WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN

**John Coogan** (0:03)
Two WWCs ago, we were talking about Apple Intelligence, and it's all finally coming together. The package is finally being delivered. I think the response has been really good. Some of the guys on the team have been watching WWDC already. We have a bunch of folks calling in to discuss WWDC throughout the week, but let's give you the high level first, go through some of the immediate reactions, and of course we'll be covering that throughout this week. So Apple's annual Worldwide Developers Conference started today and it runs through Friday. Tim Cook just kicked it off with an opening keynote. The theme for this year's conference is All Systems Glow.
All Systems Glow, little pun. We're finally getting answers about what the next version of Siri will look like. I think expectations, in a weird place, like they're high.
Everyone's expecting like this next version of iOS, which is what they're demoing. That's the main thing of the software version. This isn't an iPhone event. This isn't a hardware event. This is WWDC about the software. Everyone's expecting that the software will go through an actual transformation, and the next version of Apple software will be good, and people will be talking about how good it is because they will deliver a bunch of things. At the same time, expectations aren't so high like going into Apple Vision Pro, where people are expecting a breakthrough that no other company has ever done before. All people are asking for is implement the best practices from ChatGPT, Gemini, Claude, like the stuff we know and love. Even Grok has like nicely interfaced into X, where like people say, hey Grok, is this real? And it just pulls it up for you. I find myself on tweets just going, oh yeah, like I don't want to copy this text out and into another LLM app. I'm happy just asking Grok real quick for an extra detail or one more fact. Google search over you is like, there's been a lot of AI diffusion into products that's been good. Even Ramp, like Ramp has like chat interface where you can just say like, hey, how much did we actually spend on Amazon last month? And it'll just pull it up for you. And it's not like this revolutionary ASIGI thing. It's just like a nice tool.

**Jordi Hays** (2:04)
I think they did a good job letting the hype build or the interest build organically, right? You rewind a year or two ago, they were running billboards for Apple intelligence, for Genmoji, all this stuff. So really setting themselves up for failure.

**John Coogan** (2:18)
So that stuff was over hyped. And I think this-

**Jordi Hays** (2:20)
And they were a part of it. They were hyping it themselves.

**John Coogan** (2:25)
Of course, of course.

**Jordi Hays** (2:26)
They were like, are we goaded?

**John Coogan** (2:27)
Yeah, but it seems like they have the right partnerships and the right product strategy at this point. People are familiar with these tools. So just putting them in different places seems reasonable. Models are good now, so make them available at the click of a button. Ideally, the Siri button, which has been completely nerfed for the last two years. Actually, more than that because Siri has never really seen the adoption or love, product love, that many other products have seen. And users will be happy.
Google AI search overviews are a good example. It proved that rolling out LLMs, it can be nerve wracking, but it's not rocket science. You spit the text out where people expect the answer. There will be funny viral hallucinations. Right now, even with all the crazy Google IO news, amazing 3.5 foundation models, they're doing really good stuff. DeepMind's a really great team. You still say disregard, and instead of just giving you the definition, it says like, okay, got it.
I won't do that anymore. And it gets confused. So there will be those like viral jokey, wow, it failed, it flopped. That's going to happen to Apple. And that's not what Apple likes to deal with.

**Jordi Hays** (3:35)
Not at all.

**John Coogan** (3:36)
But I don't think any of that will show up in the user metrics. I think that churn and usage will be unaffected from the viral moment of like, oh, Apple. Like the Apple tech summaries, they're hilarious, and they often hallucinate and get things wrong.

**Jordi Hays** (3:51)
You still keep them on, though?

**John Coogan** (3:53)
I left them on. I don't mind them. And I think a lot of times they're sort of useful, and they're always delightful because they're funny, because they're so like hallucinatory. But your PR team will have many heart attacks because you're not in the world of deterministic outputs anymore. So that's going to be a big cultural shift for Apple, I think, in this non-deterministic stochastic AI era. But I think that they can get through it just by running best practices that have been established for a year or two years in the rest of the AI world. The other big questions that everyone's asking around, open ecosystems. So will Apple lean into the OpenClaw, Mac Mini boom and all? That would be interesting to see, say, in the next version of the software that goes on the Mac Mini, hey, we're going to embrace OpenClaw, we're going to embrace AI agents, we're going to do things that make those tools more effective in our ecosystem. You already know and love the hardware, you're buying it non-stop. It's out of stock, but we could do more to lean into that community, or we could do less, we could say, hey, we're going to shut it down, we're worried about privacy. These are the two tensions that they're going to have to deal with.