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Showing posts with label Tim Cook. Show all posts
Showing posts with label Tim Cook. Show all posts

Thursday, June 26, 2025

Why Apple-Perplexity Merger Would Be Nearly Impossible (And Maybe a Mistake)



Why Apple-Perplexity Merger Would Be Nearly Impossible (And Maybe a Mistake)

In the history of tech, a few near-miss acquisition stories have become legend. Yahoo passed on buying Google for $1 million. Years later, it tried to buy Facebook for $1 billion. Facebook, wisely, said no. Had it said yes, Facebook likely wouldn’t exist today as we know it. Big fish don’t always know what to do with the more nimble, visionary minnows they try to swallow.

Now, a similar narrative is taking shape—only this time, the stakes are far higher. Rumors or speculation around Apple acquiring Perplexity AI—for a price that could top $200 billion—are swirling among analysts and insiders. But even if Apple could afford it, the real question is: Should it?

The answer, on multiple fronts, is likely no.


1. Mismatch of Cultures and Visions

Apple is a design-first, hardware-dominated, tightly integrated ecosystem company. Its product lifecycles are measured in years. Its DNA is secrecy, perfectionism, and control.

Perplexity, on the other hand, is a high-speed AI-native startup. Its core value lies in openness, information flow, and decentralization. It's building something more akin to an AI-infused, real-time knowledge engine for the internet. It iterates rapidly and is redefining what search, learning, and even cognition look like in a post-Google era.

Merging these two would be like trying to graft a hummingbird's wings onto an elephant. Even if the elephant pays $200 billion for those wings, it still won’t fly.


2. AI Breaks Silos — Apple Reinforces Them

AI-native companies like Perplexity aim to dissolve traditional silos—between apps, between knowledge domains, between user and machine. In contrast, Apple thrives by maintaining carefully walled gardens. From the App Store to iCloud to iMessage, Apple monetizes control.

That fundamental misalignment would make integration difficult, if not self-destructive.

An AI like Perplexity wants to answer everything, connect everything, go everywhere. Apple wants everything to go through Apple.


3. Without Leadership Transfer, It’s DOA

Let’s imagine Apple does buy Perplexity for $200 billion. If it doesn’t hand over a significant degree of operational autonomy—or better yet, elevate the Perplexity CEO to a top Apple leadership role—then it risks smothering the very magic it paid for.

You can’t buy vision, and you certainly can’t tame it. If Perplexity is absorbed into Apple as just another feature, like Siri once was, it will go the way of MySpace after its acquisition—stagnant and irrelevant. The deal would only make sense if Apple were ready to transform itself into an AI-native company and let Perplexity lead that transformation. But there's no indication Apple is even thinking that way.


4. Timing and Trajectory Matter

When Yahoo tried to buy Facebook, it was still the dominant portal. Facebook was growing but still small. Today, Perplexity is on the rise. It’s not a mature, stagnant startup looking for an exit. It's at the early stages of a trajectory that could reshape how we interact with knowledge entirely.

Selling to Apple now would cap its potential—both in market value and world impact. $200 billion may look tempting, but in the AI era, platforms that become the new internet interface might be worth trillions.

Why sell to a hardware company whose AI track record is—let’s be honest—lackluster?


Conclusion: Some Marriages Just Shouldn't Happen

The potential Perplexity brings to the table is too important, too expansive, and too transformative to be folded into Apple’s conservative, hardware-bound future. Unless Apple is willing to completely reinvent itself and hand the reins to AI-native leadership, such a merger would likely end in regret.

It wouldn’t be a strategic acquisition—it would be a slow-motion funeral for a company that might otherwise lead the next era of human-computer symbiosis.

Better idea? Let Perplexity keep flying. Let Apple keep building its walls. The future will reward the company that opens the most doors.




Perplexity Price: 200B For Apple. Bonus: CEO

Wednesday, June 25, 2025

Perplexity Price: 200B For Apple. Bonus: CEO

Liquid Computing: The Future of Human-Tech Symbiosis

Apple And Perplexity
Apple executives held internal talks about buying Perplexity, Bloomberg News reports

When I first threw the number 100B, if Apple was already looking at Perplexity, it sure was not in the news. Now it is. But my number even then was a floor. 200B is more like it. Why? And it will still be cheap for Apple. Because Apple will lose 200B in market value in a year if it does not do the deal. So they will be getting Perplexity for free, essentially, even at 200B.

