{
  "text": "蘋果本來已經談好了,每年付給Google大約10億美元。用一個1.2萬億參數的定制版Gem9來當新版的Siri的大腦。這是彭博社去年11月捅出來的。\n今年一夜,CNBC又確認了一次,現在iOS27推送了。兩家常年把蘋果代碼的媒體把系統翻了個底朝天。\nJemini这个名字一次都没有出现\n出现的是另一样东西\n研究者在系统的深处找到了一个位置\n一个专门留个外部大模型的位置\n谁都能插进去\n可苹果同时又做了另一件事\n这个位置的钥匙一把都没有发出去\n第三方拿不到\n你在设置里也看不见\n朋友们\n这哪里是什么Siri终于开放了呀\n这分明是一个装好了且还锁着的开关\n苹果自己把钥匙揣在兜里了\n那这个开关到底重要在哪里呢\n苹果官方今年一夜份说过\n全球活跃的设备已经到了25亿台\n你每天早上问一句天气\n晚上让它订个闹钟\n出门前让他念一条消息\n这些话最后送到谁那去\n由谁来理解\n谁能顺手翻一眼你的日历和联系人\n就是这个开关决定的\n他现在锁着\n所以这些问题呢\n暂时还没有答案\n可代码已经把答案的形状提前录了出来\n先说这一天到底发生了什么\n9月14号\nMacrimose和Apple Insight分别报道\n有人在iOS27和MacOS27的\nGordon Gate的私有框架里\n翻出了两条\n让外部模型接入Siri的通道\n一条浅一点\n外部模型负责听懂你说的话\n听懂之后\n社闹钟查日历这些真正动手的活\n还是交回给Siri去干\n另一条深的多\n代码层面甚至遗留了直接替换Siri服务端的模型的能力\n这两条通道的差别呢\n就好比一家公司里的两种人\n第一条像是在前台放了个接待\nCloud或者别的模型坐在那\n能听懂你要办什么事\n能把事情说清楚\n但真正要进档案室调资料\n真要替你在文件上签字\n还得苹果自己的人气\n那第二条就不一样了\n相当于把一整个外部团队\n请进办公室\n连任务清单和工具说明\n一起交给他\n让他自己安排着干\n能干的活多了一大劫\n你的东西经过谁的手\n也跟着变了\n那看到这呢\n你很容易以为已经开了\n可同一篇报道呢\n紧接着又写道\n苹果尚未向第三方开放型号委托授钱\n而且这项功能也不对用户开放\n苹果还没有把这个全线开放给任何的第三方\n用户那边也根本看不到\n当时的互选版本里\n那个ask的功能连着chatGPT扩展\nCloud还用不了\nApple Insight补了一句更关键的\n他说真正能碰到你个人数据的\n仍然是苹果自己的模型\n所以今天你升级完系统\n打开手机\n什么都没变\n你不能在Siri的设置里\n挑一个Cloud\n不能把苹果自己的模型\n整个换掉\n作为应用的开发者\n也找不到一个公开的入口\n把模型接进去\n地下车库里画好了车位\n不等于你已经拿到了车钥匙\n可能有人会问\n装个聊天应用那么容易\n把模型接近Siri\n怎么就这么费劲呢\n差别在于它站在哪\n你打开一个聊天应用\n它只处理你主动发给它的那几句话\n那系统助手就不一样了\n它站在几十个应用的门口\n你问它附近哪家饭店今晚能吃饭\n和你说订一张桌子\n把餐厅的地址发给张三\n再把出发的时间写进日历\n完全不是一个量级的火\n前一季考的是他会不会答\n后一季考的是他能不能替你按下那个确认键\n说白了\n模型一旦从回答问题变成替你办事\n那聪明只是入场欠\n前线才是那张真正贵的票\n这一季就是这期视频的核心判断\n外界现在吵的\n全是谁的模型更强\n谁拿下了苹果\n可决定这场仗的胜负的根本不是参数\n是苹果愿意把哪一层前线交出去\n交给谁\n什么时候交\n这也意味着将来就算设置里\n真的冒出了一个模型写作菜单\n菜单上那几个名字也未必拿着一样的东西\n有的可能只能陪你聊天\n有的能听等指令\n但碰不到你的私人数据\n还有的也许能调用更多的系统功能\n可每一步都得你点头确认\n你看到的都是接入Siri这几个字\n可实际拿到手的\n可能是三把完全不同的钥匙\n所以别急着问Cloud赢没赢\n也别急着替ChatGPT惋惜\n能换模型和你能决定换谁\n那中间隔着一整个苹果呢\n而真正让人关注这条新闻的\n其实是那个消失的名字\n等会我还要讲一件更反常的事\n同一天\n有人把一场已经打赢过一轮\n连开庭日子都排好了的官司\n主动永久的撤掉了\n而且一分钱对价都没有对外说\n先把时间倒回去\n2025年11月5号\n彭博社独家报道\n苹果打算每年付给Google\n大约10亿美元\n用一个1.2万亿参数的定制Gem9模型\n来启动新版的Siri\n今年1月12号\nCNBC又确认了苹果正式选定了Gem9\n这条线在过期的10个月里被反复的报道\n中间只出现过细节有调整这类说法\n没有任何一方公开说过它黄了\n这比交易本身就够说明问题的\n苹果是全世界最不愿意\n把核心体验交给别人的公司\n芯片自己造\n地图自己做\n连基带都咬着牙自己做\n可到了大模型这\n他认了\n宁可每年掏十亿美元\n去买Google的模型\n也不等自己的模型追上来\n这在几年前是不可想象的\n所以当这个名字在系统的代码里\n彻底的切息的时候\n问题就不只是换了个供应商这么简单了\n我自己也是被这条线带着走的\n7月12号那期苹果起诉OpenAir\n我在时间线里讲的也进清楚楚\n当时我说\n2026年的秋天\niOS27一级上线\nGamonite将成为Siri的默认智能层\nChallet GPT将转成去主动选择的可选项\n他反而是当时唯一能用的那一个\n但我得把话说准了\n这两篇代码分析里\n没看到Jemann\n不等于苹果和Google的合作黄了\n更不等于Jemann永远的进不来了\n代码分析只能告诉你\n研究者在这几个框架里看见了什么\n他证明不了整个的系统里\n再没有别的安排了\n真正能确认的只有一件事\n那个原本被认为是要给\nJemney的默认位置\n在这批公开的证据里\n苹果没有交给任何人\n他空着\n这个空着比谁做上去更有意思的多了\n你把两笔钱摆在一起看就明白了\nGoogle为了保住Safari里的\n那个默认搜索引擎的位置\n2022年\n一年付给苹果大约200亿美元\n这是美国反垄断案的法庭文件里披露的\n现在轮到AI了\n方向掉了个头\n变成苹果每年付给Google\n10亿美元\n同一对公司\n同一个默认位置\n一边是收200亿\n一边是付10亿\n朋友们\n谁给谁钱\n从来都是谁更需要谁的答案\n搜索时代\n是Google离不开苹果那扇门\nAI时代刚开始的时候\n看起来是向苹果离不开Google的模型\n昨天代码里露出来的那个空位置告诉我们\n苹果正在试着把这个方向再掰回去\n他宁愿先造一个谁都能插进去的插槽\n也不急着把名字刻死在门牌上\n一个位置只要是还空着\n想进来的人就得一直开架\n而且这两个默认的位置的分量根本不一样\n搜索时代的默认位\n说到底就是一个流量的入口\n你在地址栏里打字\n他把你送去一个网页\n生意是在网页的那一头发生的\n那AS时代的默认位不是送客的\n他是替你干活的\n订票 改日程 写邮件 翻照片\n一件件都被搜索一次\n更接近掏钱的那一刻\n谁站在那个位置上\n拿到的就不只是提问的量\n是你一天里那几十个真实的动作\n所以这块地皮涨价了\n涨到了苹果自己都舍不得随便订给谁了\n那苹果到底在等什么呢\n这件事苹果没有给过任何官方的解释\n我不打算替苹果编一份会议纪要\n但他面前摆着三笔账是明摆着的\n第一笔是产品的账\nSiri这两年的日子不好过\n发布会上演示过的功能\n一次次的推迟\n用户随手一问就翻车了\n同行的助手呢\n一个比一个能干\n这个坑要继续的拖\n伤的就不只是Siri本身了\n还有新系统和新手机的卖相\n苹果卖硬件\n硬件的卖点\n越来越靠软件来支撑\n这笔钱在催它\n第二笔是信任的账\n而且这笔最重\n你想想有这么个场景\n你跟手机说\n帮我从邮件里找出孩子学校那张缴费通知\n核对一下日期\n到时候提醒我交钱\n这句话里同时出现了家庭信息\n邮件证文和一笔支付\n如果外部模型只负责听懂\n你要找哪一封邮件\n那风险还可控\n可要是他能读完整封邮件\n挑好账户\n再推着把你的钱付出去\n苹果就必须说清楚\n哪些数据离开了你的手机\n哪一部一定要你亲自的确认\n出了错能不能撤回\n苹果这些年呢\n一直把隐私做成了自己的招牌\n招牌砸一次就很难再立起来了\n这笔账在催他慢\n第三笔是合作的账\n谁被放在了最显眼的位置\n谁就拿到了真实的使用和反馈\n这对模型公司来说值钱的很\n苹果手里也就有了筹码\n可这笔账要想卖出个好价钱\n前提恰恰是别急着定下来\n三笔账互相的打架\n开放的快体验是上来了\n责任也跟着上来了\n开放的慢风险是低了\n用户可能早就跑去别的应用里\n养成习惯了\n锁着这个开关\n其实是苹果在这三笔账之间\n给自己留的缓冲\n还有一点更容易被忽略的\n这个开关是不太好挽回您的\n一旦苹果公开允许\n你把虚拟的核心模型换成外面的\n那用户的习惯也会跟着长出来\n开发者会围绕着这个接口写东西\n监管机构也会把它继承一条既定的事实\n到那个时候苹果想收紧\n付出的代价就比一开始不开要大得多了\n所以它现在卖未必前世技术没有做完\n也可能是因为这一步走住气就基本收不回来了\n还有一层外部的压力\nMark Rumors提到\n欧盟的数字市场法案\n也可能影响了这套设计的方向\n这个法案的法则确实够吓人的\n最高能罚到企业全球营业额的10%\n8年内重复违法\n还能升到20%\n但可能影响就是可能影响\n苹果从没公开承认过\n这套接口是为谁准备的\n我也不会把它解读成\n专门作为监管看的后门\n能确认的指示\n技术上的可替代性\n苹果已经写进去了\n要不要真的开放\n什么时候开放\n他一个字也没说\n把这三笔账\n加上那条法规摆在一起\n你会发现\n苹果手里攥着的\n根本不是某个模型\n而是什么时候\n开门这个决定前本身\n就在同一天\n还有一个人\n用一个更极端的动作\n替这个判断\n做了一次助讲\n这事得从头说起\n去年马斯克旗下的X和SpaceX AI\n把苹果和OpenAI一起告上了\n德州的北七联邦法院\n告苹果的核心理由之一\n在诉状里写道\n苹果拒绝了X AI提出的\n把Groker向ChatGPD那样\n集成进iOS的请求\n翻译成人话就是\n你凭什么只让OpenAI进门\n不让我进呢\n这个案子也不是随便告告的\n2025年11月13日\n法官驳回了对方要求结案的动议\n案子获准继续往下走\n庭审都已经安排到了\n2027年的1月11日了\n然后就在昨天\n也就是iOS27代码被扒出来的同一天\nX和SpaceX Air递交了一份动议\n动议的原文明确写着\n原告根据联邦民事诉讼规则的相关条款\n请求实质性撤销对苹果公司的全部诉求\n這裡的實質性撤銷在法律上的意思就是,\n只要法院批准了這個請求,那這起糾紛就徹底劃上了記號了。\n以後他們就不能再拿這批同樣的訴求去重新起訴蘋果了。