LEAKED Apple Documents REVEAL **AI Siri** Plans! [Apple Artificial Intelligence ReALM]

hey have you ever used Siri and wondered

why it's nowhere near as good as GPT yet

well Apple may have just leaked to the

world exactly what they have in store

for Apple's AI Apple's artificial

intelligence and it might actually make

Siri really functional in fact

potentially more functional using less

power and being more capable than any AI

we're using today see apple detailed

their plans in this particular paper I'm

about to show you but I want you to know

not only am I going to show you this

paper I'm also going to speculate a

little bit on where AI could show up at

Apple and how much it might actually

benefit Apple stock so let's get into it

this right here is a document just

released by the Apple team and it's

called reference resolution as language

modeling they're calling it realm

spelled r e a l m just like the word

realm now what they do is they start off

with a lot of technical jargon like

reference issues that large language

models might end up having I'm going to

just simplify this hey show meaes around

here and let's say then the user comes

back and says you know what let's pick

the bottom one well the problem with

just a text based dialogue is sometimes

that text based Voice Assistant doesn't

actually know which one you're referring

to because they're not spatially aware

of what's on your screen or behind your

screen and this is where Apple's piece

is really a GameChanger what they

essentially argue is you need a vision

based AI assistant that can both see

what's on your screen ah pick the third

one oh you know what let's go with that

one let's say you're interacting with

Apple TV right hey show me XYZ on

amazon.com you know what let's pick the

second one from the top that's a lot

easier to interact with but it requires

the voice assistant knowing what's on

your screen apple is saying we may have

found the solution and our solution may

actually use less power be used on

device that is you don't have to send

the data to a cloud all your personal

sensitive information to like the open

AI cloud and then you get an answer back

instead everything would just be

processed within your phone so it would

be private and secure supposedly uh and

The Voice Assistant would know exactly

what you're seeing on your phone but not

just that the voice assistant would also

know that if you say hey can you make it

brighter in this room it would know that

you might actually be referencing your

smart home dimmer switch

and then it might increase the

brightness in your room rather than just

showing you a step-by-step tutorial on

how to change the brightness on your

phone which is what tech Spas spots do

today now Apple goes through this in

detail and the entire PDF set I have

already thrown up on ec.com you can

download it there totally for free with

my annotations on it and what they what

they really try to accomplish is finding

a mobile based voice assist

that understands references to the

screen that are natural and behind the

screen so in other words your other apps

we all know that we have apps that want

to interact with other apps we don't

want to have to move between different

apps with our fingers because that

eliminates our voice control it

eliminates the natural interaction hey

could you copy and paste that last

message from so and so and throw it in

an email to so and so well good luck

getting a chatbot to do that today

requires that manual input but that's

actually what becomes the barrier to

using a voice assistant or what about

the fact that when we use voice

dictation there's no grammatic or does

this make sense fact Checker going into

your dictation that's why we swear when

we don't mean to and say things that are

totally wrong because quite frankly the

device is writing down what it thinks

you're saying but it's not writing down

what makes sense whereas an AI powered

Voice Assistant would be able to solve

that so as is usual for Apple's form

apple is actually trying to solve a

mobile first AI problem that's actually

quite difficult to solve it's more

expensive to train this sort of data we

know that text based AI is also

problematic because look at Mid Journey

we're able to get beautiful designs and

images but it took nearly a year to

start getting some text-based artificial

intelligence usually you'd get these

bizarre characters you could even even

get fingers right for a while there

people were selling fake fingers on

Amazon to make it seem like when they

were wearing it that they were Ai and

essentially oh that's not me that's AI

look at the hand they're selling little

dummy fingers because AI had been pretty

bad at generatively creating images of

people's hands and text now it's gotten

a lot better and we've made a lot of

progress but there might actually be a

reason why apple is so delayed now I'm

not trying to shill for Apple here but I

do want you to think about what

implications this could have not just

for the user but also the stock so I

wrote down a few potential examples of

how this could be useful first of all

Siri with AI on your phone private

secure you can control other apps and in