Size does not matter. Apple is on its way to irrelevance in five years if it does not merge with Perplexity. This is not a buying. This is a merger. "Giving Siri a brain," like Faraz puts it. I'd put it more bluntly. This is giving Apple a brain. I myself have mused if Tim Cook is the Steve Ballmer of Apple. He is, objectively speaking. Steve Ballmer missed the whole mobile thing. Except AI is more fundamental than the Internet itself. A better analogy would be Apple is the New York Times and it is refusing to get a website. Print papers all the way.

Tim Cook is an amazing COO, a legendary logistics guy. We all have our strengths. But imagination and creativity don't seem to be his things. Whereas Aravind's very demeanor is liquid.

Apple executives held internal talks about buying Perplexity, Bloomberg News reports

June 10: The Slow Descent of Apple: Missing the AI Wave Like Microsoft Missed Mobile

Liquid Computing: Naming the Next Era of Intelligence
Liquid Computing: The Future of Human-Tech Symbiosis
AMA With Aravind (Perplexity)
Apple's AI Move?
Why Aravind Srinivas Should Stay at Perplexity: The Path to a Trillion-Dollar Valuation
CEO Material For Apple: A Sundar, A Satya: Aravind Srinivas
Is Tim Cook the Steve Ballmer of Apple? A Cautionary Tale of Missed Tech Waves

Liquid Computing: The Future of Human-Tech Symbiosis
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation



The iPad Is Not Enough: Designing the Ultimate AI Device for the Liquid Computing Era

In the age of Liquid Computing—when digital tools dissolve into our lives, flowing through tasks and conversations rather than fixed apps and screens—the way we work, read, and think is transforming. The old metaphors of desktop, file, and window are already relics. What’s coming next is far more fluid, far more human.

Imagine this: you're looking at your iPad. You get an email. You don’t open it. You just say, “Summarize that for me and read it out.” And it does. Better yet, it doesn’t just summarize—it knows what you care about, flags what matters, and stores the rest. You ask, “Do I need to reply?” It knows. You dictate a quick response, approve it with a voice gesture, and move on.

This isn’t science fiction. The hardware is already here—iPad, AirPods, Watch, maybe even the Vision Pro. Apple has all the pieces. But they’re missing the AI sauce.

We don’t need another screen. We need a conversation layer. Work can now be a conversation. That’s the revolution.

So what is the real device of the Liquid Computing era?

It’s not the iPad. It’s not a laptop. It’s not even a phone.

It’s something new.

A voice-first, AI-native assistant.
Think:

  • An earbud that listens and responds contextually.

  • A pin on your chest that senses your environment and quietly interacts.

  • A tablet you can still touch, but don’t have to.

The real magic isn’t in the screen—it’s in the interaction model. Natural language, proactive anticipation, real-time summarization, cross-app cognition. You don’t click between apps anymore. You just talk to your AI. You ask. You get answers. You command. It executes. You flow.

And yet, Apple—the company with the hardware muscle, the OS ecosystem, and the silicon advantage—lags behind. They’ve got the ingredients but not the recipe. The intelligence layer is missing. Without it, their ecosystem feels like a glorified calculator with a better camera.

The future will belong to whoever nails this formula:

  • Context-aware AI that lives across devices.

  • Voice-first interface that reduces cognitive load.

  • Personalized memory, helping you work without working.

This device won’t ask you to think like a machine. It will meet you as you are, in conversation, on the go, everywhere. That’s Liquid Computing.

The iPad is not enough. The real superpower is ambient AI that thinks, listens, and speaks—as your co-pilot, not your tool.

And someone—Apple, OpenAI, or a startup we haven’t yet heard of—is going to build it. When they do, work will never be the same again. 






Saturday, June 21, 2025

Apple And Perplexity

100B in cash and stock, and Aravind as Apple CEO: the only way it could work.

Apple executives held internal talks about buying Perplexity, Bloomberg News reports

June 10: The Slow Descent of Apple: Missing the AI Wave Like Microsoft Missed Mobile

Liquid Computing: Naming the Next Era of Intelligence
Liquid Computing: The Future of Human-Tech Symbiosis
AMA With Aravind (Perplexity)
Apple's AI Move?
Why Aravind Srinivas Should Stay at Perplexity: The Path to a Trillion-Dollar Valuation
CEO Material For Apple: A Sundar, A Satya: Aravind Srinivas
Is Tim Cook the Steve Ballmer of Apple? A Cautionary Tale of Missed Tech Waves

Liquid Computing: The Future of Human-Tech Symbiosis
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation

Tuesday, June 10, 2025

The Slow Descent of Apple: Missing the AI Wave Like Microsoft Missed Mobile



The Slow Descent of Apple: Missing the AI Wave Like Microsoft Missed Mobile


In 2025, Apple Still Thinks It Has Time.