\n同一份的文件里\n对OpenEA那三个实体的诉求\n一条不测\n全部保留\n扛过了一轮\n排上了7的诉前\n说不要就不要了\n而且永远不要\n文件里给的理由只有一句话\n原告已经解决了对苹果的诉求\n解决成什么样\n一分钱对价都没有披露\n网上很快就有人\n把这两件事拼成了一个故事\n说\n苹果开放了第三方的模型\n所以马斯克放过苹果\n转身集中打OpenAI了\n但我得明确的告诉你\n目前公开的材料撑不住这个因果的\n撤诉的文件里没有任何一个字提到Siri的代码\n苹果也没有任何的公开表态过\n而且这份动议目前还在等待法官的批准\n法院最终要怎么处理\n得看正式入党的命令\n还有一件事很说明问题\n这两篇代码分析里\nGlock同样一次都没有被提到\n拿一个没出现的结果\n去解释一个没有被踢录的原因\n故事是原了\n可信度是掉的\n那这件事为什么还值得摆在这呢\n因为他把这场争夺的另一个战场\n录了出来\n模型入口这件事\n不只在发布会和跑分榜上打\n他也在合同里打\n在应用商店的规则里打\n在法院里打\n一家公司花了一年多\n把苹果告到的快开停了\n又在系统推送的当天\n选择永久的收手\n这个时间点本身就值得记住\n但记住不等于替他回答呀\n还得分清楚一件经常被标题吃掉的事实\n诉求还留着\n不等于法院认定OpenAir违法\n诉求撤掉了\n也不等于法院认定苹果清白的\n诉讼文件只告诉你当事人\n此刻决定把哪些主张留下\n把哪些撤走了\n它是一个承袭动作\n不是判决\n更不是一份公开的商业协议\n把承袭动作讲成是胜负的结果\n看着是挺过瘾的\n但会让人故以为\n最关键的那张纸已经出现了\n但其实它没有\n所以这两件事放在一起\n真正成立的共同点只有一个\n手机里的那个AI入口\n正在变成模型公司绕不开的一张谈判桌\n苹果在技术上多留了个位置\n说明他不想把未来绑死在一家身上\n他迟迟不发钥匙\n说明想进来的人得先接触他看的条件\n马斯克撤苹果保OpenAI\n说明围着这张桌子的商业和法律关系还在动\n共同的主题成立\n直接的因果却不成立\n其实这套结构你已经在用了\n只是没有意识到而已\n现在iPhone上那个把问题转给ChatGPT的功能\n走的就是第一条的潜通道\n它帮你把话听明白\n把答案写出来\n但你的日程\n你的照片\n你的联系人\n苹果一样都没有交出去\n昨天代码里露出来的\n是这条通道旁边还预备了一条更深的\n所以这件事不是从零开始的新闻\n是一条已经走了一年多的路\n突然被人看见了下一阶段的路径已经铺好了\n但我还是不想把这件事讲成了平台永远云\n模型公司不是没有拍\n他们可以自己做应用\n做浏览器\n做硬件\n也可以把能力做得足够的强\n强到用户宁愿绕开Siri\n主动去找它\n苹果那边的风险呢\n同样是真实的\n如果它长期不开放选择\n或者自己的模型呢\n又明显的落后\n那用户呢\n就会把最要紧的火\n搬到别的入口去\n掌握着门的人\n确实是有优势的\n但门外面的人不是只能干等着\n所以今天最值得记住的不是谁赢了\n而是苹果到现在都还没有公开选定一个长期的赢家\n他把可以换成写进的代码\n这把什么时候换\n换谁能换得多深的钱留在自己的手里\n这是一种选择钱\n选择钱值钱\n因为他让苹果可以接着看\n谁的模型更好\n谁愿意接受它的隐私规则\n谁肯给出更合适的价钱\n可选择钱也是有代价的\n苹果每多赚住一天\n用户就多一天\n没法自己挑信头构的模型\n开发者也多一天\n没法围着公开的接口\n做出真正能用的东西\n如果这份谨慎\n只是为了先把数据的边界想清楚\n那这个等待是值得的\n可如果安全变成了长期拖延竞争的理由呢\n监管和用户呢\n早晚会要他给个更清楚的说法\n问题从来不是花园该不该有墙\n是谁说了算门什么时候开\n以及开门的规矩呢\n要不要写在明处\n往后几个页\n大概会走出三种样子\n第一种\n苹果会继续把接口捂在私有器\n只在少数的合作里试\n普通人几乎感觉不到变化\n第二种\n设置页面里冒出一个有限的选择\n外部模型主要负责回答\n一碰到私人数据和系统操作就交回给Ciri\n第三种\n苹果真把更深的执行能力放出来\n同时配上清楚的前线提示和开发者的文档\n这三种的走向表面上都能叫\n支持第三方模型\n可对你\n对开发者\n对模型公司\n意义是差着十万八千里的\n下回再看见这种标题\n先问一句\n他说的是哪一层\n这件事你不用等分析师\n告诉你结论\n自己就能听\n升级完系统之后\n打开设置翻到细水的档里栏\n看看里面除了苹果自己的模型\n还列不列得出来第二个名字\n能不能点\n今天你翻下去大概率是什么都找不到的\n那就对了\n这说明钥匙还在苹果的手里呢\n哪天你正在那看见了一个可以点开的列表\n那这条新闻呢\n才算真的落到了你的手上\n不用去在特鲁斯在会议室里想什么\n第三个信号就是够了\n第一\nSiri或者系统设置里\n会不会出现你亲眼能看见的模型选择\n第二\n苹果会不会向第三方\n放出前线申请入口的开发者文档\n第三\n等外部模型真拿到了更深的系统能力的时候呢\n苹果打算怎么交代日历\n邮件\n联系人这些东西的边界\n这三样一样不出现\n那代码里的那个位置\n就还只是个可能性\n三样都出现了\n那这场入口之争\n才算真正翻到了下一页\n那你又会怎么选呢\n假如Siri真的给你三个开关\n一个呢\n达到最聪明\n一个可选的模型最多\n一个尽量不让你的私人数据\n离开苹果\n你最先看中哪一个呢\n评论器聊一聊\n你的排气是怎么样的\n以后再刷到某某模型\n拿下了iPhone的默认路口这种消息\n你也别指定着公司的名字\n先找那三个信号\n用户有没有开关\n开发者有没有入口\n数据到底交到了谁手上呢\n记得点赞\n订阅\n打开小铃铛\n咱们下期再见",
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      "text": "蘋果本來已經談好了,每年付給Google大約10億美元。用一個1.2萬億參數的定制版Gem9來當新版的Siri的大腦。這是彭博社去年11月捅出來的。",
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      "text": "今年一夜,CNBC又確認了一次,現在iOS27推送了。兩家常年把蘋果代碼的媒體把系統翻了個底朝天。",
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      "end": 31.16,
      "text": "Jemini这个名字一次都没有出现",
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      "start": 31.16,
      "end": 33.94,
      "text": "出现的是另一样东西",
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      "start": 33.94,
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      "text": "研究者在系统的深处找到了一个位置",
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      "start": 37.46,
      "end": 40.52,
      "text": "一个专门留个外部大模型的位置",
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      "start": 40.52,
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      "text": "谁都能插进去",
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      "text": "可苹果同时又做了另一件事",
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      "text": "这个位置的钥匙一把都没有发出去",
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      "text": "第三方拿不到",
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      "text": "你在设置里也看不见",
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      "start": 55.3,
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      "text": "朋友们",
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      "end": 60.18,
      "text": "这哪里是什么Siri终于开放了呀",
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      "text": "这分明是一个装好了且还锁着的开关",
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      "text": "苹果自己把钥匙揣在兜里了",
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      "text": "那这个开关到底重要在哪里呢",
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      "text": "苹果官方今年一夜份说过",
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      "text": "全球活跃的设备已经到了25亿台",
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      "text": "你每天早上问一句天气",
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      "text": "晚上让它订个闹钟",
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      "start": 82.58,
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      "text": "出门前让他念一条消息",
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      "text": "这些话最后送到谁那去",
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      "text": "由谁来理解",
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      "start": 89.88,
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      "text": "谁能顺手翻一眼你的日历和联系人",
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      "text": "先说这一天到底发生了什么",
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      "text": "9月14号",
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      "start": 118.58,
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      "text": "Gordon Gate的私有框架里",
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      "text": "翻出了两条",
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      "text": "让外部模型接入Siri的通道",
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      "text": "社闹钟查日历这些真正动手的活",