between apps that would be a game Cher

dictation with AI does this actually

make sense GameChanger AI obviously in

pages and numbers kind of like a

co-pilot Game Changer or built-in

grammarly right game changer how about

home AI see that would be huge right now

home or Smart Home Products really

suffer from what I call the dumb home

effect that is most smart home software

requires scheduling that's maybe based

on the sunrise or the sunset with some

delays built in I've been building Smart

Homes for nearly a decade I started in

2015 building out smart home

infrastructures whether I was using

indigo Domo whether I was using who

remembers inston technology the good old

Z-Wave Technologies a lot of these older

products we don't really use much

anymore now everybody loves the Lutron

Cita for example right fantastic product

but still a lot of them a lot of it is

programmatic you push a button and then

your scene inputs these five switches

change these drapes open these motors

turn on whatever these are very very

simple inputs they're kind of like

computers back in the80s if this then

that very simple there's actually no

smart in the smart home but see I expect

home AI from Apple could actually be

really good in the longer term because

now you can integrate Apple home with

artificial intelligence similarly for

things like The Vision Pro maybe you

could have Vision AI where it actually

uses AI to set up your screens so it's

not freaking annoying maybe that doesn't

even need AI but the point is there are

a lot of things Apple could probably

improve with artificial intelligence

whether it's hey it sounds like people

really aren't listening to this music

right now instead they're trying to have

a conversation they're having trouble

hearing each other maybe we could lower

the volume on these speakers sort of

natural

adaptation very interesting potentials

remember what Apple has access to not

only your health data via the watches

all the facial data I'm sure they're

collecting a voice data from that's

scary to think about from all the

cameras around you and microphones

around you but pretty much every part of

your life Apple has exposure too the

phones uh headphones the other

accessories so the the potential for AI

I think is actually really substantial

problem is as usual Apple's behind and

there's no guarantee that Apple's

actually going to be able to pull any of

this off remember Apple has been in

talks with Google and Buu to try to

start licensing some AI so that's scary

because it somewhat implies that Apple

isn't go to market ready with any of

these that quite frankly This research

project that they're writing here this

research report or the ideas that I have

are just that they're just ideas and

quite frankly we might be years away

from some of the things that I talked

about here now that's despite the fact

that when they compare uh re relm uh re

Alm realm when they compare it to GPT

they actually think they are better and

more efficient than GPT at performing a

lot of tasks look for example gp4

incorrectly assumes the reference to be

only about a setting whereas the ground

truth consists of a home automation

device in the background as well right

this further understanding of what is

actually going on this is where they say

we find the performance of Realm and GPT

are similar for an unseen domain that is

just text based right uh however we

demonstrate that entities that are

present on the screen can be passed into

a large language model using a novel

textual representation that effectively

summarizes the use us screen while

retaining relative spatial positions of

these entities we show that reum

outperforms previous approaches and

performs roughly as well as the

state-of-the-art GPT for today despite

consisting of fewer parameters even for

onscreen references it also outperforms

GPT for domain specific utterances thus

making realm an ideal choice for

practical reference resolution a a

practical reference resolution system

that it that can exist on device without

compromising on performance that's

really important because we don't want

performance to go in the toilet or

battery usage to go way up which

basically either or either your device

is slow or your battery drains really

quickly or worst case scenario both

right so everything we're talking about

here could just be like ah it's going

nowhere it's entirely possible we knew

that we do know that Apple essentially

has their AI day coming up on June 10th

and so we'll get a little bit of a

reveal for what's coming I suspect we're

going to get some something like this on

screen now uh now we'll talk about this

in detail but quickly I just want to

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meetkevin.com so

where do I think Apple goes with this

well I actually think apple has a huge

potential to create the most functional

AI in our life and they'll end up

charging for it as part of the apple one

package now there's something to know

apple right now has 2.2 billion

installed devices this is all ec.com

Apple has 1 billion paying subscribers

let's just assume for a moment that 20%

of people are willing to pay say an

extra $20 a month for Apple AI as

opposed to GPT which really wouldn't

