The skinny on what's happening in AI - straight from the previous live session:

Highlights

📱 Apple Launches iPhone 17 - But Completely Ignores AI

Discussed at 00:37

Apple's latest conference showcased the rather gorgeous iPhone 17 Air (starting at ~$1,000) but made zero mention of artificial intelligence. This marks a dramatic shift from previous events where they pushed the confusingly named "Apple Intelligence." Sam Altman tweeted it's "the first new iPhone upgrade I've really wanted in a while" and suggested replacing Siri with ChatGPT entirely.

Kyle's take: This could be classic Apple - waiting for technology to mature before jumping in with the ultimate version. They did this with MP3 players, smartphones, and tablets.

But here's the problem: building competitive AI requires massive data centre investments that Apple doesn't seem to be making at the required scale. Maybe they're planning one hell of a magic trick, but it would be unprecedented. And will have to come from nowhere.

OR they are learning into the fact that people aren’t excited about AI in phones. The CNET survey we covered last week showing only 11% of people upgrade phones for AI features (down from 18% last year) suggests Apple might be reading the room correctly - people have been burnt by poorly implemented AI features.

🔄 Microsoft Diversifies Away from OpenAI, Embraces Claude

Discussed at 09:00

Microsoft will now use Anthropic's Claude in Office 365 applications alongside OpenAI models, ending their exclusive reliance on ChatGPT. The move comes as Microsoft develops their own MAI model (currently ~24th on LM Arena and not yet released) and as OpenAI pursues competing infrastructure projects including a potential LinkedIn rival job platform.

Kyle's take: This doesn’t feel like an acrimonious split - it's smart business diversification. Both for OpenAI and Microsoft.

Microsoft's (sorta, kinda) 49% stake in OpenAI profits creates complicated dynamics, and both companies are outgrowing the partnership.

Microsoft leaders apparently believe Claude performs better at certain functions like creating "aesthetically pleasing PowerPoint presentations," which frankly makes sense - Claude is great and I’m a big fan personally.

This is fantastic news for Anthropic, who deserve more recognition for building genuinely excellent models. The fact that major tech companies are finally waking up to how good Claude is feels overdue.

Source: Microsoft shifting to Anthropic

📊 67% of UK Adults Now Use AI Regularly - Faster Than Internet Adoption

Discussed at 38:07

New survey data shows 67% of UK adults claim to use AI regularly (up 22% since February!!), while 55% of US adults report regular usage. AI reached 40% adoption in just two years compared to six years for the internet and 12 years for personal computers.

Kyle's take: These numbers are staggering when you consider ChatGPT's public release was less than three years ago. We've gone from 0% to majority adoption faster than any major technology in history. This isn't like crypto or VR that remained niche - AI has immediately proven functional and useful to regular people. Even if this survey methodology isn't perfect, the trend is clear - it’s pointing up and going fast (wheeeee!)

This explains why I keep saying we might see a financial bubble but not a technological one. Unlike blockchain searching for problems to solve, AI has found real utility immediately. The adoption curve suggests this isn't a fad - it's infrastructure.

Source: Future Advertising survey (2,000 UK/US respondents)

Member Question #1: "What is the best AI subscription for the money? I don't want to pay more than $20 a month. Am I being unrealistic?"

Kyle's response: Not unrealistic at all! Check out Perplexity Pro for $20/month - it gives you access to GPT-5, Claude, Gemini 2.5 Pro, o3, and Grok all in one subscription instead of paying separately for each.

You won't get the extra features like persistent memory or projects, but you'll have access to all the best models.

Even better, there's still a PayPal offer running that gets you Perplexity Pro completely free for a year - just connect your PayPal account and choose a billing method.

Here’s the link for the Perplexity Pro free 12 months (not sponsored just cool!)

This question was discussed at 19:06 during the live session.

Member Question #2: "How do you protect your IP or create moats?"

Kyle's response: The fundamental shift everyone's missing is that AI tools like Lovable and Cursor have made building products trivially easy.

I can look at any SaaS product, screenshot their pages, and have Claude rebuild a working version in an hour.

Previously, you'd need technical co-founders or expensive development teams. The hard part is no longer building - it's getting people to actually use what you've built. Distribution has become the moat. Look at Yoni (yoniman.mp4) who documented his entire journey, built 185k++ followers, then launched to $30k+ monthly recurring revenue off the back of the audience. Most people build in secret then wonder why nobody cares. The new paradigm: build your audience first, then build your product.

Check this out if you’re specifically looking to build an audience as an AI expert.

This question was discussed at 45:16 during the live session.

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