Talking heads…
Reaction to Apple’s potential investment is interesting. Bank of America pointed out that, “a large direct investment by Apple into OpenAI could raise concerns on a potential AI partnership as a long-term alternative to Google search.”
The bigger picture is even more interesting. Apple Intelligence will be made available across all Apple’s big computing platforms: iPhones, including iPhone 15 and iPhone 16, and also M-series iPads and Macs. This wide array of supporting devices means the feature will be available to tens of millions of systems from day one, which also means ChatGPT will be natively supported on them.
This has led to a series of highly positive predictions from analysts. Wedbush Securities analyst Daniel Ives predicts a historic AI-driven iPhone upgrade cycle, arguing that 25% of the world (based on his estimates) will be engaged in AI requests using Apple devices.