Just dropped the latest episode of #TantrasMantra #podcast, analyzing @Apple 's case against @OpenAI go.tantraanalyst.com/TantrasMantra In this, Christie, Ex. @Qualcomm VP of #Policy & #Legal Comms, and I discuss the specifics of $aapl's allegations, #OpenAI’s statement, and likely legal response, as well as possible next steps. We also delve into how this will affect OpenAI’s plan to introduce highly anticipated personal AI devices, who has better leverage, the remedies Apple is requesting, and what some considerations might be for settlement. Index: 00:00 - Intro 01:43 - Guest intro (Christie Theone, Principal, CTG Advisory and Ex. Qualcomm VP of Policy & Legal Comms) 02:28 - Apple's complaint: Two employees of OpenAI + OpenAI (pro & non-profit) + IO Products (Founded by #JonyIve) 04:05 - Apple's attempt to set a narrative - All OpenAI innovations are tainted by the theft of Apple's #tradesecrets, even what IO Products might be working on 05:05 - Although complaints are centered around two employees (only one is a top-level executive), liability will be borne by the company 07:56 - Apple's complaints are well structured, presented "as a matter of fact," without inflammatory language, making the case very obvious and appearing to be "open and shut." 10:33 - Jony Ive's name never appears in the complaint. Probably out of respect, and not to tarnish his name 12:06 - OpenAI's statement is pretty standard PR response 14:42 - Next steps - Likely request for an extension to file the reply. The question is whether they just reply to Apple's allegation, or countersue to get some leverage 17:02 - Discovery is going to be interesting, with many trade secrets at play. Details will come out if there are conflicts between the companies. Can it be motivation for settlement? 21:05 - As things stand today, OpenAI is at a weaker place, as this case affects its product plans and IPO plans, and time is on Apple's side 22:45 - Apple's remedy requests are not very clear, not sure what "enjoining" in this case means. Injunctions are very hard to come by 25:15 - OpenAI can keep working on whatever they are doing till there is an order from the judge (e.g. 25:33 - The first target for Apple is to seek an early decision to stop OpenAI from whatever they are working on, and the target for OpenAI is to seek early dismissal of the case. Both are hard to come by 29:12 - Closing #AI #PersonalAI #AiDevices #AIWearable #EggeAI #ChatGPT #aaploai #IP @TantraAnalyst