With a market capitalization of 3.3 trillion USD, those who criticized Apple's AI have shut up these days

06/17 2024 407

Speaking of which, Apple's iOS 18, which can also be considered Apple's AI, has actually been released for about a week. And within this week, public opinions about Apple's AI have actually reversed and reversed again.

At Apple's WWDC24, Apple built a brand-new AI empire - the personalized intelligence system Apple Intelligence. Through this AI, Siri has evolved, fully integrating with Apple's entire product line.

However, after the conference, most of the criticisms focused on the fact that Apple's AI was hardly surprising. On one hand, Apple itself didn't innovate much, and everywhere in its AI, there were mentions of ChatGPT, OpenAI, etc. On the other hand, its end-side large model solution lagged behind Android by almost a year, hardly leading the market.

Also, the functionalities were nothing out of the ordinary, giving people the impression that there weren't many changes, not enough AI, not enough intelligence... So on the first day of the conference, most of the criticisms focused on Apple's lack of innovation, and people said that if Steve Jobs were alive, he would have gotten up to scold Tim Cook.

However, from the third day onwards, the situation quickly reversed. After numerous analysts had digested Apple's AI, they increasingly saw the value in Apple's offerings.

In the capital market, there was also an explosion, with Apple's stock price rising by over 10% in just two days, and its market capitalization reached 3.3 trillion USD at one point, surpassing Microsoft to become the world's largest company by market capitalization.

Even now, a week later, it still stands at 3.26 trillion USD, which rounds up to 3.3 trillion USD, still ranking second globally and not far behind Microsoft.

Capital is the smartest. If it didn't see the potential in Apple's AI, it would never have risen so much, and it has continued to rise. Everyone must have seen that Apple's revenue and performance will soar because of this AI.

In fact, many people feel that Apple's AI is nothing special, but it's actually because they have too high expectations of Apple, thinking that once Apple's AI is released, it will revolutionize everything and become a brand-new AI phone. But this is actually unlikely. Android AI didn't revolutionize phones, and Apple's AI won't revolutionize them too. Phones won't change much, but Apple's AI can help sell more phones, and that's all that matters.

First of all, Apple's AI only supports the A17 Pro and later chips, which means that even the iPhone 15 Pro is the minimum requirement. Other phones, even if they lag behind, will definitely trigger a large-scale phone replacement trend. The better Apple's AI marketing is, the more phone replacements there will be.

And with Apple's marketing capabilities, there's no need to doubt this point. So when the iPhone 16 is released, it will definitely trigger a phone replacement trend, and the same is true for iPads and Macs, with many people upgrading to new devices.

Secondly, Apple's AI also has unique advantages that are more advanced than Android's, such

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