Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

I’ve spent the last few days testing the performance of Apple Vision Pro with M5 — here’s how it stacks up against the original. It’s 35% quicker when booting up, widgets appear almost instantaneously, Safari is noticeably more responsive, and creating Spatial Scenes also feels much faster. The most...

240,417 Aufrufe • vor 10 Monaten •via X (Twitter)

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Here's more analysis on the Apple and Google deal to make a new kind of Siri, after I had a cup of coffee. This is what OpenAI is doing: they're making a variety of new products and going after Apple. Apple didn't want to give OpenAI any more data to help a potential new competitor. The real problem for this OpenAI effort is that we're about to move to glasses. People don't believe me that we're about to move to glasses, but you should, because I just got back from CES and there was a ton of glasses there. For OpenAI to really get somewhere, they need to add a camera to an earphone. While I don't see that in this latest report, I won't be shocked to see a camera show up somewhere eventually. It is cameras that add understanding of the real world, which can lead to many new features that Apple's current AirPods Pro can't match. I believe Apple is developing such a product to go with their glasses, which makes a lot of sense. Also, Google's AI models are better at multimodality; this means they can use cameras in a much better way than even OpenAI's models can. This is why in Silicon Valley robotics companies, a lot of them use Google Gemini: because robots need multimodality. Apple's glasses, which are expected in 2027, have some significant advantages over the others. First, they have eye sensors in them, so it knows where the user is looking. It also can tell what the user is touching, holding, or gesturing towards. This new capability will give Siri a significant parlor trick: it will let Siri answer questions that no other search engine has been able to answer before. But the real reason I'm still bullish on Apple's glasses isn't technology—it's content. Apple has NBA rights and Formula One (among others) and a really great studio system, which has produced one of the biggest hits of the last six months. Pluribus. Apple also, because of its privacy stance, has a significant lead in consumer trust. Because of its retail stores, it also has a significant lead in the ability to: 1. Show people glasses 2. Get them fit properly 3. Get people trained On Saturday, I went to the main Apple store in Cupertino and watched one of the classes that they teach every few hours in an Apple store. The store was packed with people watching the class on a huge screen in the middle of the store. Apple has dramatically changed retail because of its stores, which gives it the most trusted brand in the business and gives it distribution to most of the world's richest people. While OpenAI has almost a billion users, it is unclear whether those users will switch ecosystems from Apple to OpenAI. Even if OpenAI's AI and devices can do a few more things, I'm not so sure anybody's going to care when Apple has very capable headphones that match up with their iPhones and has the world's richest people addicted to the Apple ecosystem (me included). Here is one of the secret Chinese suites at CES, which makes a series of glasses to sell to other brands. This gives you a sense of how fast the glasses world is moving. AI needs to not just tell you what it's seeing, but it needs to show you things to really make the solution complete. Also, Apple usually picks a much better design than anyone else. Because it's such a luxury brand, it can charge more than anybody else and be more profitable. I don't see anyone else being able to put together the whole solution the way Apple can. Therefore, I am still very bullish on Apple making a dramatic announcement about glasses sometime in the next 24 months. At CES, though, it's clear that many manufacturers will try. XREAL 👓 just got $100 million of funding to continue its glasses development, and officials of the company told me it will release its Android XR based glasses later this year. Short version: AI is coming to wearables in a big way, and Apple will do what it always does: come in late to the market and redefine it when it enters. It still has all the pieces to put together the puzzle, even though it doesn't have its own LLM so had to do a deal with Google for that. Yeah, others will be earlier to the market, and will win some buyers because of that, but buyers like me know that and will be happy to put down our other ones to buy Apple because of its advantages. With one big caveat: Apple has to deliver an amazing pair of glasses, and maybe a headphone with a camera, to keep the competition from taking its lunch. Also, behind the scenes there is a big patent battle brewing. Apple has quite a few, but I talked with Ann Greenberg at CES, who started Gracenote. She says she has several patents that will enable a large company to force others to license their technology and that she's already in final stages of selling those patents to a big company. All the big companies have patent portfolios they can use against each other, and particularly smaller, newer, competitors. Microsoft alone has dozens of patents it bought to start off its Hololens efforts, which it gave up on, but Microsoft still has almost 1,000 lawyers who would love to go after other companies for licensing deals. Plus, Google-funded Magic Leap has about 1,000 patents, so it'll be interesting to see if anyone buys the remnants of that company. The question is: can anyone disrupt Apple? Especially OpenAI?

