Tuesday, May 20, 2025

Why Apple Still Hasn’t Cracked AI

Mark Gurman and Drake Bennett (Reddit, Hacker News, 9to5Mac, Dithering):

As for the Siri upgrade, Apple was targeting April 2025, according to people working on the technology. But when Federighi started running a beta of the iOS version, 18.4, on his own phone weeks before the operating system’s planned release, he was shocked to find that many of the features Apple had been touting—including pulling up a driver’s license number with a voice search—didn’t actually work, according to multiple executives with knowledge of the matter.

[…]

“Steve just didn’t believe in customers going to try to find things,” says someone who worked with him. “He believed that Apple’s job was to curate and show customers what they should want.” That belief, like many of Jobs’, shaped the company long after his death. In the mid-2010s, Apple explored the idea of placing a search bar at the top of the iPhone’s home screen, rather than burying it behind a swipe gesture. But Apple’s design team vetoed the idea.

[…]

The main technical issue is that Apple essentially had to split Siri’s infrastructure in half, with the old code underpinning legacy features such as setting alarms and the new code underpinning requests that draw on personal data. The kludge was considered necessary to bring the new features to market as soon as possible, but it backfired, creating integration issues that led to delays. Individual features might look good, employees say, but when code is merged so the pieces can be tested together in Siri, things begin to fall apart.

[…]

When [Rockwell] joined Apple in 2015, he proposed that Siri be much more capable and central to the user experience: a sort of always-on life co-pilot. “He would rant about how important Siri is and how it will be the most important way people will interact with their phone,” someone who knows Rockwell says. At the time, Rockwell succeeded mainly in getting the company to upgrade the assistant’s voices by hiring expensive actors and opening high-end recording studios.

There are so many interesting details here. Federighi couldn’t be convinced of the importance of AI as far back as 2014; Cook and Rockwell showed more interest. The neural engine came from the car project. Giannandrea wanted to integrate Gemini instead of ChatGPT, citing privacy concerns with OpenAI, but lost to Apple’s corporate development team. He still doesn’t think consumers want chatbots. Apple Zurich is working on a monolithic LLM Siri.

M.G. Siegler:

As the saying goes, “there’s no such thing as a free lunch”. But that is literally true at Apple. Even as the rest of their tech peer group dished out lavish lunch options to employees, Apple held firm in this regard. Yes, even Steve Jobs paid for his own lunch. Or at least it was true, until the team rushing to get Apple Intelligence out the door clearly needed some sort of extra incentive to keep them working beyond their normal workloads to ship something of vital importance. Something which they still largely failed to do. If there is a better metaphor for this fiasco than this lunch situation, I’ll eat my hat.

The knives are now clearly out (of the cutlery drawer – sorry, I’ll stop) at Apple, as Gurman’s report is the third or fourth or fifth or more, depending on how you want to count them, bit of detailed reporting about the failure, to date, of AI within Apple. In a way, this one feels more like an all-encompassing summary of the situation, and an extension of a couple other reports last month by Wayne Ma of The Information and Tripp Mickle of The New York Times. Putting these three together, it feels like we may have enough data points now to triangulate fairly well what may have actually happened.

And, unsurprisingly, there’s not one thing or one person to blame, it seems. Though I still might argue that this is big enough of a clear and present shitshow that Tim Cook himself ultimately should have stepped in long before he did to clean up some obvious issues.

John Voorhees:

The mess is so profound that it raises the question of whether Apple has the institutional capabilities to fix it.

[…]

This isn’t like hardware where Apple has successfully entered a category late and dominated it. Hardware plays to Apple’s design and supply chain strengths. In contrast, the rapid iteration of AI models and apps is the antithesis of Apple’s annual OS cycle. It’s a fundamentally different approach driven by intense competition and fueled by billions of dollars of cash.

Joe Rossignol:

Presumably, this means that users in the EU will be able to set options like Amazon Alexa or Google Assistant as their default voice assistant on Apple devices.

Apple is working on this change in response to expanding EU regulations, the report said.

