Google could turn personal data into an AI assistant advantage

Transcript

Transcribed by machine (Whisper) from the episode’s audio, so a word may be off here and there.

1. 52:41

   I don't know what to tell you. There doesn't seem to be a lot of long-term partnerships with OpenAI. That's a very generous way to say it. what should apple do should they just go back to the loving arms of google where they made a hundred billion dollars being partners with them on the search default your alma mater i don't know what to tell i mean look at the end of the day i think google has a real opportunity to integrate a gemini assistant into all of your personal information and gemini and calendar your google drive your google photos where all of your personal information sits it can become your your point of calendaring, your point of asking it questions about your personal life.

2. 53:22

   Hey, when did I email this person, etc. And in the enterprise context, I think that's also up for grabs with G Suite. And so Google has a real chance to kind of own that assistant interface. Maybe Salesforce does too, Mark. Apple obviously has an embedded install piece. How many people are using Apple services for doing all of their mail, for calendaring, for storing their information i think a good number do oh yeah um and so yeah so that may end up becoming kind of the way that the world silos out is like you'll have an assistant but the assistant for it to be truly useful to you individually it has to have access to all of your information whether it's in an enterprise context or a personal context apple is probably going to need to either build their own or white label with a partner could be anthropic could be someone else yeah to get this

3. 54:10

   to really work but they're going to be up against a formidable competitor is my point because i think Google Assistant is going to end up being kind of a real kick-ass product once they get this flywheel gone. Apple has the clearest path to becoming, you know, a top two or three player in AI simply by buying something like Perplexity or Mistral or some AI lab and then using their hardware footprint, which is extraordinary. I just got this MacBook with 48 gigs of RAM on it with an m5 it is unbelievable and the new ones with the studio coming out are going to have a terabyte of ram they are going to have a clear path to maintaining your privacy running local models and that's going to solve people's problems it's going to be very easy to index all your images without giving the data to opening eye which nobody trusts or giving it to gemini and that's

4. 55:02

   i think a big part of why they picked the current ceo is because he's an engineer and hardware based. I think the future of this is going to be local models running on extraordinary desktop hardware. And if you have employees on this level of hardware, running these models local, like I have started to do, they become 10 times more valuable than the employees not running it. I think Apple is my choice for the next year. I'm not a huge believer in these local models. And the only reason why is I think you want persistence. You have multiple devices, you have multiple persona, you're using a web browser in one instance, you're using a different computer at home in the other. And the idea that you don't have persistence that follows you around in 2026, I think is a breaking feature. So I think you're not going to lug around a five pound

5. 55:47

   MacBook Pro everywhere you go so that you can get knowledge. Oh, wait, you're asking? Oh, wait, I got a diagnosis from my doctor. Hold on a second. I don't think that that's right. I think you're both Okay. the field you're both right the game on the field though is you will uh be able to use iCloud for this as well so it's going to be you know uh effortlessly so well look give me your opinion