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      "text": "但真正要进档案室调资料",
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      "text": "真要替你在文件上签字",
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      "text": "相当于把一整个外部团队",
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      "text": "请进办公室",
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      "text": "Apple Insight补了一句更关键的",
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      "text": "他说真正能碰到你个人数据的",
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      "text": "打开手机",
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      "text": "你不能在Siri的设置里",
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      "text": "挑一个Cloud",
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      "text": "不能把苹果自己的模型",
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      "start": 236.24,
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      "text": "整个换掉",
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      "start": 237.08,
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      "text": "作为应用的开发者",
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      "start": 239.06,
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      "text": "也找不到一个公开的入口",
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      "text": "把模型接进去",
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      "text": "地下车库里画好了车位",
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      "text": "不等于你已经拿到了车钥匙",
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      "text": "装个聊天应用那么容易",
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      "text": "把模型接近Siri",
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    {
      "start": 253.82,
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      "text": "怎么就这么费劲呢",
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      "start": 255.64,
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      "text": "差别在于它站在哪",
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      "text": "你打开一个聊天应用",
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      "start": 259.94,
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      "text": "它只处理你主动发给它的那几句话",
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      "start": 263.3,
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      "text": "那系统助手就不一样了",
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      "start": 266.38,
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      "text": "它站在几十个应用的门口",
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    {
      "start": 268.38,
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      "text": "你问它附近哪家饭店今晚能吃饭",
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      "start": 272.4,
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      "text": "和你说订一张桌子",
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    {
      "start": 274.36,
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      "text": "把餐厅的地址发给张三",
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    {
      "start": 276.44,
      "end": 278.88,
      "text": "再把出发的时间写进日历",
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    {
      "start": 278.88,
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      "text": "完全不是一个量级的火",
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      "start": 281.1,
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      "text": "前一季考的是他会不会答",
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      "start": 284.38,
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      "start": 288.78,
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      "text": "说白了",
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      "text": "模型一旦从回答问题变成替你办事",
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      "start": 294.36,
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      "text": "那聪明只是入场欠",
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      "start": 296.54,
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      "text": "前线才是那张真正贵的票",
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      "start": 299.6,
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      "text": "这一季就是这期视频的核心判断",
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      "text": "外界现在吵的",
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      "start": 306.78,
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      "text": "全是谁的模型更强",
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      "text": "谁拿下了苹果",
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      "start": 310.1,
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      "text": "可决定这场仗的胜负的根本不是参数",
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      "text": "是苹果愿意把哪一层前线交出去",
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      "text": "交给谁",
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      "text": "什么时候交",
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      "text": "这也意味着将来就算设置里",
