Well, Daniel says, "Two big questions for you guys. First, is there a reason not to think that the Muse concept is the same direction Apple will eventually take Siri? Do they even have an option not to go that direction? Or are they too conservative? Two, is there a reason not to be impressed and happy for Kimmy Antonelli running away with the world championship in Formula 1 this year? Yeah, yeah, batteries, I know. But the boy can drive." 20-year-old Kimmy Antonelli. Absolutely fantastic. The only redeeming thing about this year in Formula 1, as far as I'm concerned.
I'm a big Kimmy fan because he took a picture with my kids at the Japan Grand Prix a couple years ago.
That's right. You got in early on the bandwagon.
He can drive relative to George Russell. Um, let's keep [laughter] in mind, boy, let's keep in mind this is F1. The Mercedes car is clearly better than...
Um, so yeah, I mean, if...
Oh, come on. Come on. Kimmy came from the back of the field to win a couple weeks ago. You know, there have been some moments where you're like, "All right, he has it. I saw Max do that."
Sergio Perez. I'm not saying you're talking about let's put Max and...
I am a Max exceptionalist and I think Kimmy has the potential to be like that. But let's relax here. We don't get to crown him as long as Max is in his prime and in the field. Of course, I'm gonna play the equipment card because it is honestly pretty entertaining to watch with one arm tied behind his back. Yeah, he's still doing great things week in and week out in Formula 1. So, the Mercedes car was good enough to hold off Max who was in Baku. Um, we're talking about Max and Isaac. [laughter] And Kimmy only made it to like fifth or sixth or something. So, again, let's relax.
Fair enough. I'm happy for you. You got to take that victory lap on behalf of Max's second place finish in Azerbaijan.
I am very pro Kimmy. I'm enjoying it. And by the way, George Russell, after how he treated Max, had this coming. So, [laughter] um...
Oh, boy. I have a soft spot for George. The only one who's man enough to stand up to Max. Alas, it hasn't really gone his way this season. All right, Apple and Siri. [laughter] What do you think of Apple and Siri and where they fit in this universe here?
No, I've been pretty dismissive. I wrote the article "Thin Is In" a while ago, which is a condemnation of like, I think Apple... you go back to when the news was announced and I was very enthusiastic about it. Thought it made a ton of sense. This is 2024. Apple didn't update its priors to October. I think it was October 2024 when o1 came out.
o1 is when reasoning entered these models. They weren't no longer... it used to be like the models just when they spit out tokens, they showed up on your screen and you could see a world where this actually made it to the edge. The models on the edge were good enough. Which by the way, models on the edge that you can run in your iPhone are pretty impressive.
But what makes agents work, what makes these things compelling, what gets stuff done is reasoning.
And the amount of compute, the amount of not just GPU, but also CPU, which iPhones have, but they don't have the battery life to be doing like this sort of stuff that's just like going on and on in the background constantly. I think Apple's commitment, they are stuck in a 2024 mindset. You had John Ternus opening his keynote for the iPhone saying what would the perfect AI device look like and he's describing everything that was just like exactly an iPhone, which on one hand, yes, that's his job because he's selling an iPhone. On the other hand it's like, no, that's not what it would look like. It's...
True two and a half years ago.
It was true in 2024 when the new Siri was announced. By the time we got to 2026, the entire model was wrong.
It's not wrong, per se. I think there's potential utility for a new Siri. I'm not super impressed by the experience. It's really slow. And it's like, it's just, it's like RAG lookup from... again, it's like, it's old. It feels incredibly out of date compared to other stuff that's going on.