Robert Scoble

275,056 Aufrufe • vor 7 Monaten

Apple just made every tech giant that went all in on AI look like clowns. For 12 months straight, Apple was the "biggest loser" of the AI era. Its AI team kept losing people. Its Siri overhaul kept getting delayed. And every headline said the same thing: Apple missed the biggest technology shift in a generation. But turns out, the OPPOSITE is actually the case... Apple passed Nvidia to briefly become the most valuable company on Earth again, worth around $4.88 trillion. Apple is up nearly 23% this year. Nvidia is up just 7.3%. Apple is now the best performer in the entire Mag 7. And when you look at why, it's almost funny. Apple won by REFUSING to spend the money everyone said it had to spend. Look at what the rest of Big Tech committed to the AI buildout this year: - Amazon, Google, Meta and Microsoft are spending more than $665 billion combined - Apple is spending about $13.5 billion - That is nearly 50x less than its rivals For a year, that gap was "proof" that Apple had fumbled it. Then the AI trade broke, and the company with no giant AI bill suddenly looked like the smartest one in the room. Apple never took on the risk. It never borrowed the billions to build data centers, and it never had to promise Wall Street that all that spending would pay off later. So when the trade cracked this week, Apple had nothing to crack. It still runs on iPhones and a services business that keeps setting records, not on a bet about AI revenue that has not shown up yet. And the crack itself was real: A Chinese startup called Moonshot dropped a new model that rivals the best from OpenAI and Anthropic, and it messed up the whole market in a single day. Investors are already calling it a Kimi moment, a rerun of the DeepSeek shock that hit these same stocks last year. The Philadelphia semiconductor index fell into a bear market, down 20% from its June peak. The Nasdaq 100 had its worst week in almost a month. Microsoft is now down 20% on the year, its worst stretch since 2022. Every company that went all in on the buildout got hit. Apple, the one that sat it out, is the company that came out on top. Why does this matter? Because for two years the entire market ran on one belief: Spend the most on AI or get left behind. The companies that spent $665 billion were called visionaries. The company that spent $13.5 billion was called a dinosaur. This week the market briefly went the other way. HSBC just upgraded Apple and lifted its price target to $366 from $260. Money that was chasing chips is now hiding in the one megacap with almost no exposure to the thing that just blew up. And the doubts are reaching the top now too: Societe Generale's head of US equity strategy warned this week that the biggest AI spenders are still burning cash so fast that investors are openly asking whether the spending ever pays off. What happens next: Nobody knows if this holds. Apple could lose the top spot again by Monday, and the AI bulls will tell you the buildout always looks reckless right before it pays off. But something bigger happened this week... For one day, the market stopped rewarding the biggest spender and started rewarding the one that kept its wallet shut. If that keeps happening, every board that bet the company on AI has a real problem. And the company that got mocked for doing the least became the safest place to hide from the trade it skipped. What do you think?

Ricardo

37,412 Aufrufe • vor 1 Monat

This is a big update! visionOS 2.4 Beta is now available and I’m genuinely excited! The public release hits in April, but here’s the rundown of what’s available in visionOS 2.4 Beta today: • Apple Intelligence is coming to Vision Pro! All those rumors that said the first model wouldn’t get it. Dead wrong. We’re getting Image Playground to whip up fun images, Genmoji for custom emojis, and my personal favorite, Writing Tools. This is just the start of Apple Intelligence on Vision Pro and I’m excited to see where it takes us. • Guest User feature! Hand your Vision Pro to someone, and your nearby iPhone or iPad pings with an 'Allow Guest User' option. You pick their apps from your device, kick off View Mirroring with AirPlay to see what they’re seeing, and guide them through the experience. It’s clean, easy, and something many of us have been asking for. • A new Spatial Gallery app! Apple’s curating a stunning lineup of spatial photos, videos, and panoramas from artists, filmmakers, and brands like Cirque du Soleil and Porsche. Can’t wait to dive into that. • A new Vision Pro app for iPhone! Browse and queue up apps or games to download, discover spatial content from Apple TV and Spatial Gallery, and grab handy tips—all from your iPhone. It’ll roll out with iOS 18.4 wherever Vision Pro’s sold. I think it’ll be super useful. visionOS 2.4 is a big step up and it’s another strong signal that we have a lot to look forward to with spatial computing from Apple. We are just getting started.

Justin Ryan ᯅ

83,414 Aufrufe • vor 1 Jahr

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.

Milk Road AI

37,459 Aufrufe • vor 1 Monat

The apple scene in "Once Upon a Time in Anatolia" (2011) wasn't in the script. Nuri Bilge Ceylan got the idea when he was walking on a day off from the shoot. He saw the apple travelling around by chance. It was a scene where two people were talking and Ceylan felt it would be better if he could make it a bit more interesting. He used it as a metaphor for human life. Ceylan said, "That was not in the script—I found that idea when I was walking around on an off day during the shoot. I saw this apple traveling around, by chance. It was a suitable place—the two of them were talking, and showing them for a long time in a static frame, two people in the darkness, talking—you can inject something in that. For that scene, I wasn’t sure whether I should use that shot or not. But when I put the dialogue over it, I liked it. I wanted to show that the fate of the apple is not so different from our fate. Everything created in the world has the same destiny—animals, trees, humans all have the same kind of destiny. In some way, the apple represents human life, as it goes to rest with the other, rotting apples. Actually, in the rest of that shot, the apple moves back into the stream, but we didn’t use that." When asked the reason why he stopped the shot there, Ceylan replied, "Because to shoot the apple [as it keeps] moving creates more hope; it’s not realistic. Giving hope has become a cliché in cinema, and I don’t like that attitude." ("The Darkness: Once Upon a Time in Anatolia", Zachary Wigon, Tribeca, 2012)

DepressedBergman

11,243 Aufrufe • vor 16 Tagen