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    {
      "start": 324.38,
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      "text": "真的冒出了一个模型写作菜单",
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      "text": "菜单上那几个名字也未必拿着一样的东西",
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      "text": "但碰不到你的私人数据",
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      "text": "还有的也许能调用更多的系统功能",
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      "text": "可每一步都得你点头确认",
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      "text": "你看到的都是接入Siri这几个字",
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      "text": "可实际拿到手的",
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      "text": "可能是三把完全不同的钥匙",
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      "text": "所以别急着问Cloud赢没赢",
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      "text": "能换模型和你能决定换谁",
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      "text": "而真正让人关注这条新闻的",
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      "text": "其实是那个消失的名字",
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      "text": "等会我还要讲一件更反常的事",
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      "text": "同一天",
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      "text": "有人把一场已经打赢过一轮",
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      "start": 378.26,
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      "text": "连开庭日子都排好了的官司",
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      "text": "主动永久的撤掉了",
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      "start": 383.08,
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      "text": "而且一分钱对价都没有对外说",
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      "start": 386.0,
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      "text": "先把时间倒回去",
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      "start": 388.26,
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      "text": "2025年11月5号",
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      "start": 390.86,
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      "text": "彭博社独家报道",
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      "text": "苹果打算每年付给Google",
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    {
      "start": 394.96,
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      "text": "大约10亿美元",
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      "text": "用一个1.2万亿参数的定制Gem9模型",
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      "text": "来启动新版的Siri",
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      "start": 401.8,
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      "text": "今年1月12号",
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      "text": "CNBC又确认了苹果正式选定了Gem9",
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      "start": 408.44,
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      "text": "这条线在过期的10个月里被反复的报道",
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    {
      "start": 412.52,
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      "text": "中间只出现过细节有调整这类说法",
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      "text": "没有任何一方公开说过它黄了",
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      "start": 420.9,
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      "text": "这比交易本身就够说明问题的",
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      "text": "苹果是全世界最不愿意",
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    {
      "start": 426.28,
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      "text": "把核心体验交给别人的公司",
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      "text": "芯片自己造",
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      "text": "2026年的秋天",
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      "text": "你在地址栏里打字",
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      "text": "他把你送去一个网页",
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      "text": "生意是在网页的那一头发生的",
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      "text": "那AS时代的默认位不是送客的",
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      "text": "他是替你干活的",
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      "text": "订票 改日程 写邮件 翻照片",
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      "text": "一件件都被搜索一次",
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      "start": 633.409,
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      "text": "更接近掏钱的那一刻",
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      "text": "谁站在那个位置上",
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      "text": "拿到的就不只是提问的量",
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      "text": "是你一天里那几十个真实的动作",
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      "text": "所以这块地皮涨价了",
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      "text": "涨到了苹果自己都舍不得随便订给谁了",
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      "text": "那苹果到底在等什么呢",
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      "text": "但他面前摆着三笔账是明摆着的",
