蒂姆·庫(kù)克或許沒(méi)有埃隆·馬斯克(Elon Musk)那樣的聲望,但自2011年以來(lái),他一直默默經(jīng)營(yíng)著全球市值最大的公司,而無(wú)需許下打造半機(jī)械人或在火星上建設(shè)永久定居點(diǎn)這類浮夸的承諾。
而且,蒂姆·庫(kù)克也不屑于效仿特斯拉(Tesla)首席執(zhí)行官的做法,向蘋(píng)果公司(Apple)的投資者承諾其公司將迎來(lái)“ChatGPT時(shí)刻”。
在上周四的季度財(cái)報(bào)電話會(huì)議上,庫(kù)克寧愿談?wù)撎O(píng)果公司近年來(lái)推出的首款全新硬件:價(jià)值3500美元的Vision Pro頭顯或者在印度取得的進(jìn)展(蘋(píng)果公司在印度開(kāi)設(shè)了第一家零售店),也不愿提及生成式人工智能甚至一般的人工智能。
值得注意的是,直到會(huì)議接近尾聲,德意志銀行(Deutsche Bank)的分析師悉尼?何(Sidney Ho)終于提起人工智能時(shí),這個(gè)讓英偉達(dá)(Nvidia)幾乎在一夜之間市值飆升數(shù)千億美元而突破萬(wàn)億美元的話題才被提出來(lái)。
他指出,“你在人工智能方面的戰(zhàn)略似乎與許多首席執(zhí)行官迥然不同,至少你就很少談?wù)撊斯ぶ悄堋?,并詢?wèn)庫(kù)克能否詳細(xì)說(shuō)明他對(duì)這項(xiàng)突破性技術(shù)的投資,以及該技術(shù)對(duì)蘋(píng)果公司未來(lái)收入的潛在影響。
庫(kù)克有力地回應(yīng)道,雖然他不談?wù)撊斯ぶ悄埽@并不代表他的工程師團(tuán)隊(duì)沒(méi)有利用這項(xiàng)技術(shù)的力量。他表示,如果不是運(yùn)用該技術(shù),今年秋天將推出的iOS 17的一些功能(如個(gè)人語(yǔ)音功能)——甚至蘋(píng)果手表(Apple Watch)已有的摔倒檢測(cè)功能——就不可能實(shí)現(xiàn)。
這位蘋(píng)果公司的首席執(zhí)行官回答道:“我們將人工智能和機(jī)器學(xué)習(xí)視為核心基礎(chǔ)技術(shù),它們幾乎是我們打造的每一款產(chǎn)品不可或缺的一部分?!蹦壳?,蘋(píng)果公司的市值已經(jīng)相當(dāng)于三個(gè)英偉達(dá)加起來(lái)的市值。
據(jù)MarketWatch統(tǒng)計(jì),蘋(píng)果公司的電話會(huì)議上一共6次提到人工智能,全都發(fā)生在同一次交談中。相比之下,微軟(Microsoft)提到73次,Alphabet提到90次——這兩家科技公司分別在ChatGPT和谷歌Bard中使用了彼此競(jìng)爭(zhēng)的大型語(yǔ)言模型。
并非每個(gè)首席執(zhí)行官都像庫(kù)克一樣有保持低調(diào)的資本
與此同時(shí),特斯拉的馬斯克卻一再聲稱,當(dāng)涉及生成式人工智能時(shí),他的公司總是被投資者不公正地排除在討論之外。
在上個(gè)月的投資者電話會(huì)議上,馬斯克將其公司在人工智能領(lǐng)域的成果與微軟和谷歌(Google)的大型語(yǔ)言模型進(jìn)行了比較,并稱對(duì)于他常說(shuō)的“帶有輪子的半感知機(jī)器人”,特斯拉正在追求一個(gè)遠(yuǎn)比以往更加野心勃勃的目標(biāo)。
這位企業(yè)家預(yù)測(cè),他的公司很快將迎來(lái)“ChatGPT時(shí)刻”,到那時(shí)數(shù)百萬(wàn)輛特斯拉智能汽車(chē)將在一夜之間獲得生命,可以無(wú)需人類監(jiān)督而完全自主駕駛。
馬斯克相信,當(dāng)空中下載技術(shù)軟件補(bǔ)丁面世時(shí),特斯拉的資產(chǎn)價(jià)值將創(chuàng)下有史以來(lái)最大的單次漲幅。據(jù)他估計(jì),這將有助于推動(dòng)特斯拉的市值(目前僅為8210億美元)達(dá)到蘋(píng)果公司的兩倍。
相比之下,庫(kù)克更多的是從人工智能如何能“為了豐富人們生活而以負(fù)責(zé)任的方式改進(jìn)我們的產(chǎn)品”的角度來(lái)看待人工智能,而不是把它當(dāng)成在對(duì)投資者大肆宣傳時(shí)隨意拋出的詞。
對(duì)人工智能發(fā)表完看法后,這位蘋(píng)果公司的首席執(zhí)行官再次將注意力放回到電話會(huì)議的其它問(wèn)題上,稱他不打算改變這種低調(diào)的方式。
庫(kù)克說(shuō):“我們傾向于在產(chǎn)品投入市場(chǎng)時(shí)再公開(kāi)它們;這是我們一貫的做法,我想堅(jiān)持這點(diǎn)。”(財(cái)富中文網(wǎng))
譯者:中慧言-劉嘉歡
蒂姆·庫(kù)克或許沒(méi)有埃隆·馬斯克(Elon Musk)那樣的聲望,但自2011年以來(lái),他一直默默經(jīng)營(yíng)著全球市值最大的公司,而無(wú)需許下打造半機(jī)械人或在火星上建設(shè)永久定居點(diǎn)這類浮夸的承諾。
而且,蒂姆·庫(kù)克也不屑于效仿特斯拉(Tesla)首席執(zhí)行官的做法,向蘋(píng)果公司(Apple)的投資者承諾其公司將迎來(lái)“ChatGPT時(shí)刻”。
在上周四的季度財(cái)報(bào)電話會(huì)議上,庫(kù)克寧愿談?wù)撎O(píng)果公司近年來(lái)推出的首款全新硬件:價(jià)值3500美元的Vision Pro頭顯或者在印度取得的進(jìn)展(蘋(píng)果公司在印度開(kāi)設(shè)了第一家零售店),也不愿提及生成式人工智能甚至一般的人工智能。
