Apple CEO Tim Cook raises his hand and makes a ‘V’ gesture at the WWDC event held at Apple Park in Cupertino, California on the 10th local time. Reuters,
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, ‘Although Apple has entered a partnership with the developer of ChatGPT, OpenAI, reports have emerged that Apple is not paying monetary compensation to OpenAI. It is known that Apple is discussing partnerships with other companies in addition to OpenAI.’,
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, ‘Bloomberg reported on the 13th local time that Apple believes that the branding and technology of OpenAI can be used on its hundreds of millions of devices, which is believed to have a value equal to or greater than monetary payment.’,
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, ‘Apple announced at the annual Worldwide Developers Conference (WWDC) on the 10th that it would integrate ChatGPT into its voice assistant Siri. With the help of ChatGPT, Siri can now perform various functions as if interacting with humans. The specific terms of the partnership were not disclosed at the time.’,
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, ‘According to reports, Apple can make users spend more time on their devices through the chatbot feature, but Apple does not pay OpenAI any money for using ChatGPT. This partnership may not initially generate significant revenue for either party and could instead involve OpenAI incurring high costs. OpenAI uses Microsoft’s Azure cloud system to operate ChatGPT, and costs could increase as user numbers grow.’,
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, ‘However, OpenAI currently provides ChatGPT for free on Apple products, but could potentially earn money in the future by transitioning users to paid accounts. ChatGPT currently charges $20 per month for premium features. If users switch to paid accounts, Apple could collect transaction fees using its own payment system.’,
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, ‘Apple is also reportedly in discussions with other companies, not just OpenAI. A contract with Google’s Jemina, which was mentioned as another potential partner, could be finalized by the end of this year, and discussions with Anthropic are ongoing.’,
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, ‘Google, which has been paying Apple billions of dollars annually to be the default search engine on Apple’s Safari browser, reportedly feels dismayed by this partnership. This partnership reaffirms the power of the Apple platform once again.’,
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, ‘Apple has been criticized for lagging behind in the AI competition as other big tech companies quickly launch generative AI technologies. Despite not being the first company to introduce a product, many believe that Apple’s AI response is not necessarily late, pointing to past cases where Apple eventually dominated the market. There is considerable attention on the influence of the Apple ecosystem connected to over 2 billion devices worldwide.’,
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, ‘Following Apple’s AI strategy announcement, optimism has been growing, and on the 13th, Apple regained the top spot in market capitalization on the New York Stock Exchange. Since the announcement of the ‘AI strategy’ on the 10th, it has closed higher for 3 consecutive days from the 11th. It has surged by 11% during this period, marking the largest increase since August 2020.’,
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, ‘With a market capitalization of $3.285 trillion, Apple surpassed Microsoft by a narrow margin, claiming the top spot in market capitalization. Morgan Stanley predicted that Apple’s AI features would “accelerate device replacement cycles” as the “most differentiated consumer digital agent.”\n’]