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      "text": "用户随手一问就翻车了",
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      "text": "同行的助手呢",
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      "text": "这个坑要继续的拖",
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      "text": "苹果卖硬件",
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      "text": "越来越靠软件来支撑",
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      "text": "这笔钱在催它",
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      "text": "第二笔是信任的账",
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      "text": "帮我从邮件里找出孩子学校那张缴费通知",
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      "text": "核对一下日期",
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      "text": "到时候提醒我交钱",
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      "text": "这句话里同时出现了家庭信息",
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      "text": "邮件证文和一笔支付",
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      "text": "如果外部模型只负责听懂",
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      "text": "你要找哪一封邮件",
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      "text": "那风险还可控",
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      "text": "可要是他能读完整封邮件",
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    {
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      "text": "挑好账户",
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    {
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      "text": "再推着把你的钱付出去",
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      "text": "苹果就必须说清楚",
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      "text": "哪些数据离开了你的手机",
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      "text": "哪一部一定要你亲自的确认",
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      "text": "出了错能不能撤回",
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      "text": "苹果这些年呢",
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      "text": "一直把隐私做成了自己的招牌",
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      "text": "招牌砸一次就很难再立起来了",
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      "text": "这笔账在催他慢",
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      "text": "第三笔是合作的账",
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      "text": "谁被放在了最显眼的位置",
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      "text": "谁就拿到了真实的使用和反馈",
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      "text": "这对模型公司来说值钱的很",
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      "text": "苹果手里也就有了筹码",
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      "text": "可这笔账要想卖出个好价钱",
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      "text": "前提恰恰是别急着定下来",
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      "text": "三笔账互相的打架",
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      "text": "锁着这个开关",
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      "text": "欧盟的数字市场法案",
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      "text": "最高能罚到企业全球营业额的10%",
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      "text": "苹果手里攥着的",
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      "text": "根本不是某个模型",
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      "text": "开门这个决定前本身",
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      "text": "用一个更极端的动作",
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      "text": "替这个判断",
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      "text": "这事得从头说起",
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      "text": "去年马斯克旗下的X和SpaceX AI",
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      "text": "德州的北七联邦法院",
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      "text": "告苹果的核心理由之一",
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      "text": "在诉状里写道",
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      "text": "苹果拒绝了X AI提出的",
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      "text": "把Groker向ChatGPD那样",
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      "text": "集成进iOS的请求",
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      "text": "翻译成人话就是",
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      "text": "你凭什么只让OpenAI进门",
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      "text": "不让我进呢",
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      "text": "这个案子也不是随便告告的",
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      "text": "2025年11月13日",
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      "text": "法官驳回了对方要求结案的动议",
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      "text": "案子获准继续往下走",
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      "text": "庭审都已经安排到了",
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      "text": "2027年的1月11日了",
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      "text": "然后就在昨天",
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      "text": "也就是iOS27代码被扒出来的同一天",