cost you anything extra because you

would probably just be replacing your

GPT subscription which likely hurts

Microsoft in comparison to Apple uh

especially since they have a 49% stake

in open AI but anyway I actually think

this could lead to a 31% beat in Apple's

expectations or expected earnings going

forward and then I expect that to

compound so Apple stock so far in my

opinion hasn't really priced any of this

in look for example at this apple in a

one-year time span is up just 2%

Microsoft is up 47% this means I think

there's a 45% catchup opportunity that

Apple has going forward which could add

over a trillion dollars to Apple's

market cap in addition to that though I

think Microsoft is actually at a risk of

having some of its AI revenues

potentially robbed by Apple as people

maybe cancel their GPT in favor of Apple

if Apple does come out with something as

exciting as maybe we're talking about

here of course if it's less exciting

then you would get less of that now keep

in mind Microsoft is primarily a

Services business right you can see this

all broken down on ec.com I broke down

the different segments Microsoft while

they have the physical Xbox most of

their stuff is either in service games

like game design Windows Microsoft

Microsoft Azure obviously servers it's a

service right Bing

365 these businesses make a lot of money

for Microsoft they had 62 billion in

total revenues just in the last quarter

and a 35.3% net margin so they've got

over $22 billion coming to uh the bottom

line in just one quarter which is really

awesome that's actually $21.87 billion

in the last quarter coming to their

bottom line Apple actually brings in

about 50% more to the bottom line than

Microsoft does that's crazy did you know

that Apple makes 50% more money than

Microsoft does wild and that's despite

the fact that Apple uh or sorry

Microsoft has a substantially larger

market cap uh than Apple it's 20% larger

than Apple based on its stock valuation

now why is that well it's mostly because

Microsoft being mostly a Services

business has slightly higher margins and

all of services are pretty much exposed

to AI so people see it as an AI play and

Microsoft's partnership in open AI lets

people feel like they're getting

exposure to open AI while investing in

Microsoft on the flip side 7 % of

Apple's business comes from products not

services and a Slowdown in iPhone sales

weighs heavily on Apple stock whereas a

Slowdown in PC sales doesn't really

affect Microsoft because they're growing

in so many other parts of the business

like data center AI whatever right so

Apple without AI in sight is a stock

that flounders apple with AI in my

opinion is a stock that could Skyrocket

now I want to be clear I'm not

advocating you personally invest in

Apple I'm exposed to Apple and I'm not

exposed to Microsoft so maybe I'm really

biased here in this video and that's

entirely possible and you should take

everything I'm saying with a grain of

salt but I just want to be clear I think

the market has passed up on Apple and

what I think a lot of people are missing

is that Apple's probably going to end up

releasing a new M series of chips that

are specifically designed for Apple

products with AI so hey want to run gpts

on your phone make make sure you get the

iPhone 16 or they call it the iPhone AI

or the mai chip whatever right it's

basically a way of potentially pushing a

whole new product refresh cycle and

making everybody still on the iPhone 12

finally wake up and get the new iPhone

16 it could be the greatest product

refresh cycle ever if Apple plays this

right so now I want to be very very very

very very very clear Apple I think is a

fantastic company but I think they

really screwed up by being so late on

the AI game this piece should have been

out a year ago oh I understand it's

going to take time and money to get to

that level of AI but the level of AI

that apple is talking about is keenly

functional to our daily lives now I

understand gpts and co-pilots are very

functional for people who work

spreadsheets or coding on a daily basis

or advertisers who are putting together

descriptions or generatively uh created

images or short video clips they're

fantastic opportunities for using AI

today but I think for the vast majority

of people I would argue 80 plus% of

people AI doesn't really enter our day

daily life regularly I would say that's

true for the vast majority of people so

if you want to see how I use AI make

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check those out and uh if you were part

of them you already know know if I added

to my position in apple or my exposure

to Apple uh or not anyway thank you so

very much for watching this these are

some of the thoughts that I have after

reading this apple piece I'm actually

pretty excited about AI day go Apple

advertise these things that you told us

here I feel like nobody else knows about

this we'll we'll try a little

advertising and see how it goes

congratulations man you have done so

much people love you people look up to

you Kevin pafra there financial analyst

and YouTuber meet Kevin always great to

get your take

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