Tim Cook walks on stage, smile controlled, shirt immaculately tucked, and talks about "Apple Intelligence" — a term that feels less like the future and more like carefully measured nostalgia. Meanwhile, ChatGPT is already booking flights, summarizing meetings, handling customer service, and editing podcasts. Meta’s open-source Llama is integrated into half the enterprise tools of the Fortune 500. Perplexity AI is now a verb. Elon Musk’s Grok is rewriting Twitter (sorry, X) in real-time. And Microsoft? It owns work.

Apple has been here before — the smug incumbent. The innovator-turned-operator. In 2010, it destroyed Nokia. In 2030, it risks becoming Nokia.


The Trajectory: Apple's Five-Year AI Freefall

2025 – The PR AI Year

Apple launches “Apple Intelligence” with GPT-4o-like capabilities… two years too late. It’s sandboxed, locked down, with privacy walls so thick even Siri can’t hear you. Developers yawn. Consumers applaud — for about five minutes. AI enthusiasts keep using ChatGPT. Businesses keep using Copilot.

Stock price holds steady — for now.

2026 – AI Workflows Eat the Ecosystem

AI agents are now automating entire workflows. Gmail replies before you read. Notion writes your blog. Midjourney is built into Canva. Slack bots summarize Zoom meetings and generate project plans. But Apple’s walled garden remains beautiful and dumb. Siri can set a timer. Barely.

Apple announces a $5B acquisition of a boutique AI company. The market shrugs. The iPhone 16 Pro Max still has the best camera — but that’s not where the war is anymore.

Valuation slips below $2.5T.

2027 – Developer Exodus

The App Store becomes irrelevant as developers move to AI-native platforms. Instead of "apps," users interact with fluid AI agents. Mobile interfaces are replaced by conversational and gesture-based models. Apple's old-school OS paradigm feels like an IBM mainframe in the age of Google Docs.

The AI-first browsers (Rabbit, Arc, xAI’s Osmind) make Safari look like Internet Explorer. Apple doubles down on Vision Pro… but the AI layer isn’t there. No one builds for it.

Valuation falls under $2T. Microsoft surpasses Apple — permanently.

2028 – Education and Emerging Markets Pass Apple By

India and Africa leapfrog with $200 AI-native phones from Chinese competitors, powered by open-source LLMs. These devices come with built-in tutors, doctors, farmers’ assistants — all things Apple’s ecosystem doesn’t do, or won’t allow.

Meanwhile, every teenager in the West prefers Meta’s multi-agent creator stack or uses decentralized AI tools that Apple can’t control. The iPhone becomes the Blackberry: corporate, slow, boring.

Valuation hits $1.3T. Samsung, Huawei, and startups like Humane and Rabbit take over global hardware buzz.

2029 – The AI Operating System Era Begins

Open-source AI OS models like RedPajama OS or xAI OS dominate. People talk to their computers now. The device disappears; the agent takes over. Apple’s obsession with hardware margins leaves it with the best physical box and the worst brain.

iPhone sales plateau. Mac sales nosedive. AirPods are still good — but nobody cares. The AI layer runs on top, and Apple’s isn’t invited.

Valuation falls to $900B. It’s officially no longer in the top 5.

2030 – Apple Becomes the New Nokia

By now, AI-native hardware and software is everywhere. “Where were you when it shifted?” becomes a question like “Where were you when the iPhone launched?”

Tim Cook retires. Apple announces a strategic rebrand toward services and privacy infrastructure. The iPhone 18 launches to mild applause.

It’s still elegant. But irrelevant.

Market cap: $600B. It’s 2012 again. But this time, Apple is on the wrong side of history.


The Lesson

Apple’s fall won’t come from bad products. It’ll come from good products in a world that no longer wants products. When intelligence becomes ambient, and computing becomes liquid, ecosystems built on control crumble.

Like Microsoft missed mobile by betting on Windows, Apple may miss AI by betting on iOS.

The future doesn’t run on devices. It runs on intelligence.

