Hey Siri, Is Elon Musk Right About the Apple-OpenAI Deal?

Matt Wolfe and a guest debate Elon Musk's threat to ban Apple devices if the company integrates OpenAI at the OS level. They parse whether Apple would run it locally or via cloud, weigh Musk's motives against the backdrop of his dropped lawsuit against OpenAI, and untangle the rivalries between Apple, OpenAI, and Microsoft.
Chapters
Did you think about that tweet from Elon Musk? Did you see the one where he was talking about, you know, if Apple does this? He's like, this is outrageous. If they do this, like, I'm banning Apple phones from all of my companies and you'll have to not bring. You can't even bring the phone in if you're a visitor.
Yeah, yeah, yeah.
I'm like, that's like, holy crap.
Yeah, yeah. I mean, my thoughts. My thoughts on Elon at the moment is Elon is the king of engagement farming.
Yeah.
I mean, and he doesn't even need to be the king of engagement farming. He's already. All he has to do is tweet anything and millions of people are going to see it. But I think he likes stirring the pot. I just think Elon loves going on Twitter, X whatever you want to call it, and just stirring stuff up. Like, I just think that's his mo. I don't really think he would ban iPhones. I think a lot of his employees would be pissed off about that. Like, I don't. I just. I can't see him doing that. But he was basically saying, like, if. If it was, like, running locally on their phones. Like, what did the actual tweet say?
If they. If they integrate OpenAI at the OS level, that Apple devices will be banned at my companies.
Yeah. So do you really see Apple Integrating OpenAI at the OS level? I don't know. I have a hard time seeing them do that. I think OpenAI, they're still going to use the API. It's still going to send to the cloud. It's still, you know, it's still going to go that direction. I don't actually see Apple integrating it at the OS level.
Yeah, he probably watched the video and it was kind of vague about how those integrations are going to work. And he probably made some really quick assumptions and tweeted this out. I could see him being generally, you know, like, he currently hates OpenAI. That's, like, now he is, like, enemy number one, you know? Yeah. I could see him being, like, paranoid because, like, yeah, in theory, you could have situations where, yeah, the phones are just, like, listening to you and, like, it's feeding into this AI brain. So, yeah, you wouldn't want somebody from this company that you hate having a device where it's, like, feeding information to them. In theory. Yeah. Yeah.
I mean, I definitely see where his concern is. I just. I don't see Apple going that direction. You know, Apple teased, like, right now you can connect to OpenAI with more models coming in the future. So that makes me think that, you know, you're going to ask a question and it'll, you know how it has a pop up now that says, do you want us to send this to Chat GPT? It might have like you said, a default, right? Oh, I want my default to be Chat GPT. I want my default in the same way, like if you use Safari for instance, on your, on your mobile phone, you can go and set the default search engine. Right. You could say, I want my default search engine to be Google. I want my default search engine to be DuckDuckGo. Bing. Like anybody actually does that. But you could. I think it's gonna be similar to that. I think you're gonna be able to go into like your Siri settings and then say, what's the default large language model you wanna use? If we have to send this off to the cloud, it'll give you the options of Gemini Anthropic OpenAI. You pick the one of your choice and then it kind of goes and does that in the cloud and then sends the response back.
So. So no X phone. That was the other thing like for that tweet is start a whole thing on Twitter where people are like her.
Oh, that wouldn't shock me at all. I feel like Elon just wants to have his fingers in every industry. So that would not shock me at all.
I mean, that could be like the reason, like you're saying he's like engagement farming to then set up for something like that, right?
Yeah, yeah, like that. That's his, that's his market research right there. I'm going to tweet this, see what people say about it, and if there's enough demand, I'll go build another company around it.
Yeah. I mean, I assume he just really doesn't like this new alliance between Microsoft, Apple and OpenAI. It's like.
Yeah, I get that too. But Microsoft and Apple are still not like fans of each other. Right?
I know. It's a really odd relationship, the whole thing. Yeah.
Because supposedly there's rumors that Microsoft is upset that OpenAI is now working with Apple and. But there's nothing Microsoft can do about it. And so I.
Right.
It's a lot of interesting drama.
Yeah. And there, and there was also that rumor before the event that like, oh, maybe they're like building robots together. Because everyone's been saying that Sam Altman is like hiring people to build robots right now. That's like, that's a rumor in Silicon Valley. And I think they were doing a job posting or something about it too. And so like, well, maybe they're just going to collaborate with Apple. Or my crazy theory was like, you know, OpenAI invested in that robotics company. Figure, like, would not. I would not be shocked If Apple or OpenAI or someone just snaps up figure and just rolls that up internally to then build robots and then put their AI into it. So I assume now Elon is just seeing all of them as a threat, like, because, like, he's really doubling down on robots, possibly at Tesla. If he actually, you know, if his whole pay package, that's another whole thing that that's going on right now. But, like, if his pay package gets passed, he'll probably do it at Tesla. If not, I assume he's going to be doing it at XAI and not Tesla, which is going to be dramatic.
I also heard recently too, that the lawsuit that Elon Musk had against OpenAI, he finally dropped it. So there must not have been a whole lot there.
Yeah, well, there was that whole thing where the emails came out too, right? Where it was showing it was not exactly as he had painted it, you know, because, yeah, he. Because. Because basically he walked away, right? So it was like they didn't kick him out of the company. He was like, yeah, I want to go in a different direction. You guys disagree? So.
Yeah, well, he basically said, I want control, right? He said, I want control. I want to be the decision maker or I'm out sa.
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