Apple and Goaltwo historical rivals, began conversations about the possible integration of the generative artificial intelligence of Goal in Apple Intelligenceaccording to sources familiar with the negotiations, released this Sunday The Wall Street Journal (WSJ).
These dialogues show a collaboration that until now was believed unlikely between two technology giants that have been at odds in multiple areas for years. The motivation behind these conversations lies in Apple’s need to catch up in the field of generative artificial intelligence..
While Manzana has developed its own models of AI smaller, the company has recognized the need to collaborate with partners for more complex tasks. According to Craig Federighisoftware leader Manzana“we wanted to start with the best,” referring to the initial association with ChatGPT of OpenAIannounced at the conference Worldwide Developers Conference from Apple earlier this month.
Meta’s interest in this potential collaboration stems from its desire to take advantage of Apple’s vast device distribution.similar to how App Store allows multiple developers to reach millions of users iPhone. This type of partnership would offer Goal a significant advantage in the race to dominate the generative artificial intelligence.
Mark Zuckerberg and his team artificial intelligence They could score a big win with a deal of this magnitude, considering the major changes they’ve already made with their language model Calls.
In addition to Goal and OpenAIconversations have also been held with startups from artificial intelligence as Anthropic and Perplexity. These companies are interested in integrating their technologies into Apple Intelligence.
Federighi noted that offering various options for artificial intelligence models is beneficial for userssince “they will prefer different models for different tasks, such as creative writing or medical research,” cited the WSJ.
Although an agreement with Manzana would represent a massive distribution of products for companies artificial intelligence, the exact financial impact it would have is still unclear. According to Gene Munsterveteran analyst of Manzana, OpenAI expects the use of ChatGPT doubles when integrated with Manzanaalthough this will also increase infrastructure costs between 30% and 40%.
Munster suggests that between 10% and 20% of Apple users would choose to pay a premium subscription to a product like ChatGPT. “Getting distribution is difficult,” he said. Munster. “The beauty of what Apple has built is that you have this committed distribution at scale.”
In short, according to Munstera collaboration between Goal and Manzanacould translate into billions of dollars for companies artificial intelligence that manage to successfully integrate with the new Apple platform.
The possible collaboration between Apple and Meta also marks a turning point in their relationship. Tensions between both companies have persisted for more than a decade, notably when Manzana introduced privacy changes in 2021 that Goal He said they would cost him $10 billion in revenue in 2022.
Furthermore, in April of this year, Goal published instructions for advertisers to avoid the 30% charge that Manzana imposed by “sponsored posts.”
With potential agreements with different companies artificial intelligence, Manzana avoids excessive dependence on a single supplier such as OpenAI. However, the possibility of doing so will depend on the specific terms of each negotiation, which differs from the established structure of the App Store which allows developers to submit applications for approval.
For users, the flexibility to choose between different AI models could represent a significant advantage. The diversity of options would allow them to select the best tool for specific tasks, strengthening the ecosystem of Manzana with various capacities artificial intelligence.
