Meta VS Apple: What Their Battle Means For AI Startups

You know what they say, to understand the future, look to the past. Since the early 2000s, Apple and Facebook (now Meta) have been battling over who controls the consumer market. Facebook arguably dominated the web era, while Apple took over during the mobile era starting in the late 2000s. Now, as we enter the AI era, Dalton + Michael discuss who's pulling ahead, and what that means for startups trying to break into the crowded consumer market.

00:00 - Intro
01:20 - The Web Era
06:10 - The Mobile Era
10:47 - The Late Mobile Era
13:47 - Dawn Of A New Era
16:50 - High Startup Bar
18:52 - Better Tools
22:10 - Who Is The Winner?
23:32 - TL;DR

[chapterme]

Chapters (Powered by ChapterMe) -
00:00 - Coming Up
00:17 - Intro
00:36 - The 3 fights
01:16 - The Web Era
06:01 - The Mobile Era
10:42 - The Late Mobile Era
13:43 - Dawn Of A New Era
16:46 - High Startup Bar
18:48 - Better Tools
22:04 - Who Is The Winner?
23:29 - TL;DR

[Fire_Spirit_CRKx]

Second one :) it was a beautiful flash-back conversation: web, farmville, facebook, first iphones. Old days were simple.

[wynton]

May have to watch this video again. Lots of insights to chew on. Thank you for the content.

[neugey]

Lost in all the app fixation is that web dev is so much better than it was in the 2000's. Internet Explorer and Flash impediments have been remvoed and HTML5/CSS3 and responsive web design is in play. 😊

[danglinwang]

Anyone know what app Michael was talking about? I want to try it out 19:14

[PapaSamo]

13 instagram employees when sold and 55 for whatsapp.

[erezafazliu]

Michael reminds me of that one guy that made a YouTube video about how bitcoin is the next big thing in like 2014

[Thebutchbutch]

Should’ve talked about AirPods role in audio and ai platform

[ManiDoraisamy-GDE]

Great discussion, but there's a distinction between distribution platforms, like the iPhone, and infrastructure platforms, like AWS or AI. When we build apps on distribution platforms like the iPhone, we're at the mercy of Apple. However, building on infrastructure platforms like AI isn't necessarily high-risk, high-reward. We don't get the distribution boost (unless something like GPT Store takes off), but we're also not at risk of being booted out.

[collinrutherford]

As the tech landscape evolves, the discussion raises questions about the next battle that might emerge, potentially involving AI and how it could influence the mobile upgrade cycle.

[saturnomega]

The device will play a key role in AI because of personal data privacy, so apple already won

[helloimedden]

3:39 LOVE how the browser section goes over the Microsoft paying Apple part and yall didn’t even mention the whole deal was technically to get IE on Mac’s native and that Steve literally launched safari immediately after that deal expired.

[HonestHans]

Now I understand why Meta and OpenAI are considering AI hardware: They don't want to give Apple 30% of their revenue.

Likewise, Apple are letting OpenAI through the door to offer native capabilities. This will encourage developers to build AI apps on iOS. That way Apple can charge OpenAI billions for distribution, whilst also collecting 30% of revenue from developers. Smart!

[Andy_B.]

Vertical AI Agents going big.

Thanks for the last podcast.

[rohullahkarimi]

we are actually living in a very start of a new age.

[RemotHuman]

Do you think the government or social movements should involve themself with making dominant platforms open platforms?

[george_davituri]

We are on the dawn of the next battle. So weird, if you think about all this platforms OpenAI is not open, Apple is not an 🍎, AI is replaced by other AI Startups. Love it curious to follow up what is next. 😃

[louiseheath]

Meta AI is way more fluid
Siri is coming along but the ability to talk to ai like a person is on its way

[samtechupdate]

Woah this is a perfect confirmation for our startup Beakick Technology 💜💜💜

[PaulPeters-zb]

Great analysis, thank you! A bit off-topic, but I wanted to ask: I have a okx wallet with usd, and I have the seed phrase: (proof inner hobby bounce blouse able donate virtual luggage cart morning ticket).What's the best way to send them to Binance?