The Risks of Add-On AI: Apple, Telegram, Are You Paying Attention?
August 20, 2025
No AI. Just a dinobaby and a steam-powered computer in rural Kentucky.
Name three companies trying to glue AI onto existing online services? Here’s my answer:
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Amazon
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Apple
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Telegram.
There are others, but each of these has a big “tech rep” and command respect from other wizards. We know that Tim Apple suggested that the giant firm had AI pinned to the mat and whimpering, “Let me be Siri.” Telegram mumbled about Nikolai working on AI. And Amazon? That company has flirted with smart software with its Sagemaker announcements years ago. Now it has upgraded Alexa, the device most used as a kitchen timer.
“Amazon’s Rocky Alexa+ Launch Might Justify Apple’s Slow Pace with Next-Gen Siri” ignores Telegram (of course. Who really cares?) and uses Amazon’s misstep to apologize for Apple’s goofs. The write up says:
Apple has faced a similar technical challenge in its own next-generation Siri project. The company once aimed to merge Siri’s existing deterministic systems with a new generative AI layer but reportedly had to scrap the initial attempt and start over. … Apple’s decision to delay shipping may be frustrating for those of us eager for a more AI-powered Siri, but Amazon’s rocky launch is a reminder of the risks of rushing a replacement before it’s actually ready.
Why does this matter?
My view is that Apple’s and Amazon’s missteps make clear that bolting on, fitting in, and snapping on smart software is more difficult than it seemed. I also believe that the two firms over-estimated their technical professionals’ ability to just “do” AI. Plus, both US companies appear to be falling behind in the “AI race.”
But what about Telegram? That company is in the same boat. Its AI innovations are coming from its third party developers who have been using Telegram’s platform as a platform. Telegram itself has missed opportunities to reduce the coding challenge for its developers with it focus on old-school programming languages, not AI assisted coding.
I think that it is possible that these three firms will get their AI acts together. The problem is that AI native solutions for the iPhone, the Telegram “community,” and Amazon’s own hardware products. The fumbles illustrate a certain weakness in each firm. Left unaddressed, these can be debilitating in an uncertain economic environment.
But the mantra go fast or the jargon accelerate is not in line with the actions of these three companies.
Stephen E Arnold, August 20, 2025
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