Apple's AI strategy is focused on practical AI features to improve its products, such as Project Greymatter, a set of AI tools that will be integrated into key Apple apps.
Apple is segmenting its AI approach, differentiating between 'context' and 'world' models, with the latter, such as ChatGPT, being used for open-ended queries but without personal context. OpenAI's position is not highly defensible, given the lack of moats in large language models (LLMs) and the rise of competing models. Apple's strategy suggests a commoditization trend for LLMs that leverages on-device capabilities and private cloud to provide AI features while viewing services like ChatGPT as interchangeable components.
Salesforce is overhauling its AI strategy, introducing generative AI tools for tasks without human supervision and revising its pricing model to $2 per AI-driven conversation. This shift aims to address investor concerns about AI-induced job losses impacting subscription-based revenues. The new AI tools offer higher efficiency and autonomy compared to traditional copilots and chatbots.