Profitable business makes your profit
At 1 a.m. on September 10th Beijing time, the much-anticipated Apple event kicked off.
The iPhone 16 series was undoubtedly the main attraction, with changes to the buttons, larger displays on the Pro and Pro Max models, and the entire lineup equipped with a 3nm process A18 chip. Additionally, new generations of the Apple Watch, AirPods, and other products were introduced.
However, in the AI domain, Apple's Apple Intelligence did not bring many surprises. The camera recognition search function and schedule management were passable, while other AI features were rather outdated.
So, overall, we believe that Apple's event this time was quite disappointing. In such a transformative era, Apple seems to be standing still, with improvements in optimizing mobile content search or using AI to create emojis or images still confined within the existing functionalities of the phone, namely social and entertainment.
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It appears that Cook is inherently lacking Jobs's "empty cup" mindset, unable to break free from the established framework of the phone and redefine a device that aligns with future trends.
Once, smartphones commonly featured keyboards, but Jobs was not limited by this form factor. The iPhone he introduced had only a multi-touch screen. It was this bold innovation that completely redefined the smartphone and created Apple's brilliant achievements.
So, to redefine the phone again, we must deeply understand the essence of the current technological revolution.
We emphasize that this round of the digital revolution brings far more than AIGC (Artificial Intelligence Generated Content) or "content intelligence." It will lead to a profound transformation in service models, namely, providing professional, high-quality services personalized, democratized, and scaled through AI for everyone.
Current AI often only engages in simple interactions with users; ChatGPT currently does not know your preferences, let alone provide services.
Service cannot be separated from a deep understanding of the service recipients, so "action intelligence" based on intelligent terminals, especially mobile phones, is extremely critical.Future smartphones and peripheral devices such as earphones, smartwatches/bands will record users' behavioral data, thereby constructing a comprehensive and in-depth understanding of users. They will be able to directly participate in users' actual actions, including timely reminders and suggestions, and even perform tasks on behalf of users.
Therefore, the future is not only about having AIGC functionalities like ChatGPT and MidiJourney on mobile phones, but also about integrating them with AI agents and other auxiliary technologies to enable them to take action. They will not only be used for social interactions but also provide services to users, which is what we repeatedly emphasize as AIGS, Artificial Intelligence Generated Services.
Just like Siri, it was initially positioned as an intelligent assistant, but it has always struggled to live up to this role. However, imagine if Siri in the future had the ability to operate across applications; it would not only be able to use large models to analyze users' deep needs but also collaborate with multiple applications to complete tasks in a way similar to how humans operate smartphones to solve problems. This could range from finding a specific photo and sending it to a specific person to booking flights and hotels, arranging business trips, and more, based on your chat history and personal preferences. This is the true personal intelligent assistant.
In fact, there have already been attempts at personal intelligent assistants, such as the Rabbit r1, which made a brief appearance at this year's CES. This device, the size of a palm, with only a 2.88-inch touch screen and a camera, allows users to complete a series of complex operations like hailing a ride or booking a flight with simple voice commands.
The Rabbit r1 sold 10,000 units on its first day of release, but unfortunately, due to its low price of only $199, low hardware configuration, 4GB of memory, and the use of the MediaTek MT6765 chip, it had to rely on cloud processing for information, leading to slow response times and less than satisfactory user experience.
However, this undoubtedly serves as a reminder to mobile phone manufacturers. If they integrate such functionalities into smartphones with stronger performance, they could revolutionize traditional smartphones.
I have simplified this into the following formula: OpenAI + A18 chip = AI smartphone.
However, personal intelligent assistants may be the domain of terminal manufacturers, as only they can truly achieve deep integration across applications, granting intelligent assistants the ability to call various apps to perform complex tasks. Terminal manufacturers are unlikely to easily give such permissions to third parties.
Therefore, personal intelligent assistants are likely to be the killer app of AI-era smartphones, directly determining the sales volume of that brand's phones. However, it seems that Apple, in order to continue its "technology pre-embedding" strategy and ensure a sufficient user base when new applications are launched, is moving too slowly in smart applications. We hope that various mobile phone manufacturers can abandon the strategy of following Apple and become the first to seize this opportunity to capture market share from Apple, promote the popularization of smart services, and welcome the era of service scaling.
Finally, I want to emphasize that even as the leader in the smartphone industry, Apple's actions are still relatively conservative, but technological change will not stop. In the next few years, complex services based on smartphone "action intelligence" will be the new "blue ocean," and it is worth everyone's early planning.In addition to personal intelligent assistants, there are many complex services available.
As an app developer, the key lies in identifying the common pain points of users, relying on a sufficient amount of professional data to train an AI system with specialized capabilities, and then establishing a long-term companion and deep interaction relationship with users. By achieving rich user data accumulation and a profound understanding of user needs, it is possible to create AI intelligent services that not only meet market demands but also possess innovativeness.
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