Tuesday, October 14, 2025

Apple, Chatbots, Walmart And Thinking Out Loud -- October 14, 2025

Locator: 49381APPLE. 

Link here. This story was already on the local evening news. This is how big ChatGPT has become. "Everybody" is using ChatGPT. 

This blog is not ready for prime time. This blog is not completed; it's still in progress, but I think folks will understand where I'm headed and the difficulties I'm having taking this to its conclusion. 

Some time ago, I wrote: 

Apple, a $3-trillion-market cap company. Right, wrong, indifferent, I break it down this way:

  • $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
  • $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
  • $1 trillion: Apple Silicon, the chip division.

With the speed of OpenAI's build-out of its chatbot, ChatGPT, I'm beginning to think Apple came close to missing the entire chatbot revolution. 

ChatGPT (link here) thinks that Apple is still "in the game," but right now, my hunch is this: there are some high-level discussions over at Apple Park right now trying to figure out how to integrate an Apple chatbot into its operating system. 

This gains more urgency when we see:

  • ChatGPT is now considered the "everything app" by some (The Verge) -- link here; and,
  • Walmart has partnered with OpenAI to integrate ChatGPT into its retail market (see above).  

Had Apple / Tim Cook not mis-stepped with regard to integrating a chatbot into its operating system, we might have seen the above transformed into -- what might have been -- one gets the feeling Tim Cook, et al, did not see the big picture of what AI was all about -- it was not simply "Siri on steroids," but it was Siri literally embedded in everything Apple. Like Nick Carraway said in The Great Gatsby, a chatbot needs to be "within and without" (although in this case I'm purposely misreading what Nick Carraway was trying to convey). What might have been had Tim Cook, et al, not mis-stepped:

Apple, a $4-trillion-market cap company:

  • $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
  • $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
  • $1 trillion: Apple Silicon, the chip division.
  • $1 trillion: Apple chatbot integrated into all Apple operating systems.  

Next step: run this by ChatGPT for validation. 

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ChatGPT: Validated 

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Leads Me To This

Next big thing: how "we" use our "wearables" and how we use our "non-wearables."

In each, AI needs to be embedded.

Apple does not want us clicking on a separate "chatbot icon" for anything, for any number of reasons. We shouldn't even be asking "Siri." "Siri needs to be "there" before we even get there. Siri should be dead. Long live Siri. Search at all levels needs to be embedded. Walmart just figured that out.  

Wearables: strictly for communication and social media (to include photos and video).

Non-wearables: school, work, and research.  

In each, wearable and non-wearables, embedded search will "work" differently. Embedded search will serve different purposes in wearables and non-wearables. 

To be continued / edited / completed.