IPhone-Maker Will Be Reliant On ChatGPT-Parent, Google, And Meta For Delivering AI Features, Says Gene Munster: 'Apple Will Leverage Tech From OpenAI To Create New Devices, Like AirPods With Cameras'

蘋果製造商將依賴於chatgpt概念股的母公司Google和Meta來提供人工智能功能，基因·蒙斯特表示：'蘋果將利用OpenAI技術來打造像帶攝像頭的AirPods這樣的新設備'

Benzinga · 04:42

Gene Munster, managing partner at Deepwater Asset Management, predicted that Apple Inc. (NASDAQ:AAPL) will leverage ChatGPT-parent OpenAI for a substantial part of its AI functionalities.

What Happened: According to Munster, Apple's investment in OpenAI could mean that the tech behemoth may not be aiming to build a rival, comprehensive large language model (LLM.)

Instead, the tech giant might rely on Microsoft Corp.-backed (NASDAQ:MSFT) OpenAI, Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, and potentially Meta Platforms Inc. (NASDAQ:META) for approximately a third of its AI features in the future.

He also speculated on why consumers might prefer Apple's version of OpenAI. "The answer is Apple can bring in your personal AI into the equation, that will result in a dramatically more valuable AI experience for Apple users."

Munster concluded by saying that Apple could leverage OpenAI's technology to develop innovative devices.

"Apple will leverage tech from OpenAI to create new devices, like AirPods with cameras which would be a game changer in wearables. This would compete with what Meta and Google are building in the smart glasses space," the managing partner stated.

My take on $AAPL investing in OpenAI:
1) This is a sign that Apple is not seeing a path where it makes sense to build a competitive, full feature LLM.
2) What that means is they are going to be reliant on OpenAI, Google, and maybe even Meta to deliver about a third of their AI...
— Gene Munster (@munster_gene) August 30, 2024

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Why It Matters: Munster's comments about Apple's potential reliance on OpenAI for its AI features come after reports of the tech giant's interest in investing in OpenAI.

Earlier this week, it was reported that iPhone-maker was in discussions to invest in OpenAI, the company behind the popular ChatGPT AI chatbot. This investment was part of a fundraising round that could value the AI company at over $100 billion.

However, the potential investment has also re-ignited controversy. Tesla and SpaceX CEO Elon Musk, who co-founded OpenAI in 2015 and subsequently left it in 2018, has questioned the legality of the startup's transition from a non-profit to a for-profit model.

Check out more of Benzinga's Consumer Tech coverage by following this link.

Apple's September 9 'Glowtime' Event Featuring iPhone 16 Launch Could Kickstart A 'Historical Period,' Says Wedbush Analyst Dan Ives

Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

Photo courtesy: Shutterstock

Gene Munster, managing partner at Deepwater Asset Management, predicted that Apple Inc. (NASDAQ:AAPL) will leverage ChatGPT-parent OpenAI for a substantial part of its AI functionalities.

Deepwater資產管理合夥人Gene Munster預測，蘋果公司（納斯達克:AAPL）將利用ChatGPT母公司OpenAI的大部分人工智能功能。

What Happened: According to Munster, Apple's investment in OpenAI could mean that the tech behemoth may not be aiming to build a rival, comprehensive large language model (LLM.)

發生了什麼事：根據Munster的說法，蘋果投資OpenAI可能意味着這家科技巨頭並非旨在構建一個競爭對手，全面的大型語言模型（LLm）。

Instead, the tech giant might rely on Microsoft Corp.-backed (NASDAQ:MSFT) OpenAI, Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, and potentially Meta Platforms Inc. (NASDAQ:META) for approximately a third of its AI features in the future.

而是，這家科技巨頭可能會依賴微軟公司支持的（納斯達克:MSFT）OpenAI，Alphabet公司的（納斯達克:GOOG）（納斯達克:GOOGL）Google，以及可能的Meta平台公司（納斯達克:META）將其將來約三分之一的人工智能功能。

He also speculated on why consumers might prefer Apple's version of OpenAI. "The answer is Apple can bring in your personal AI into the equation, that will result in a dramatically more valuable AI experience for Apple users."

他還推測消費者爲什麼可能更喜歡蘋果的OpenAI版本。"答案是蘋果可以將您的個人人工智能引入到這一方程中，這將使蘋果用戶獲得極具價值的人工智能體驗。"

Munster concluded by saying that Apple could leverage OpenAI's technology to develop innovative devices.

Munster總結說，蘋果可以利用OpenAI的技術來開發創新設備。

"Apple will leverage tech from OpenAI to create new devices, like AirPods with cameras which would be a game changer in wearables. This would compete with what Meta and Google are building in the smart glasses space," the managing partner stated.

"蘋果將利用OpenAI的技術來創建新設備，比如帶攝像頭的AirPods，這將是可穿戴設備領域的變革者。這將與Meta和Google在智能眼鏡領域所構建的產品競爭，"資管公司合夥人表示。

My take on $AAPL investing in OpenAI:
1) This is a sign that Apple is not seeing a path where it makes sense to build a competitive, full feature LLM.
2) What that means is they are going to be reliant on OpenAI, Google, and maybe even Meta to deliver about a third of their AI...
— Gene Munster (@munster_gene) August 30, 2024

我對$AAPL投資OpenAI的看法：
1）這表明蘋果並不認爲構建一款具有競爭力的完整功能的LLm是有意義的路徑。
這意味着他們將依賴OpenAI、谷歌，甚至可能是Meta來提供約三分之一的人工智能。
— Gene Munster (@munster_gene) 2024年8月30日

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訂閱Benzinga Tech Trends電子報，獲取最新技術動態。

Why It Matters: Munster's comments about Apple's potential reliance on OpenAI for its AI features come after reports of the tech giant's interest in investing in OpenAI.

爲什麼重要：蒙斯特評論蘋果對OpenAI在人工智能功能上的潛在依賴之後，有報道稱這家科技巨頭對OpenAI的投資感興趣。

Earlier this week, it was reported that iPhone-maker was in discussions to invest in OpenAI, the company behind the popular ChatGPT AI chatbot. This investment was part of a fundraising round that could value the AI company at over $100 billion.

本週早些時候，有報道稱iPhone製造商正在討論對OpenAI進行投資，OpenAI是一家知名AI聊天機器人ChatGPt背後的公司。這次投資是一輪融資的一部分，預計將使這家AI公司的價值超過1000億美元。

However, the potential investment has also re-ignited controversy. Tesla and SpaceX CEO Elon Musk, who co-founded OpenAI in 2015 and subsequently left it in 2018, has questioned the legality of the startup's transition from a non-profit to a for-profit model.

然而，潛在的投資也重新引發了爭議。特斯拉和SpaceX首席執行官埃隆·馬斯克（Elon Musk）在2015年共同創立了OpenAI，並在2018年離開了該公司，他對這家初創公司從非盈利機構轉變爲盈利模式的合法性提出了質疑。

Check out more of Benzinga's Consumer Tech coverage by following this link.

請點擊此鏈接查看更多有關Benzinga的消費科技報道。

Apple's September 9 'Glowtime' Event Featuring iPhone 16 Launch Could Kickstart A 'Historical Period,' Says Wedbush Analyst Dan Ives

蘋果9月9日的「Glowtime」活動，將推出iPhone 16並可能開啓一個「歷史時期」，Wedbush分析師丹·艾夫斯表示

Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

免責聲明：本內容部分使用Benzinga Neuro製作，並由Benzinga編輯審核和發佈。

Photo courtesy: Shutterstock

圖片來源：shutterstock

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。更多信息