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      "text": "X和SpaceX Air递交了一份动议",
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      "text": "动议的原文明确写着",
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      "start": 952.709,
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      "text": "原告根据联邦民事诉讼规则的相关条款",
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      "text": "请求实质性撤销对苹果公司的全部诉求",
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      "text": "這裡的實質性撤銷在法律上的意思就是,",
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      "text": "只要法院批准了這個請求,那這起糾紛就徹底劃上了記號了。",
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      "text": "以後他們就不能再拿這批同樣的訴求去重新起訴蘋果了。",
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      "text": "同一份的文件里",
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      "text": "对OpenEA那三个实体的诉求",
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      "text": "一条不测",
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      "text": "全部保留",
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      "start": 983.831,
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      "text": "扛过了一轮",
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      "start": 985.731,
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      "text": "排上了7的诉前",
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      "text": "说不要就不要了",
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      "text": "而且永远不要",
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      "text": "文件里给的理由只有一句话",
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      "text": "原告已经解决了对苹果的诉求",
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      "text": "解决成什么样",
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      "text": "一分钱对价都没有披露",
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      "text": "网上很快就有人",
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      "text": "把这两件事拼成了一个故事",
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      "text": "说",
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      "text": "苹果开放了第三方的模型",
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      "text": "所以马斯克放过苹果",
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      "text": "转身集中打OpenAI了",
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      "text": "但我得明确的告诉你",
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      "text": "目前公开的材料撑不住这个因果的",
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      "text": "撤诉的文件里没有任何一个字提到Siri的代码",
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      "text": "苹果也没有任何的公开表态过",
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      "text": "而且这份动议目前还在等待法官的批准",
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      "text": "法院最终要怎么处理",
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    {
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      "text": "得看正式入党的命令",
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      "text": "还有一件事很说明问题",
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      "text": "这两篇代码分析里",
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      "text": "Glock同样一次都没有被提到",
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      "text": "拿一个没出现的结果",
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    {
      "start": 1043.211,
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      "text": "去解释一个没有被踢录的原因",
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      "text": "故事是原了",
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      "text": "可信度是掉的",
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      "text": "那这件事为什么还值得摆在这呢",
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      "text": "因为他把这场争夺的另一个战场",
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      "text": "录了出来",
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      "text": "模型入口这件事",
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      "text": "不只在发布会和跑分榜上打",
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      "text": "他也在合同里打",
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    {
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      "text": "在应用商店的规则里打",
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      "text": "在法院里打",
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      "text": "一家公司花了一年多",
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      "text": "把苹果告到的快开停了",
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      "text": "又在系统推送的当天",
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      "text": "选择永久的收手",
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      "text": "这个时间点本身就值得记住",
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      "text": "但记住不等于替他回答呀",
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      "text": "还得分清楚一件经常被标题吃掉的事实",
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      "text": "诉求还留着",
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      "text": "不等于法院认定OpenAir违法",
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      "text": "诉求撤掉了",