值得注意的是,直到會(huì)議接近尾聲,德意志銀行(Deutsche Bank)的分析師悉尼?何(Sidney Ho)終于提起人工智能時(shí),這個(gè)讓英偉達(dá)(Nvidia)幾乎在一夜之間市值飆升數(shù)千億美元而突破萬(wàn)億美元的話題才被提出來(lái)。
他指出,“你在人工智能方面的戰(zhàn)略似乎與許多首席執(zhí)行官迥然不同,至少你就很少談?wù)撊斯ぶ悄堋?,并詢?wèn)庫(kù)克能否詳細(xì)說(shuō)明他對(duì)這項(xiàng)突破性技術(shù)的投資,以及該技術(shù)對(duì)蘋(píng)果公司未來(lái)收入的潛在影響。
庫(kù)克有力地回應(yīng)道,雖然他不談?wù)撊斯ぶ悄?,但這并不代表他的工程師團(tuán)隊(duì)沒(méi)有利用這項(xiàng)技術(shù)的力量。他表示,如果不是運(yùn)用該技術(shù),今年秋天將推出的iOS 17的一些功能(如個(gè)人語(yǔ)音功能)——甚至蘋(píng)果手表(Apple Watch)已有的摔倒檢測(cè)功能——就不可能實(shí)現(xiàn)。
這位蘋(píng)果公司的首席執(zhí)行官回答道:“我們將人工智能和機(jī)器學(xué)習(xí)視為核心基礎(chǔ)技術(shù),它們幾乎是我們打造的每一款產(chǎn)品不可或缺的一部分?!蹦壳?,蘋(píng)果公司的市值已經(jīng)相當(dāng)于三個(gè)英偉達(dá)加起來(lái)的市值。
據(jù)MarketWatch統(tǒng)計(jì),蘋(píng)果公司的電話會(huì)議上一共6次提到人工智能,全都發(fā)生在同一次交談中。相比之下,微軟(Microsoft)提到73次,Alphabet提到90次——這兩家科技公司分別在ChatGPT和谷歌Bard中使用了彼此競(jìng)爭(zhēng)的大型語(yǔ)言模型。
并非每個(gè)首席執(zhí)行官都像庫(kù)克一樣有保持低調(diào)的資本
與此同時(shí),特斯拉的馬斯克卻一再聲稱,當(dāng)涉及生成式人工智能時(shí),他的公司總是被投資者不公正地排除在討論之外。
在上個(gè)月的投資者電話會(huì)議上,馬斯克將其公司在人工智能領(lǐng)域的成果與微軟和谷歌(Google)的大型語(yǔ)言模型進(jìn)行了比較,并稱對(duì)于他常說(shuō)的“帶有輪子的半感知機(jī)器人”,特斯拉正在追求一個(gè)遠(yuǎn)比以往更加野心勃勃的目標(biāo)。
這位企業(yè)家預(yù)測(cè),他的公司很快將迎來(lái)“ChatGPT時(shí)刻”,到那時(shí)數(shù)百萬(wàn)輛特斯拉智能汽車(chē)將在一夜之間獲得生命,可以無(wú)需人類監(jiān)督而完全自主駕駛。
馬斯克相信,當(dāng)空中下載技術(shù)軟件補(bǔ)丁面世時(shí),特斯拉的資產(chǎn)價(jià)值將創(chuàng)下有史以來(lái)最大的單次漲幅。據(jù)他估計(jì),這將有助于推動(dòng)特斯拉的市值(目前僅為8210億美元)達(dá)到蘋(píng)果公司的兩倍。
相比之下,庫(kù)克更多的是從人工智能如何能“為了豐富人們生活而以負(fù)責(zé)任的方式改進(jìn)我們的產(chǎn)品”的角度來(lái)看待人工智能,而不是把它當(dāng)成在對(duì)投資者大肆宣傳時(shí)隨意拋出的詞。
對(duì)人工智能發(fā)表完看法后,這位蘋(píng)果公司的首席執(zhí)行官再次將注意力放回到電話會(huì)議的其它問(wèn)題上,稱他不打算改變這種低調(diào)的方式。
庫(kù)克說(shuō):“我們傾向于在產(chǎn)品投入市場(chǎng)時(shí)再公開(kāi)它們;這是我們一貫的做法,我想堅(jiān)持這點(diǎn)?!保ㄘ?cái)富中文網(wǎng))
譯者:中慧言-劉嘉歡
Tim Cook may not enjoy the same stature of an Elon Musk, but he has quietly run the world’s most valuable company since 2011—without the need for flashy promises of cyborgs or permanent settlements on Mars.
And he’s not about to be lured into copying the Tesla CEO by promising a “ChatGPT moment” for Apple investors, either.
During the quarterly earnings call on Thursday, Cook preferred to talk about his first all-new hardware in years, the $3,500 Vision Pro headset, or his progress in India, where the first retail stores were opened, rather than generative artificial intelligence or even A.I. in general.
Notably the subject—which added hundreds of billions to Nvidia stock and made it a trillion-dollar stock practically overnight—did not come up at all until almost the very end, when Deutsche Bank analyst Sidney Ho finally raised the issue.
