Ananya Gairola
Gene Munster from Deepwater Asset Management predicts that Apple will rely on OpenAI, Google, and Meta for AI features, rather than developing its own large language model. This strategy could lead to innovative products like AirPods with cameras, competing with Meta and Google's smart glasses. Apple's potential investment in OpenAI is part of a fundraising round valuing the AI company at over $100 billion.
August 31, 2024 | 8:42 am
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Apple is expected to rely on OpenAI, Google, and Meta for AI features, potentially leading to new products like AirPods with cameras. This indicates a strategic shift away from developing its own large language model.
Apple's reliance on established AI companies like OpenAI, Google, and Meta suggests a strategic partnership approach rather than developing its own AI. This could lead to innovative products, boosting Apple's market position.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Google, as a potential partner for Apple's AI features, could see increased collaboration opportunities, enhancing its position in the AI market.
Google's potential role as a partner for Apple's AI features could enhance its market position and lead to increased collaboration opportunities.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Meta, as a potential partner for Apple's AI features, could see increased collaboration opportunities, especially in the smart glasses space.
Meta's potential role as a partner for Apple's AI features could enhance its market position, particularly in the smart glasses space.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Microsoft, as a backer of OpenAI, could benefit from Apple's reliance on OpenAI for AI features, potentially increasing the value of its investment in OpenAI.
Microsoft's backing of OpenAI positions it to benefit from Apple's reliance on OpenAI for AI features, potentially increasing the value of its investment.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 50