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      "text": "诉讼文件只告诉你当事人",
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      "text": "此刻决定把哪些主张留下",
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      "text": "把哪些撤走了",
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      "text": "它是一个承袭动作",
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      "text": "不是判决",
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      "text": "更不是一份公开的商业协议",
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      "text": "看着是挺过瘾的",
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      "text": "但会让人故以为",
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      "text": "最关键的那张纸已经出现了",
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      "text": "手机里的那个AI入口",
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      "text": "说明围着这张桌子的商业和法律关系还在动",
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      "text": "共同的主题成立",
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      "text": "直接的因果却不成立",
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      "text": "只是没有意识到而已",
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      "text": "现在iPhone上那个把问题转给ChatGPT的功能",
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      "text": "把答案写出来",
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      "text": "你的照片",
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      "text": "苹果一样都没有交出去",
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      "text": "昨天代码里露出来的",
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      "text": "突然被人看见了下一阶段的路径已经铺好了",
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      "text": "但我还是不想把这件事讲成了平台永远云",
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      "text": "也可以把能力做得足够的强",
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      "text": "强到用户宁愿绕开Siri",
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      "text": "主动去找它",
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      "text": "苹果那边的风险呢",
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      "text": "同样是真实的",
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      "text": "如果它长期不开放选择",
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      "text": "或者自己的模型呢",
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      "text": "那用户呢",
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      "text": "就会把最要紧的火",
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      "text": "搬到别的入口去",
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      "text": "掌握着门的人",
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      "text": "确实是有优势的",
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      "text": "所以今天最值得记住的不是谁赢了",
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      "text": "而是苹果到现在都还没有公开选定一个长期的赢家",
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      "text": "他把可以换成写进的代码",
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      "text": "换谁能换得多深的钱留在自己的手里",
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      "text": "这是一种选择钱",
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      "text": "选择钱值钱",
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      "text": "因为他让苹果可以接着看",
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      "text": "谁的模型更好",
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      "text": "谁愿意接受它的隐私规则",
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      "text": "谁肯给出更合适的价钱",
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      "text": "可选择钱也是有代价的",
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      "text": "苹果每多赚住一天",
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      "text": "用户就多一天",
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      "text": "没法自己挑信头构的模型",
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      "text": "开发者也多一天",
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      "text": "没法围着公开的接口",
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      "text": "做出真正能用的东西",
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      "text": "如果这份谨慎",
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      "text": "只是为了先把数据的边界想清楚",
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      "text": "那这个等待是值得的",
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    {
      "start": 1289.531,
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      "text": "可如果安全变成了长期拖延竞争的理由呢",
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      "text": "监管和用户呢",
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    {
      "start": 1295.291,
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      "text": "早晚会要他给个更清楚的说法",
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    {
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      "text": "问题从来不是花园该不该有墙",
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    {
      "start": 1301.051,
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      "text": "是谁说了算门什么时候开",
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    {
      "start": 1304.091,
