WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN

**John Coogan** (0:00)
Anthropic launch to Mythos or Fable.
Fable's the main consumer model, but Mythos, there's some details about that as well. More for cybersecurity.

**Jordi Hays** (0:10)
And China's waking up.

**John Coogan** (0:11)
China is waking up right on schedule.

**Jordi Hays** (0:13)
They have a new $295 billion infrastructure fund of sorts.

**John Coogan** (0:18)
Tim Cook took his last bow at Apple's showcase event. This is history on the front page of the Wall Street Journal. Yeah, he needs a 21 gun salute, a 21 air pod salute where you throw them into the wall.

**Jordi Hays** (0:31)
Or a 21 point nuke. 21 point nuke.

**John Coogan** (0:34)
I don't think so. I think the stock is going to do great.
So this is actually fascinating. So the focus of Tim Cook's last WWDC was Siri. And reviews are good. They launched a bunch of new features. I think people are going to be very satisfied with it and all the decisions that they made. Did you know Tim Cook's first WWDC was when they announced Siri the first time, 2011 So we can play this clip from the first Apple Siri announcement. Listen to what they actually say, how they talk about Siri, and then look at where we are today just 16 years later, 15 years later.

**SPEAKER_3** (1:11)
But you're going to be able to talk to technology and it will do things for us. Haven't we seen this before over and over? But it never comes true.
We have very limited capability.

**John Coogan** (1:22)
It's crazy.

**SPEAKER_3** (1:22)
Just learn a syntax, call a name, dial a number, play a song.
It is such a let down. What we really want to do is just talk to our device. Ask a simple question. What's the weather going to be like today? And get a response. In fact, we don't want to be told how to talk to it. We want to talk to it any way we'd like. Someone else might ask, what rain in Cupertino? Where's the weather going to get worse today? Do I need an umbrella today? And your device, in this case, your phone, will figure out what you mean and help you get what you want done. That's a feature of the iPhone 4S we call Siri.
Siri is your intelligent assistant. It helps you get things done just by asking.

**John Coogan** (2:04)
Pretty crazy. Called it.

**SPEAKER_3** (2:05)
What happened?

**John Coogan** (2:06)
But it just took 15 years for the technology to actually catch up. And so I think they launched a functionality. When Siri launched, it was the best voice assistant. It was a great experience. You did have to go to Syntax. But it was cool.

**Jordi Hays** (2:19)
It took 15 years for their technology to catch up.

**John Coogan** (2:22)
Yes, but it took 13 years or 12 years for the technology industry to catch up. And so they're only 10% behind, if you look at it that way. Like it's been a 15 year project from that announcement. It's been 12 years for the leading labs to get there. And so they're three years behind. Feels like an eternity in AI world, but it's really only 10% slower than they wanted to do it their way.
And they got there. It is very interesting to me that they're calling it Siri AI, because Siri, the whole pitch was AI. And like Siri, the name Siri comes from SRI International, which was the Stanford Research Institute. And it's from SRI International Artificial Intelligence Center. Like these were Stanford AI researchers who started this company in like 2008 or something like that and grew it, and then eventually sold it to Apple as Siri, Inc. Acquired October, initially released October 4th, 2011, 14 years ago. But do you know what happened the day after October 4th, 2011, the Let's Talk iPhone WWDC where they announced Siri? Tim Cook was the first, this was his first WWDC as CEO. He obviously hands it off to his colleague to introduce Siri. Steve Jobs passed away the next day. Pretty crazy. And so you have this book ending of Siri on both sides of Tim Cook's career where sort of nothing happened in an interesting way. But the stock did fantastically well.
Tim Cook created an immense amount of value, but it was this AI winter.

**Jordi Hays** (4:00)
They made it lighter, cheaper, faster, stronger.

**John Coogan** (4:03)
Look at the stock price. Look at the earnings.

**Jordi Hays** (4:06)
I understand what you're saying. I'm not saying that in a negative way.

**John Coogan** (4:10)
So you have Tim Cook operationalizing the company making so much money from the app store, building the business, but at the same time, he just happened to be the CEO during the greatest AI winter ever, basically, from 2011 to 2022, 2023, when we started getting LLM, started getting chatbots. And it did take them a few years because they'd lived through a decade of like, okay, so the Siri team, have you guys got it better? And they're like, not yet. The technology is not moving fast enough. Like we haven't invented anything new. So we are the best of a very mediocre category. And Siri sort of slowly fell behind. But even when people say, even if you go back to 2019, pre-chat GPT, pre-AI, pre-LLMs, and you ask the question of like, is Siri good? People would say, nah, it's not really delivering the promise of like, talk to your phone, it does whatever. Like people have the idea of the C3PO, the Agenta computer. It's not delivering there. It's not like people were switching in droves to Android because Google Assistant was so much better, or Alexa was so much better. Alexa was the same system. I'm sorry, I'm triggering a whole bunch of smart home devices.