| > Consider the friction when consumers grumble about streaming services fragmenting. They just want one. They don't want to subscribe to 5+. I think you just proved it won't happen anytime soon. Consumers obviously would prefer a "unified" interface. Yet we can't even get streaming services to all expose their libraries to a common UI - which is already built into Apple TV, fireTv, Roku, and Chromecast. Despite the failure of the streaming ecosystem to unify, you expect every other software service to unify the interfaces? I think we'll see more features integrated into the operating system of devices, or integrated into the "Ecosystem" of our devices - first maps was an app, then a system app, now calling an uber is supported in-map, and now Siri can do it for you on an iPhone. But I think it's a long road to integrate this universally. > If there was one company worrying about change, I would think it would actually be Apple. I agree that apple has the most to lose. Google (+Assistant/Bard) has the best opportunity here (but they'll likely squander it). They can easily create wrappers around services and expose them through an assistant, and they already have great tech regarding this. The announcement of Duplex was supposed to be just that for traditional phone calls. Apple also has a great opportunity to build it into their operating system, locally. Instead of leaning into an API-first assistant model, they could use an assistant to topically expose "widgets" or views into existing on-device apps. We already see bits of it in iMessages, on the Home Screen, share screen and my above Maps example. I think the "app" as a unit of distribution of code is a good one, and here to stay, and the best bet is for an assistant to hook into them and surface embedded snippets when needed. This preserves the app company's branding, UI, etc and free's apple from having to play favorite. Edit: apple announcing LLM optimizations already indicates they want this to run on apple silicon not the cloud. |
The space is in a land-grab phase, where everyone wants to position themselves as the next Google, and control the channel.
Will be interesting to see how this all plays out.