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.

This is standard for Apple.

Apple built their own maps because of privacy and advertising concerns with Google Maps.

They'll do the same thing with AI — privacy focused on-device inferences with dedicated ASIC. It will start off hilariously crappy, and get better in the background.