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      "text": "以及开门的规矩呢",
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      "text": "要不要写在明处",
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      "text": "往后几个页",
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      "text": "大概会走出三种样子",
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      "text": "第一种",
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      "text": "苹果会继续把接口捂在私有器",
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      "text": "只在少数的合作里试",
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      "text": "普通人几乎感觉不到变化",
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      "text": "第二种",
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    {
      "start": 1322.191,
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      "text": "设置页面里冒出一个有限的选择",
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      "text": "外部模型主要负责回答",
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      "text": "一碰到私人数据和系统操作就交回给Ciri",
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      "text": "第三种",
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      "text": "苹果真把更深的执行能力放出来",
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      "text": "同时配上清楚的前线提示和开发者的文档",
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      "text": "这三种的走向表面上都能叫",
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      "text": "支持第三方模型",
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      "text": "可对你",
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      "text": "对开发者",
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      "text": "对模型公司",
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      "text": "意义是差着十万八千里的",
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    {
      "start": 1351.631,
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      "text": "下回再看见这种标题",
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      "text": "先问一句",
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      "text": "他说的是哪一层",
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      "text": "这件事你不用等分析师",
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    {
      "start": 1360.651,
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      "text": "告诉你结论",
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      "text": "自己就能听",
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      "text": "升级完系统之后",
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    {
      "start": 1365.271,
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      "text": "打开设置翻到细水的档里栏",
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    {
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      "text": "看看里面除了苹果自己的模型",
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    {
      "start": 1370.531,
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      "text": "还列不列得出来第二个名字",
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    {
      "start": 1372.751,
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      "text": "能不能点",
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      "text": "今天你翻下去大概率是什么都找不到的",
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    {
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      "text": "那就对了",
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    {
      "start": 1379.711,
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      "text": "这说明钥匙还在苹果的手里呢",
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    {
      "start": 1383.131,
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      "text": "哪天你正在那看见了一个可以点开的列表",
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      "text": "那这条新闻呢",
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    {
      "start": 1388.231,
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      "text": "才算真的落到了你的手上",
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    {
      "start": 1390.391,
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      "text": "不用去在特鲁斯在会议室里想什么",
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    {
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      "text": "第三个信号就是够了",
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    {
      "start": 1395.911,
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      "text": "第一",
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    {
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      "text": "Siri或者系统设置里",
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      "compression_ratio": 1.2740213523131672
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    {
      "start": 1399.311,
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      "text": "会不会出现你亲眼能看见的模型选择",
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    {
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      "text": "第二",
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      "text": "记得点赞",
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      "text": "咱们下期再见",
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