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Top stories today:
- Apple to produce 25% of iPhones in India in 2 or 3 years
- Grok AI launches as part of X
- Google Bard, powered by Gemini Pro, improves fact-checking
- TSMC's sales -7.5% in Nov
- Stability AI releases open-source, non-commercial 3B model
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 close (4 PM ET / 1 PM PT).
All times are ET.
1. Apple to produce 25% of iPhones in India in 2 or 3 years, from 7% today
50M iPhones/year in India is the goal.
The remaining iPhones are produced in China, except ~1% made in Brazil.
2. Grok AI launches as part of X, with Fun Mode as default
Rolling out to Premium+ ($16/mo) members.
Our view: its quality is below GPT 3.5 and real-time access to X data is not that special
We don't expect real-time X access to lead to a sustainable moat, since Google and OpenAI/Microsoft/Bing have crawlers reading the entire web, including news websites that provide real-time content.
3. Google Bard, powered by Gemini Pro, appears to improve fact-checking, similarly to ChatGPT 4
Bard was getting questions as simple as āWho won the last Oscars?ā wrong, but now it appears to increase the frequency of fact-checking claims with Google Search:
Google Bard screenshot.
Both Bard and ChatGPT still have serious problems with non-English languages and numbers
Screenshot: Bard vs. ChatGPT 4.
We also learned that Gemini's āreal-timeā demo video was not really real-time.
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