Key points:
- The article talks about how an investor thinks Apple's new iPhone will have better AI features that will make people want to buy it.
- Apple has not given many details about the AI feature, but they are working on it and might use technology from other companies.
- Apple's iPhone sales have been low recently, so they need something new to attract customers.
- The article also mentions Apple's focus on China and their acquisition of a Canadian AI startup.
Summary:
The article is about how an investor believes that Apple's new iPhone will have better AI features that will make people want to buy it, even though Apple has not said much about it. Apple needs this because their iPhone sales have been low and they are also focusing on China and working with other companies on AI technology.
Read from source...
1. The title is misleading and sensationalist, as it implies that the iPhone AI feature will trigger a "whole new upgrade cycle" without providing any evidence or data to support this claim. It also uses quotation marks around "Whole New Upgrade Cycle", which suggests that it is either a direct quote from someone or an ironic remark, but neither is true.
2. The article mentions that Tim Cook kept his cards close to the chest in a post-earnings call, implying that he did not reveal much about the iPhone AI feature. However, this is not fair, as Cook did hint at significant AI developments without providing specific details, which is common for companies to do before launching new products or features.
3. The article cites Ross Gerber, a Tesla investor, as an authority on Apple's iPhone AI feature, but does not provide any credentials or qualifications that would justify his opinion. Additionally, the article does not mention any potential conflicts of interest that Gerber might have as a Tesla investor and a critic of Apple's lack of AI innovation.
4. The article claims that Apple has been quietly making progress on the AI front with new models optimized for small devices like phones and laptops, but does not provide any examples or details of these models or their performance. It also mentions that Apple is looking at Google and Microsoft-backed OpenAI to license either Gemini or GPT for iPhones, but does not explain what these technologies are or how they would benefit iPhone users.
5. The article states that Apple's iPhone sales have been struggling recently, with a 16% drop in the first three months of 2024, but does not provide any context or comparison to previous years or other competitors in the market. It also does not mention how the iPhone AI feature would address this issue or attract new customers.
6. The article mentions that Apple has acquired Canadian AI startup Turi, and has been working on "Project Graymatter", a suite of generative AI features and services set to debut with iOS 18 this fall. However, it does not provide any details or examples of what these features and services are, how they would work, or why they would be beneficial for iPhone users. It also does not mention how Turi and "Project Graymatter" relate to the iPhone AI feature that Gerber believes will trigger a new wave of upgrades.
7. The article ends with a promotion for Benzinga's Tech Trends newsletter, which is irrelevant to the topic of the article and seems to be an attempt to boost traffic or revenue from the newsletter subscription. It also does not acknowledge any potential conflicts of interest that Benzinga might have as a