Dag Kittlaus

Co-Founder & CEO of Siri (acquired by Apple) & Viv Labs (acquired by Samsung) and Riva Health

[Dag Kittlaus @Dagk]

Welcome back.

[Sami Fathi @SamiFathi_]

In the several days I've had Siri AI, it has blown away my expectations.

It has handled every task and question I've given it, even complex multi-step ones across Photos, Notes, Calendar, and context from my Safari web history.

Apple is redeeming itself.

[Dag Kittlaus @Dagk]

@uscfan981 It’s my kind of town.

[Dag Kittlaus @Dagk]

@danprimack 🤣

[Dag Kittlaus @Dagk]

@Scobleizer It’s a great first step. My thoughts…

https://t.co/JFwXaBbUgu

[Dag Kittlaus @Dagk]

@Scobleizer Look what just popped up on my Google news feed!

[Dag Kittlaus @Dagk]

Understood. But what business is it of Fidelity how I want to play this or any other trade? If I buy Tesla tomorrow and want to sell next week, or one hour later that’s the ball game once it’s public.

That’s the beauty of public trading.

Do you think a broker should penalize a buyer if they want to make money on a short-term hold? Retail buyers have no “pump and dump” power so I don’t get the penalty.

Do you have a perspective on this?

[Dag Kittlaus @Dagk]

@counternotions

[Dag Kittlaus @Dagk]

@cathrynlavery @WisprFlow 💯

[Dag Kittlaus @Dagk]

“Here’s the collision nobody at the labs wants to talk about: free on-device tokens are absorbing consumer demand from below, while enterprise routers are rationing frontier usage from above. The entire trillion-dollar datacenter buildout assumes the world wants maximum IQ on every query.

What happens to that thesis, and to the biggest infrastructure bet in history, if it turns out most of the world only needs genius occasionally, and good-enough is free?”

[Dag Kittlaus @Dagk]

@Chicago_History Radiohead

[Dag Kittlaus @Dagk]

@JoannaStern She’s all grown up now

[Dag Kittlaus @Dagk]

Fair enough, but better late than never and saving a few hundred billion is a plus.

That said, this version of Siri will siphon 90% of iPhone consumer AI to the on-device model for ~90% of queries. On-device means billions of data centers in pockets around the planet delivering free tokens. Will be interesting to see how edge AI effects revenue flows.

[Dag Kittlaus @Dagk]

Keybanc should stick to their regional checking accounts.

They missed pretty much every aspect of where this first step is heading. Siri is about to absorb a major chunk of consumer AI traffic, make iPhones the most prolific (billions) data-centers in your pocket with client-side free tokens becoming the norm and making truly personal context useful for the first time.

[Dag Kittlaus @Dagk]

@levie Dude, your boxing career makes George Foreman look like a flash in the pan. What the pho.

[Dag Kittlaus @Dagk]

Confidential‼️ Very very confidential. 🤣😆

[Dag Kittlaus @Dagk]

@iupdate A good example why Siri will rule the consumer AI ramp.

[Dag Kittlaus @Dagk]

@mweinbach We built preferences in but had not much context to draw from. The visual intelligence was science fiction at the time but Siri did do a lot more agentic actions like booking, buying, reminding, reserving.