00:00 Speaker a
Apple's global developer conference kicks off today in Cupertino, California. iPhone makers were hoping to focus on improving operating system design and productivity. Now joining us, there's Bob O'Donnell. He is the president of Tech Analysis Research. Bob, I'm happy to have you this morning to understand what we can expect. What are your expectations?
00:19 Bob O'Donnell
Thank you, Maddie. It's great to be here. Well, look, that's the basic news, everyone believes it's going to happen. So, look at the new UI designs for iOS, Mac OS, Watch OS, iPad OS, TV OS, UH, Vision Pro OS, all OSes, uh, all OSes. Well, they all have a new, consistent look. It should clearly be similar to what Vision Pro has. And they will have a new numbering scheme. They will line up in calendar years. I've seen other companies do this. So instead of iOS 19, it would be iOS 26. This is because it came out in the second half of the 25 and most will be available at 26. That's the plan. Well, we're expecting a few other enhancements, but basically everyone thinks that every preview has little hint at Apple Intelligence and Siri. And of course, that's all market talk. Everyone has been talking about AI. You guys were talking about it for the last few minutes. I'm listening. So, that's everything. So there will definitely be some disappointments, I think it's from some hardcore AI people and some hardcore Apple fans. But you know, along with Apple, they have this incredible knack of having the right timing for many things. So my question is, hey, they're late, but in the end, is that really important? Because not everyone is always using AI. Many people just nibble on it. And hopefully, by the time Apple acts together, they have a demand there.
03:03 Speaker a
And we've talked at length about generator AI that almost replaces the original idea to start search queries with one of the more popular search engines over the last few decades. What will technology that we expect to actually drive the next type of thrust point forward in how we are activating the AI generated through the devices people are using?
03:34 Bob O'Donnell
You know, that's a great question, Brad. So it's summed up to the agent, right? Agents are where you expect AI to move because it's just a chatbot. You know, you have to type the quick kind of thing, uh, like a search query, or actually perform an action. And that's where you essentially do all this and have an ai in the background. And for the record at DUBDC last year, Apple presented just that very cool vision. In a way, it was a little ahead of the curve of the overall agent story. The problem is they couldn't provide it and some of the things they put out didn't work. Well, the basic textual summary and notification summary didn't work as much as expected. Of course, another challenge for Apple is that they don't have their own LLM. They use others. They partner with many people. And of course, do you have a big question that they really need to have themselves? You're thinking about the way at some point, they probably do. So I don't know, maybe they'll tease it today. I understand.
05:12 Speaker a
Is there anything this week that Apple can change your mind, not just your mind, but Wall Street's heart about where you stand within the AI race? How expensive is their bar?
05:26 Bob O'Donnell
Well, I look, the bar is very expensive. No one else has any more devices in the world. So, can no one have a greater impact on how to integrate AI into everyday experiences than APIING? That is, until recently, 1.2 billion or many devices. So the bar is very high and maddie, but they have to show that they can make some visions possible, as they showed last year that they have made progress by running some of their models. And frankly, how do you think about Siri and Apple Intelligence, even integration? How do they work together? Is Apple Intelligence behind the scenes and in front of Siri? I think it's important to clarify such basic things as there's a lot of confusion about what Apple is trying to do. And of course, partnerships. Originally, I thought there would be an announcement with Google to utilize Gemini in addition to Openai. Um, but it sounds like it probably won't happen now. I understand. If they saw some big partnerships with other LLM providers, it would make a difference.