It would also be good for iOS and Mac users outside the EU to be able to choose a default voice assistant. Apple probably sees this as a threat, and so they won’t allow it, just like you can’t change the default maps app outside the EU. But there’s an alternate reality where Apple went all-in on making its operating systems platforms for AI, just like they’re platforms for apps. If you can’t make Siri the best, make iOS the best place to use all the assistants. I would have liked to see that.

Nick Heer:

I had assumed the DMA already covered default virtual assistant, but it seems that none were designated gatekeepers. I can imagine how difficult it will be for third-party services to act as a drop-in replacement for Siri, too.

[…]

There is a long way to go from this to a full Siri replacement, but I will be hugely envious of those who will be able to take advantage of changing the default.

Hartley Charlton:

Some Apple executives are now reportedly pushing to turn Siri into a true ChatGPT competitor. A next-generation, chatbot version of Siri has reportedly made significant progress during testing over the past six months; some executives allegedly now see it as “on par” with recent versions of ChatGPT. Apple is also apparently discussing giving Siri the ability to access the internet to gather and synthesize data from multiple sources, just like ChatGPT.

Hartley Charlton:

Apple is likely to keep discussion of Siri to a minimum at WWDC 2025 as it focuses on other Apple Intelligence enhancements[…] Apple will apparently focus on improving existing Apple Intelligence capabilities and adding some new ones, such as an AI-optimized battery management mode and a virtual health coach. Google Gemini is also on track to be added as a ChatGPT alternative for Siri in iOS 19.

Juli Clover:

Apple will make its artificial intelligence models available to developers to use in their apps, reports Bloomberg. The company plans to introduce a new software development kit (SDK) in iOS 19 that will make it easier for app creators to add AI features.

M.G. Siegler:

Interesting timing on this news, given that it hit the wire almost exactly one hour before Google I/O is set to kick off. OpenAI and Microsoft already played their hands, so now we have the trifecta[…]

[…]

This will start with the smaller, on-device models. And that’s smart. Those models could be compelling to developers because they’ll be able to run locally on the iPhone (or iPad or Mac) and thus, much faster than any model in the cloud. But they’ll also undoubtedly be far more limited than any larger “flagship” LLM.

Previously:

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As a small aside I find this interesting: "Apple explored the idea of placing a search bar at the top of the iPhone’s home screen"

They eventually did it anyway, but at the bottom, and it still wastes the precious bottom space if you remove it from visibility. There was nothing wrong with the swipe screen, but the "designers" should have insisted on top rather than bottom.

More to the point about platforms, this was Windows' success but it was never what Apple really wanted to do. Microsoft was always a frenemy to everyone who tried it, but they remain relevant because a million companies adopted them as a platform and remain there (like it or not in some cases) to this day.

Apple early on was on a path to do it right. They integrated third party services in ways that made sense at the time, more or less. They started with the real current open source versions of modern unix-like tools. But then they started closing themselves off.

Hopefully the experiences of the last year have taught them the right lessons. This will be a very interesting WWDC.

Though this is a post about AI, all of this is moving so fast and fluid it's hard to comment on any of it. They are starting to make more of the right noises. We'll see what they actually manage to ship.


This is ’90s Apple all over again—bloated management, internal turf wars, legacy tech dragging innovation down, and incompetent, overpaid leadership fumbling the future. The difference is, this time the bozos running the show are sitting on a mountain of cash.

At least in the ’90s, Apple treated developers with respect.


Tim Cook is literally the very "Toner Head" Jobs warned ruined companies like Xerox. The only stepping he should do, is *down*. Under Cook, Apple's primary vector for success has been crime, pure and simple. Criminal market manipulation, criminal perjury in trials about market manipulation, crime, crime and more crime. The rot at the core of the company is him, and it has always been him.

The success of the Apple watch "Tim's product"? Crime. Illegal product tying and exclusion of alternatives from equal pairing utility.

Money is what Cook should manage. He's an accountant. Nothing more.

No one wants AI, they want products which let them get work done. Apple's trajectory in the last 10 years+ has been to make products get in people's way, by becoming more inscrutable, less discoverable, less featured and less capable.