And if Apple doesn’t get that — someone else will.


Author’s Note:
The irony? Apple seeded this world. It made computing human. But in clinging to its old playbook — beauty, control, and secrecy — it risks becoming the very relic it once replaced.

Liquid Computing: Naming the Next Era of Intelligence
Liquid Computing: The Future of Human-Tech Symbiosis
AMA With Aravind (Perplexity)
Apple's AI Move?
Why Aravind Srinivas Should Stay at Perplexity: The Path to a Trillion-Dollar Valuation
CEO Material For Apple: A Sundar, A Satya: Aravind Srinivas
Is Tim Cook the Steve Ballmer of Apple? A Cautionary Tale of Missed Tech Waves

Liquid Computing: The Future of Human-Tech Symbiosis
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation

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Wednesday, June 04, 2025

Apple's AI Move?




Apple's AI Evolution: Partnerships, Strategy, and Tim Cook's Vision
In recent years, artificial intelligence (AI) has transformed the tech landscape, with companies like OpenAI, Google, and Anthropic leading the charge in generative AI, large language models (LLMs), and innovative applications. Apple, long perceived as a cautious player in the AI race, is now making bold moves to integrate advanced AI into its ecosystem. Reports of a partnership with Anthropic, a collaboration with OpenAI, and a broader AI strategy signal a significant shift. But is this Apple finally "getting" AI? And has CEO Tim Cook spotted and addressed a blind spot in the company’s approach? Let’s dive into the details.
Apple and Anthropic: A "Vibe-Coding" Revolution
In May 2025, reports emerged that Apple is teaming up with Anthropic, an AI startup founded by former OpenAI researchers, to develop a groundbreaking “vibe-coding” platform. This initiative integrates Anthropic’s Claude Sonnet model into Apple’s Xcode development environment, aiming to empower programmers with AI-driven tools to write, edit, and test code. The term “vibe-coding” refers to a process where developers use plain language prompts to guide an AI model in generating code, shifting their role from manual coding to overseeing and refining AI outputs. This concept, popularized by former OpenAI co-founder Andrej Karpathy, highlights a new frontier in software development.
Initially, Apple is rolling out this AI-enhanced Xcode internally to its engineers, with no firm decision yet on a public launch. This cautious approach aligns with Apple’s history of perfecting technologies before releasing them to developers or consumers. The partnership acknowledges challenges Apple faced with its own AI coding tool, Swift Assist, announced last year but never shipped due to concerns about hallucinations (AI generating incorrect outputs) and potential slowdowns in app development. By leveraging Claude, widely regarded as a top model for coding tasks, Apple is tapping external expertise to bolster its capabilities.
This collaboration is a win for Anthropic, too. Already partnered with Amazon for the Alexa+ project, Anthropic gains visibility and credibility by aligning with a tech giant like Apple. If successful, this “vibe-coding” platform could debut at Apple’s Worldwide Developers Conference (WWDC) in June 2025, potentially transforming how developers build apps for iOS, macOS, and beyond.
Apple and OpenAI: A Landmark Partnership
Apple’s AI ambitions extend beyond Anthropic. In June 2024, at WWDC, CEO Tim Cook unveiled “Apple Intelligence,” a suite of AI-powered features integrated into iPhones, iPads, and Macs. A cornerstone of this strategy is a partnership with OpenAI, the maker of ChatGPT. This deal brings OpenAI’s GPT-4o model to Apple’s ecosystem, enhancing Siri’s capabilities to handle complex tasks like generating bedtime stories, suggesting room decor, or providing recipe ideas. Users can opt in to send certain queries to ChatGPT, with Apple emphasizing privacy by processing most AI tasks on-device and handling complex requests securely at its data centers.
Unlike traditional revenue models, Bloomberg reported in June 2024 that Apple and OpenAI aren’t currently paying each other, with Apple viewing the exposure for ChatGPT as sufficient value. However, future revenue-sharing agreements are under consideration, potentially mirroring Apple’s approach with search engines, where users could choose from multiple AI providers. This partnership sparked controversy, with Elon Musk, founder of xAI, criticizing it as a potential security risk for user data. Despite this, OpenAI CEO Sam Altman expressed enthusiasm, posting on X in June 2024, “Very happy to be partnering with Apple to integrate ChatGPT into their devices later this year! Think you will really like it.”
Broader AI Alliances: Google and Beyond
