Contrarian take on Apple talking to Google and others for AI.

Original iPhone launched with a dedicated Google Maps app. Apple learned how it was used and built their own app.

Would imagine they will do the same thing with AI. Get paid like they do for search, but then use usage data to carve off over time.

“Get paid like they do for search” - are you implying that Google will be paying Apple to put Gemini on the iPhone instead of the other way around?

Yes or heavily subsidized deal for Apple.

Apple gets paid $20B by Google for default search engine

Google paying Apple to bring loads of affluent customers to a place (search) where they’re shown Google ads seems like a straightforward value prop for Google.

Less clear what the direct benefit to Google is in the Gemini case since I imagined this would be more of a behind the scenes upgrade to Siri etc.