Comment by msgodel 3 days ago
I think the demand for this will actually kill closed ecosystems like iOS. I feel strongly enough about this that I'm shorting Apple over it. They won't be able to get it right because every integration will have to be canned while companies giving the LLMs/users a shell will allow them to do anything. People get confused because that used to not matter, most users couldn't do anything with a shell. That's no longer the case with LLMs.
I think it's already starting. Apple can't produce anything people just have to have anymore because of the attitude that's causing this. You can see this in their sales numbers.
I am completely uninterested to going back to the privacy-stealing, ad-infested nightmare that is Android. Besides, what would I even gain? iOS 25 just got live translation in calls and item extraction from screen (not just photos). So what am I missing?
My brother's family and my parents all have iPhones and apple devices because the whole apple ecosystem Just Works for them, especially sharing pictures. They're far from tech saavy, and telling them to "just install this on your phone and this on your computer and this other thing on your other computer" is a non-starter.
None of them actually care that they are Apple products or iWhatevers. Most couldn't tell you what the difference is between what they use and windows or android. They just know to go to the apple store to get things that work for them.
I think you’re extrapolating too much from the enthusiasm of early adopters? There is widespread skepticism about AI. A lot of people aren’t that eager to use it and resent having new AI features pushed on them by overenthusiastic vendors.
Maybe users would rather keep their data safe than have it exfiltrated by a confused AI?
> I feel strongly enough about this that I'm shorting Apple over it.
How long do you think it will take for this to meaningfully override Apple's share price?