Since Apple Intelligence launched last fall, the company’s AI efforts have mostly amounted to a string of setbacks. The biggest one? The full suite of Apple Intelligence features still hasn’t rolled out and likely won’t for another nine months,” Gene Munster writes for Deepwater Asset Management. “That puts it about a year behind schedule, a kind of delay I haven’t seen in all my years following Apple.’
Gene Munster for Deepwater Asset Management:
Until recently, based on Apple’s capex outlook, I had all but ruled out the company offering its LLM to developers. But according to reporting from Bloomberg’s Mark Gurman, it now sounds like Apple will start offering its smaller models, and eventually its full LLM, to developers. The announcement is expected at WWDC. The big unknown is timing of when will developers actually be able to build these models into their apps. My guess is we’ll start to see the smaller models go live late this year.
Shares of AAPL barely moved on the news, likely because investors still see Apple’s AI push as a “show me” story after so many recent delays.
MacDailyNews Take: Anything positive whatsoever on the Apple Intelligence vaporware front would be most appreciated by Apple device users, developers, and AAPL shareholders.
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