Apple’s strategy isn’t exclusive to Anthropic and OpenAI. Reports suggest the company is in talks with Google to integrate its Gemini model as an alternative to ChatGPT, potentially later in 2025. This multi-partner approach mirrors Apple’s Safari browser, which allows users to select their preferred search engine. By diversifying its AI collaborators, Apple aims to offer flexibility, cater to varied user needs, and stay competitive in a crowded field where rivals like Microsoft (partnered with OpenAI since 2019) and Google have advanced rapidly.
Apple’s AI Strategy: A Deliberate Pivot
Apple’s approach to AI has historically been understated, avoiding the “artificial intelligence” label in favor of terms like “machine learning” and, now, “Apple Intelligence.” Since 2017, Apple has embedded neural engines in its chips, powering features like the Vision Pro’s hand-tracking and the Apple Watch’s heart rate alerts. In a February 2024 shareholder meeting, Tim Cook signaled a stronger embrace of generative AI, stating Apple would “break new ground” that year. By June 2024, WWDC delivered, showcasing AI-driven tools for custom emojis, photo retouching, email summaries, and improved Siri interactions—all prioritizing on-device processing for privacy, a hallmark of Cook’s leadership.
Critics once argued Apple lagged behind, caught off-guard by the generative AI frenzy sparked by ChatGPT’s 2022 launch. Internally, Apple raced to catch up, reportedly spending millions daily on LLM development, as noted by The Information in 2023. The shift of Siri and consumer AI responsibilities from AI chief John Giannandrea to software engineering leader Craig Federighi in 2025 underscores a more integrated approach across Apple’s operating systems.
Cook has addressed perceptions of being late to AI. In an October 2024 Wall Street Journal interview, he said, “We’re perfectly fine with not being first. As it turns out, it takes a while to get it really great. It takes a lot of iteration. It takes worrying about every detail.” This philosophy—prioritizing quality over speed—explains Apple’s cautious rollout of Swift Assist and its reliance on partners like Anthropic and OpenAI to refine its offerings.
Has Tim Cook Spotted His Blind Spot?
Was AI a blind spot for Tim Cook? Early on, Apple’s focus on hardware, privacy, and seamless user experiences may have slowed its public AI narrative. While rivals like Google and Microsoft touted AI breakthroughs, Apple worked quietly, embedding machine learning into everyday features. Cook’s 2024 comments to Wired’s Steven Levy dispel the notion of being late: “Back in 2017, we built a neural engine into our products. It was already apparent that AI and machine learning were huge.” He’s also denied rumors of heavy investment in OpenAI or board involvement, emphasizing Apple’s rare approach to external investments.
Cook’s vision now shines through. In a December 2024 Wired interview, he highlighted AI’s potential in healthcare, suggesting Apple’s legacy might be saving lives through health-focused AI. The partnerships with Anthropic and OpenAI, potential Gemini integration, and Apple Intelligence’s rollout reflect a deliberate strategy: leverage internal strengths (privacy, chip design) and external expertise to deliver polished, user-centric AI.
Is Apple Finally "Getting" AI?
Apple isn’t just “getting” AI—it’s redefining it on its own terms. The Anthropic partnership enhances developer tools, potentially revolutionizing app creation. The OpenAI collaboration supercharges Siri and user experiences, while talks with Google signal flexibility. Apple’s focus on privacy, on-device processing, and a vast ecosystem of over two billion active devices positions it uniquely to scale AI.
Challenges remain. AI hallucinations, legal battles over data use (faced by OpenAI), and Google’s rocky “AI Overviews” rollout highlight risks. Apple’s antitrust lawsuit from the U.S. Justice Department and 15 states, filed in 2024, questions its ecosystem control, potentially complicating AI integrations. Yet, Cook’s steady hand—iterating meticulously, partnering strategically—suggests Apple is not just catching up but aiming to lead.
The Road Ahead
Apple’s AI journey is accelerating. The Anthropic collaboration could debut publicly at WWDC 2025, alongside deeper Apple Intelligence features. Partnerships with OpenAI and potentially Google offer users choice, while internal efforts strengthen Apple’s foundation. Tim Cook has not only spotted any perceived blind spot but is steering Apple to blend AI with its core values: privacy, quality, and user empowerment. As Cook told analysts in May 2025, “We are very excited about the road map, and we are pleased with the progress that we’re making.” For Apple, the AI era isn’t about being first—it’s about being the best.