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.

Still disappointing they aren’t coming out with their own model

𝓵𝓲𝓿𝓲𝓷𝓰 𝓽𝓱𝓮 𝓮𝓷𝓭𝓵𝓮𝓼𝓼 𝓼𝓾𝓶𝓶𝓮𝓻 • building @buoy 🛟 • pfista.com

When have they ever been good at cloud software?

I wouldn’t say they’ve ever been great at it, but one can hope. still disappointing nonetheless

Apple is best modeled as a devices company that builds the minimum viable software to keep high-end customers using the hardware.

They are actually fantastic at system software. Some truly great engineering feats over the years and decades. But user software is hit & miss at best and cloud software has never been strong.