Hi Friend,

Yesterday, Apple announced its new name for artificial intelligence tools on its platform: Apple Intelligence. If you watched the keynote carefully, it was almost humorous how they danced around the term "artificial intelligence" throughout. At the beginning, Tim made reference to "intelligence" without the word "artificial. Then, throughout the rest of the keynote, up until the announcement of Apple Intelligence, Apple relied on its old standby, “machine learning.” Nevertheless, they eventually got there with the announcement of Apple Intelligence.

The initial explanation was telling. They stated five principles for Apple Intelligence: powerful, intuitive, integrated, personal, and private. These principles are the foundation of what they’re trying to ship. Also, in Apple fashion, the term Apple Intelligence doesn’t refer to a single product or service, but a group of intelligence-related features:

Table Stakes AI

This is the type of AI that everyone was expecting. It includes things like removing lampposts from picture backgrounds and cleaning up text. We already see multiple implementations throughout the Internet and in many apps already on our Macs. Apple had to do this.

They did, and the implementation makes sense. It’s got a clean user interface and clear options. Moreover, developers can incorporate these tools into their apps with little or no work. It should be universal throughout the operating systems, so learning how the tool works in one place means you can use it everywhere else. For most consumers, this is golden.

Also, it will be private. While I’m a paying customer of Grammarly, I’m aware that everything it checks is going to their servers. That means there are some things that don’t get checked. I’d much prefer to do this work privately on my device.

LLM AI

There have been many rumors about Apple developing its own Large Language Model (LLM), but nobody expected them to have one competitive with the likes of OpenAI and Google. So the question was, will Apple ship something inferior, work with one of the big players, or not include LLM as part of this initiative? We got our answer with the partnership with OpenAI, which incorporates OpenAI's 4o engine into the operating system.

This makes a lot of sense. Since the keynote, Craig Federighi has gone on record saying they also want to make similar partnerships with Google and other LLM providers. While nothing is going to be private sent to a company like OpenAI, Apple is doing what it can to help you out. It doesn’t require an account, and it warns you before sending data to them. Again, I think this is a rational implementation.

If you already have an OpenAI account, you can even hook it up in the operating system to take advantage of all those additional features.

Private AI

This was the most important component of Apple Intelligence and was underplayed in the keynote. Using the built-in neural engine on Apple silicon combined with Apple Intelligence, Apple intends to give us the ability to take intelligence-based actions that can only be accomplished with knowledge of our data. That bit is essential: Apple Intelligence can see your data, but more powerful LLMs, like ChatGPT, cannot.

That gives Apple Intelligence powers that you won’t get from traditional LLMs. Craig explained it with some example requests:

“Move this note into my Inactive Projects folder”, requiring access to Apple Notes. “Email this presentation to Zara”, requiring access to Keynote and Apple Mail. “Play the podcast that my wife sent the other day,” which requires access to data in the Podcasts and Messages apps.

While these commands aren’t as sexy as asking an LLM engine to write your college paper for you, if they work, they’d be damn useful. This is exactly the kind of implementation I was hoping Apple would pursue. Because they control the whole stack and can do the work on device, this feature will also be unique to Apple customers.

“AI for the Rest of Us”

During the WWDC keynote, I only heard the term “Artificial Intelligence” once. At the end, when Craig said, “Apple Intelligence. This is AI for the rest of us.” I think that sentiment summarizes Apple’s entire approach. I agree with the philosophy.

I’m convinced that Apple has considered AI in a way that makes sense to me and that I’d like to use it. The question now is whether Apple can deliver the goods. Apple Intelligence will be released for beta testing in the fall, so now we just have promises.

Apple’s challenge is the way Siri lingered for so long. You’ll recall that Siri, too, started with a good philosophy and many promises, but Apple didn’t keep up with it, and Siri never fulfilled its potential.

Looking at the Siri example, I should be skeptical of Apple Intelligence and its commitment. Yet, I’m more hopeful than that. The degree of intentionality described yesterday, combined with the extent to which Apple’s stock price is contingent on getting this right, makes me think this time will be different. In the meantime, we wait.

Your pal,
David

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