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Great Expectations

Dear Google, don’t pull an Apple and advertise features you can’t deliver

Google’s developer conference this year made a lot similar promises to Apple’s last year — ones that failed to materialize.

Rani Molla

At Google’s developer conference this week, AI was everywhere and being shoved into everything. Generally analysts were happy with the company’s performance and promises, but what’s ultimately more important is whether Google will actually be able to execute all that AI supposedly “coming soon.”

For a cautionary tale, look no further than Apple, which at its developer conference last year made many similar promises. Then, like now, AI was going to be integrated across apps and its smart assistant Siri was going to become truly smart. The iPhone maker promised the holy grail of UI: having your device correctly anticipate and act on your needs and wants.

The goal was to “make Siri more natural, more contextually relevant, and, of course, personal to you,” Apple AI and machine learning project manager Kelsey Peterson said at the time. The assistant, recreated from the ground up with AI, would be able to pull from your texts and emails and cross-reference real-time flight tracking, for example, to tell her when to pick up her mom from the airport.

The promises went on:

Thanks to Apple Intelligence, [Siri] has awareness of your personal context. With its semantic index of things like photos, calendar events and files, plus information thats stashed in passing messages and emails like hotel bookings, PDFs of concert tickets and links that your friends have shared, Siri will find and understand things it never could before. And with the powerful privacy protections of Apple Intelligence, Siri will use this information to help you get things done without compromising your privacy. Youll be able to ask Siri to find something when you cant remember if it was in an email, a text, or a shared note, like some book recommendations that a friend sent you a while back or for times when youre filling out a form and need to input your drivers license, Siri will be able to find a photo of your license, extract your ID number and type it into the form for you.

One year later, ahead of this year’s Apple developer conference, much of what was advertised hasn’t panned out. Many of the promised features aren’t available and those that are don’t work as promised. Perhaps as a result, Apple Intelligence failed to drive a meaningful iPhone upgrade cycle, Apple is behind its peers in the AI space, and Apple’s head of services, Eddie Cue, has warned, “You may not need an iPhone 10 years from now.”

When the company’s software chief, Craig Federighi, tested the upgraded Siri weeks before its planned release in April, “he was shocked to find that many of the features Apple had been touting — including pulling up a driver’s license number with a voice search — didn’t actually work,” Bloomberg reported recently. The promised Siri upgrades are still “months away from shipping,” and Apple doesn’t plan on discussing them much at this year’s WWDC. Indeed, the company will stop announcing new features more than a few months before their launch.

Let’s look now at Google’s recent promises. Here’s Josh Woodward, VP of Google Labs and Gemini, at the developer conference Tuesday:

Our goal is to make Gemini the most personal, proactive, and powerful AI assistant, and it starts with being personal. What if your AI assistant was truly yours... an assistant that learns you, your preferences, your projects, your world, and you were always in the drivers seat?

He went on, demonstrating a number of features that would certainly be nice to have, but felt a bit like a bridge for sale.

See today, most AI is reactive: you ask, it answers. But what if it could see whats coming and help you prepare even before you ask? Imagine youre a student youve got a big physics exam looming and instead of scrambling, Gemini sees it on your calendar a week out, but it doesnt just remind you. It comes with personalized quizzes crafted from your materials, notes from your professor, even photos, handwritten notes. Thats not just helpful. Its gonna feel like magic.

Yes, of course — if it works. As we learned from Apple, getting this stuff to actually work is a far cry from conjecturing in a demo. Truly useful AI, it turns out, is hard. Apple’s Genmoji, where you use real language to make custom AI emoji, take a long time to generate, usually don’t look that great, and can even overheat your phone. Apple’s text summaries of news were shut down after not just being comical but flat-out wrong. Siri’s upgrades haven’t materialized and the assistant can seem worse than ever.

We’ll check back in this summer when “personal context” is slated to roll out across Google products to see if it’s all it was talked up to be.

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Amazon to lay off thousands more office workers on path to 30,000 cuts

Amazon plans to axe thousands of corporate workers next week, after laying off 14,000 back in October, according to Reuters. The new cuts could be “roughly the same” number as last time and may hit Amazon Web Services, retail, Prime Video, and human resources, the report said, citing people familiar with the matter.

The company plans to cut a total of 30,000 corporate positions as part of an effort to “streamline operations and reset its culture,” Business Insider reported separately, noting comments from CEO Andy Jassy, who said the earlier layoffs were “about culture” rather than AI-related cost cutting.

The company plans to cut a total of 30,000 corporate positions as part of an effort to “streamline operations and reset its culture,” Business Insider reported separately, noting comments from CEO Andy Jassy, who said the earlier layoffs were “about culture” rather than AI-related cost cutting.

Little  Bay Beach

There are now more than 1 million “.ai” websites, contributing an estimated $70 million to Anguilla’s government revenue last year

Data from Domain Name Stat reveals that the top-level domain originally assigned to the British Overseas Territory of Anguilla passed the milestone in early January.

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TikTok closes deal to operate in the US

TikTok has finally sealed its deal to establish a majority American-owned joint venture to manage its US operations.

On Friday, the social media company announced that its US arm will now be led by three “managing investors” — Silver Lake, Oracle, and MGX, each with a 15% holding — while ByteDance retains 19.9% of the business, and a swath of other investors, including Michael Dell’s family office, round out the cap table.

The joint venture will be operated by a seven-person majority American board of directors, which includes TikTok CEO Shou Chew, with Adam Presser, previously TikTok’s head of operations, trust, and safety, as its CEO.

Though the valuation of the new venture has not been shared, Vice President JD Vance has previously cited the market value of TikTok’s US operations at about $14 billion, just topping Snap and lower than Pinterest.

The deal closes the platform’s battle, which kicked off in earnest in August 2020 when President Donald Trump first tried to ban TikTok over national security concerns. The announcement notes that the new TikTok USDS Joint Venture LLC will “secure U.S. user data, apps and the algorithm.” Trump celebrated the deal, which has been signed off by both the US and Chinese governments, per Reuters, in a Truth Social post, saying TikTok “will now be owned by a group of Great American Patriots and Investors, the Biggest in the World.”

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Rani Molla

Elon Musk says Tesla Robotaxis are operating without drivers, sending stock higher

Tesla CEO Elon Musk said that Tesla’s Robotaxis are now operating in Austin without a safety monitor. Tesla has been testing driverless cars in the area for about a month, and Musk had previously said the company would remove safety drivers by the end of 2025.

It’s unclear how many exactly of the roughly 50 Robotaxis the company operates in the area don’t have drivers. Tesla is “starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time,” Ashok Elluswamy, Tesla’s head of AI, posted shortly after Musk. Ethan McKenna, the person behind Robotaxi Tracker, estimates it’s two or three vehicles.

What is clear is that the move is good for Tesla’s stock, which is currently up 3.5%, extending its gains after Musk’s tweet. Morgan Stanley said yesterday that it considers the removal of safety drivers a “precursor to personal unsupervised FSD rollout.” Unsupervised Full Self-Driving is widely considered to be integral to the would-be autonomous company’s value proposition.

At the World Economic Forum earlier on Thursday, Musk said, “Self-driving cars is essentially a solved problem at this point.”

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