That more of the mainstream Apple commentariat doesn't scream this from the highest places constantly tells you that they're either bought silent, or they've NEVER used Apple products as thoroughly, or in as wide a set of tasks as their self-ordained "expertise" would lead us to believe.


I find the pearl clutching over AI as hilarious. Apple don't need to be leading in LLM development they just need to be allow users to link into LLM's if they wish. Just like Apple didn't need to develop a search engine. In fact they get paid a lot of money to incorporate another company's search engine. The same will likely happen with one of the main LLM companies (if it isn't deemed illegal.)


Someone else

I’d ask this: how much does AI actually cost? is it being subsidized by VC? (I believe very, very much so)

Apple doesn’t typically sell products for less than it costs. It has a hefty profit margin on everything.

So why would Apple compete in a money-losing business? It makes it up in volume? Ha. The worlds biggest company would than have the most to lose. With their current setup, now that’s Open AI’s problem.

While it doesn’t have the razzle dazzle of the chatbots everyone’s talking/complaining about… what do users really want? How can Apple make money fulfilling that desire, and can it actually bring something unique and better?

Chat bots are sounding awfully alike now, except Grok which seems weirdlyfocused on the Afrikaners…. Aren’t they becoming quite generic?

I’m just an armchair quarterback, but I actually appreciate Apple’s “do it right or don’t do it at all” approach. Ethical, compared to the rest of the pack.

Siri doesn’t need to be everything. I hope it’s better at a limited set of things. And again, how does Apple most efficiently make money from it? Licensing to devs for a fee? All compute is done locally so it’s not on the hook for unbounded a]energy bills?


Someone else

Oh yeah, pretty sure they’re making money from the ChatGPT integration — IAP signups… surely they’ve hit the million dollar mark, so 30% for OpenAI getting access to all the new iPhone users in the United States. I’m sure that’s some good money.

And by creating / opening up the platform to other AIs — Google Gemini, etc — it will continue to make money. 30% of $20/month for Gemini is good money, and really, it makes the AIs kinda generic, no?

Apple has prime real estate - the device that a billion people use. Just like it has for internet search, I suspect Apple will do just fine in the long term. So will Google.

Apple can come in with something less capable and more private and the masses would still probably be quite happy.


The engineering failure is incredible. 2 years behind, lapped by competitors, no model of any value (Genmoji lol), internal chaos, throwing stuff at the wall.

The business failure is more incredible. Apple's core strengths are pushing subscriptions (Services revenue) and powerful hardware. And yet, in a burgeoning industry where the business model is either a subscription or powerful hardware (think Nvidia), Apple hasn't made a dime or a dent! They've policed the App Store as a Toll Booth for so long they've missed the sea change.

I'm thinking at WWDC they reintroduce Xcode Cloud bundled with a Claude Code subscription, branded as Swift AI or something retarded. Expect Swift 7 to feature a prompt checker so you can only write "safe" prompts and other nanny-state nonsense. Also a new round of Security Theater that deliberately cripples MCP servers and anything competitors are doing with AI just so Apple doesn't look as awful by comparison.


Watching the android XR demo that Google did yesterday at Google IO made it clear that if there ever was a formfactor that works for AI it's glasses.

Said glasses become toys without working voice controls.

So IF personal "ai assistants" do become popular you absolutely have to have the software under control. You can't just put on a pair of Apple glasses and boot up chatGPT or Gemini. That will suck.

But Apple are only interested in the next gated community. They design things around running apps.


@Someone else “ So why would Apple compete in a money-losing business?”

It would not be their first money-losing business. E.g. Apple TV.


Maybe Apple should have stuck with the car project. Har har.


Someone else

@Someone

I assume you mean Apple TV+, the video subscription service, right? That one is probably losing money(?) but Apple doesn’t break that part out on its annual report, though reportedly losing $1 billion a year which is 1% of their yearly net profit. People seem to like it, though — I like it, though I get it as part of a bundle.

The Apple TV hardware, on the other hand, is made of binned iPhone CPUs — I’m pretty sure it’s profitable.

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