The car analogy that Marques used in the clip below does not explain what is going on with the Apple / Google Gemini collaboration.
This may be a bit too inside baseball, and I may get in some trouble for saying it, but it will provide all of you important context.
Marques, and ~200 members of the press and media including myself, attended a 50-minute “talk” with Craig Federighi and a few other Apple VPs. This talk occurred after the WWDC keynote.
It was 50 minutes of Apple talking about its Google Gemini collaboration (plus some Siri AI demos).
I found the talk to be very helpful in understanding the broader dynamic involving Gemini models, including what exactly Apple is bringing to the table. Marques must have been daydreaming during the talk, because if he had paid attention he would not have run with that particular car analogy. Downplaying Apple’s work to basically “they are providing the tires for someone else’s car” is disingenuous and factually incorrect. Also, I don’t think Marques’s employees who were at WWDC attended the talk, so they may have legitimately not understood what was going on. To be fair, one of them did say in the clip “I don’t understand any of this.”
Here’s the thing. Unfortunately, none of this matters. YouTube’s algorithm doesn’t reward accurate analysis. It rewards watch time. And in today’s media landscape, well-produced and edited videos will get people watching. Also, as YouTube channels get large, the creator inevitably does more, including sponsored content and videos, spreading out their time and watering down whatever their initial core competency was in terms of analysis. The end result is supper jazzy videos with nice editing and transitions (because they have teams of people behind the videos) but awful analysis (you can only be as smart as the smartest person on your team). That’s today’s media landscape folks.
This is why I recommend that people new to video and YouTube compete on the analysis front. The largest YouTubers are very beatable on that front, as shown below. However, you likely won’t get as many views as them, so you need a business model that will work with lower view counts.
Please choose your podcasters, writers, videographers, and analysts carefully.