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> Siri’s Generative AI upgrade (which is how I think of this whole Apple Intelligence thing) might be significant enough to change the smart phone as a segment.

Why? Most play with generative AIs for a few days and then abandon them.

The actual gamechanger would be making an AI assistant to be, you know, an actual assistant maybe?




I think LLMs improve Natural Language Understanding enough that we can approach genuine assistance. This is especially true if (1) the AI has access to high quality, well structured context, and (2) there are some constraints on the domain of possible tasks.

I think OS integration can provide both of those things. Mobile app selection is already pretty strong, and the Shortcuts ecosystem is a good example of providing direct access to specific functions implemented by apps. AI should use the shortcuts functions exposed by the apps I’ve already selected, installed and configured as tools.

If I can use shortcuts on demand with just my voice… that’s a huge win for me.




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