Apple might have just pulled the smartest move in the AI race and barely spent any money doing it.

@casey.aicreates

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Why it worked

The video provides a high-level, insightful analysis of a major tech company's strategy, which appeals to tech-savvy viewers, while using a very low-friction, native call to action at the end.

Summary

The creator explains Apple's strategic shift to turn Siri into a gateway for various AI models, effectively creating an AI marketplace on the iPhone. He argues this allows Apple to profit from AI distribution without the massive costs of training models themselves.

Structure

1Apple's new AI strategy
2Siri as an AI gateway
3The iPhone as an AI marketplace
4Apple's 30% cut model
5Future of on-device AI
6Call to action

Product placement

The creator mentions his Discord community as a place to keep up with AI news.

Call to action

Original caption

Apple just played out their plan for Siri and it’s a genius move… #vibecoding #aiagent #siri #appleintelligence

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On-screen text

APPLE MIGHT HAVE JUST PULLED THE SMARTEST MOVE IN THE AI RACE AND BARELY SPENT ANY MONEY DOING IT. SO APPARENTLY APPLE IS PLANNING SOMETHING BIG FOR A FUTURE VERSION OF IOS. NOT TRYING TO BUILD THE BEST AI MODEL THEMSELVES, BUT THEY ARE TURNING SIRI INTO THE FRONT DOOR FOR EVERY AI MODEL. THINK ABOUT THIS RIGHT NOW. IF YOU WANT TO USE CHATGPT, CLAUDE, GEMINI, OR PERPLEXITY, YOU HAVE TO OPEN THEIR APPS. BUT WITH THIS NEW SYSTEM, YOU CAN INSTALL THOSE APPS, TOGGLE THEM ON IN SETTINGS, AND SUDDENLY SIRI BECOMES THE INTERFACE FOR ALL OF THEM. YOU ASK SIRI SOMETHING AND IT CAN ROUTE THAT REQUEST TO WHICHEVER AI SERVICE YOU CHOOSE. CLAUDE, CHATGPT, GEMINI, GROK, PERPLEXITY, ALL THROUGH SIRI. WHICH MEANS APPLE ISN'T TRYING TO WIN THE AI MODEL RACE. INSTEAD, THEY'RE TURNING THE IPHONE INTO AN AI MARKETPLACE. AND REMEMBER, THERE ARE OVER 2.5 BILLION APPLE DEVICES. SO NOW EVERY AI COMPANY ON EARTH IS COMPETING FOR A SPOT ON THOSE PHONES AND APPLE IS TAKING THEIR USUAL 30% CUT FROM SUBSCRIPTIONS THROUGH THE APP STORE. BECAUSE OF THIS, THEY DON'T NEED MASSIVE DATA CENTRES TRAINING TRILLION PARAMETER MODELS IN TENS OF BILLIONS OF COMPUTE, JUST DISTRIBUTION. IT'S BASICALLY THE SAME STRATEGY THEY USED WITH THE APP STORE, BUT FOR AI. AND HERE'S THE EVEN CRAZIER PART. SOME ANALYSTS THINK THAT IN A FEW YEARS THE IPHONE MIGHT ACTUALLY BE POWERFUL ENOUGH TO RUN SMALLER VERSIONS OF THESE FRONTIER MODELS DIRECTLY ON THE DEVICE. NO CLOUD, NO SERVERS, JUST AI RUNNING LOCALLY ON YOUR PHONE. WHICH WOULD MEAN APPLE CONTROLS THE GATEWAY TO AI FOR BILLIONS OF PEOPLE. SO INSTEAD OF WINNING THE AI RACE, APPLE MIGHT HAVE JUST FIGURED OUT A WAY TO TAX EVERYONE WHO DOES. GIVE ME A FOLLOW AND JOIN THE DISCORD IN THE LINK IN MY BIO IF YOU WANNA KEEP UP WITH THIS AI SPACE.

Transcript

So apparently Apple is planning something big for a future version of iOS where they are not trying to build the best AI model themselves, but they are turning Siri into the front door for every AI model. Think about this right now. If you want to use ChatGPT, Claude, Gemini, or Perplexity, you have to open their apps. But with this new system, you can install those apps, toggle them on in settings, and suddenly Siri becomes the interface for all of them. You ask Siri something and it can route that request to whichever AI service you choose. Claude, ChatGPT, Gemini, Grok, Perplexity, all through Siri. Which means Apple isn't trying to win the AI model race. Instead, they're turning the iPhone into an AI marketplace. And remember, there are over 2.5 billion Apple devices. So now every AI company on earth is competing for a spot on those phones and Apple is taking their usual 30% cut from subscriptions through the App Store. Because of this, they don't need massive data centres training trillion parameter models in tens of billions of compute, just distribution. It's basically the same strategy they used with the App Store, but for AI. And here's the even crazier part. Some analysts think that in a few years the iPhone might actually be powerful enough to run smaller versions of these frontier models directly on the device. No cloud, no servers, just AI running locally on your phone. Which would mean Apple controls the gateway to AI for billions of people. So instead of winning the AI race, Apple might have just figured out a way to tax everyone who does. Give me a follow and join the Discord in the link in my bio if you want to keep up with this AI space.