Source: Sina Technology In 2023, 23-year-old Sam Altman (Sam Altman) spoke enthusiastically at the company's annual developer conference, praising the company's new app store for promoting his developed software (a friend positioning service called Loopt). "We think this is a new mobile era and we are excited to participate in it," Altman said. Today, 16 years later, Apple has invited this entrepreneur again - but the situation is different this time. Now the company needs his help, just as he needed Apple. Currently, the OpenAI startup run by Altman is at the forefront of the generative AI field. In order to catch up in this field, Apple has established a partnership with OpenAI to integrate ChatGPT into iPhone's operating system. Although the controversial Altman is unlikely to appear on stage at the press conference, this agreement will be the focus of next week's Apple Worldwide Developers Conference, indicating how much the power dynamics in Silicon Valley have changed in recent years. This agreement allows OpenAI to reach millions of Apple users, including those who may hesitate to use ChatGPT. For Apple, this collaboration brings the hottest technology of the artificial intelligence era - a chatbot with super powers that can be combined with its own services. Apple has been developing a series of artificial intelligence features, including features that run on its devices and other features that require cloud computing. Apple has also introduced artificial intelligence technology for the Siri digital assistant, but the company's self-developed chatbots have not yet met standards. Technology veteran Dag Kittlaus said that the collaboration with OpenAI is likely to be a "medium-term relationship" for Apple. Before Siri was acquired by Apple, he was co-founder and operator of Siri. "But one thing is certain, they will strive to cultivate their own capabilities in this regard. " On the morning of June 11th Beijing time, CEO Tim Cook will deliver a keynote speech at the Worldwide Developers Conference, which is considered the largest sales promotion of Apple in recent years. The company must convince consumers, developers and investors that Apple can thrive in the era of artificial intelligence. Due to the stagnation of Apple's existing businesses, five of its six quarters' revenue declined, and it faces greater pressure. In the field of artificial intelligence services, Apple once took the lead by releasing the Siri digital assistant in 2011, ahead of Amazon's Alexa and Google Assistant entering the market. But the company quickly fell behind its competitors, and the first appearance of ChatGPT in 2022 caused earth-shaking changes. In November 2022, OpenAI's chatbot inspired consumer imagination and prompted tech giants to compete to develop their own artificial intelligence services. Since then, Apple's main competitors have made progress. Gemini's chatbot is competing with ChatGPT for the dominant position in this emerging market. Microsoft is OpenAI's biggest supporter and has begun to integrate its AI-assisted Copilot into software. Amazon has also demonstrated an artificial intelligence-enhanced version of the Alexa voice assistant. In contrast, Apple has remained silent about its ambitions in artificial intelligence until now. Cook said last year that the company will act cautiously in new areas and will only add artificial intelligence technology on a "thoughtful basis." Recently, he believes that Apple will have an advantage in the field of artificial intelligence because the company can seamlessly integrate hardware, software and services together. Behind the scenes, Apple employees have been working hard to fulfill this promise. Before and after the release of ChatGPT, a small team in Apple's artificial intelligence and software engineering departments began using a framework called Ajax to develop ChatGPT's competitors. Apple software chief Craig Federighi urged managers to add as many artificial intelligence features as possible to the latest version of the iPhone and iPad operating system (internally referred to as "Crystal"). The service department led by Eddie Cue began to build the infrastructure of new data centers to support online artificial intelligence services. Employees also began researching how to apply artificial intelligence to Apple Music and the company's productivity applications.

$TENCENT (00700.HK)$ In the early session, it rebounded by 2%, and as of the time of writing, it has increased by 2.06%, priced at 376.8 Hong Kong dollars, with a turnover of 10.697 billion Hong Kong dollars.

On January 8, the USA Office of the President under the Office of the Trade Representative (USTR) released the "2024 List of Notorious Markets for Counterfeiting and Piracy," and several Chinese Internet Plus-Related products are still included. Notably, Tencent's WeChat, which was previously on the list, has been removed this time.

Two days ago, $TENCENT (00700.HK)$ and$Contemporary Amperex Technology (300750.SZ)$It was previously included in the USA Department of Defense list of military-related enterprises, causing widespread doubt. It is understood that, unlike the CMC list released by the Office of the Deputy Secretary of Defense, which only restricts enterprises from trading with the Department of Defense and its suppliers, the "Notorious Market List" is issued by the President's Office, with a more comprehensive trade targeting.

Scholars have stated that the "Notorious Market List" aims to publicly identify online and physical markets where large-scale piracy and counterfeit trademarks are evident, effectively suppressing well-known products from renowned Chinese enterprises over the long term. WeChat has previously strongly opposed being included on this list and has repeatedly emphasized to the USA Trade Representative's Office that TENCENT has long been a global leader in supporting a sound Intellectual Property Protection system, investing heavily in intellectual property, and promoting Intellectual Property Protection with partners worldwide.

According to observers, the current society in the USA is in a complicated period of power transition, with different lists reflecting the struggle for discourse power among various departments, and the logic is random. Compared to the previous days where the USA Department of Defense's CMC list was stigmatized and had no actual sanction effect, this time the infamous market list is endorsed by the presidential office, aiming for a more comprehensive crackdown.

Editor/Rocky