“Your strategy on A.I. seems quite different than many of your peers, at least you don’t talk too much about that,” he noted, asking if Cook could elaborate on his investment in the groundbreaking technology and its likely impact on the company’s revenue going forward.
Cook answered by effectively saying that just because he doesn’t talk about it doesn’t mean his engineers are not harnessing its power. Some of the features of iOS 17 coming in autumn such as personal voice—or even the Apple Watch’s currently available fall detection—would not have been possible without its use, he argued.
“We view A.I. and machine learning as core fundamental technologies that are integral to virtually every product that we build,” replied the Apple CEO, whose company is already worth the equivalent of three Nvidias put together.
In total, MarketWatch tallied up just six references to A.I. during Apple’s call, all of which occurred during that one exchange. This compares with 73 for Microsoft and 90 for Alphabet, the two tech companies with competing large language models in ChatGPT and Google Bard, respectively.
Not every CEO can afford to be as low-key as Cook
Tesla’s Musk meanwhile has repeatedly claimed his company has unjustly been left out of the investor conversation when it comes to generative A.I.
Comparing his company’s A.I. work to Microsoft’s and Google’s LLMs during last month’s investor call, Musk claimed Tesla is pursuing a far more ambitious goal with what he has often called his “semi-sentient robots on wheels.”
The entrepreneur predicted his company would soon see its own “ChatGPT moment” when millions of his intelligent cars overnight come to life and drive themselves entirely on their own with no need for human supervision.
Musk believes this over-the-air software patch, when it comes, will result in the single biggest asset value increase in history. This would then help boost the market cap of Tesla, currently worth only $821 billion, to twice that of Apple, by his own estimate.
By comparison, Cook viewed A.I. more through the prism of how it can “responsibly advance our products with the goal of enriching people’s lives” and less as a word to be thrown around liberally at a time of investor hype.
Finishing his remarks on the subject before turning his attention again to other matters on the call, the Apple CEO said he had no plans to depart from that low-key approach.
“We tend to announce things as they come to market; that’s our MO, and I’d like to stick to that,” Cook said.