DataTribe VC, 3x Exits, CoFounder Resonate, Fdr. Anguilla Initiative (np), Advisor & Board Member
Much has been made since last week's announcement of Apple Intelligence at Apple's WWDC. Many have been pontificating on what Apple can do from a training perspective with the vast amount of data being collected on iPhones, and this incredibly comprehensive view they have of an individual consumer. But it's very important to remember that *most* of the valuable data on an iPhone is in third-party apps, the most important of which are already owned by Google, Meta, and other giants. While Apple sanctions all apps that can be installed on iPhones through the App Store's monopoly, it does not have the right to use the application specific or consumer specific data being collected by those apps. Evidence of breaching this confidence would quickly become a massive problem. Much like Google's acquisition of Hubspot in order to easily incorporate all of an enterprises' historical content for each of its customers to build customer-specific AI models (eg think an Accenture-specific model trained on all historical hubspot-housed Accenture marketing data, and all other Google data Google about Accenture, available with the click of a button), it will be interesting to see if Apple begins to methodically buy up mobile app companies to acquire their underlying data sets for use in training. Given Apple's penchant for vertical integration, it would seem a more relevant approach than attempting to do licensing partnerships as OpenAI has to get at underlying training data. If Apple wants to own the consumer from a GenAI and personal assistant perspective, they'll need to get at the data inside the myriad apps on the iPhone. https://lnkd.in/eH-BcfNe
