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.

But do they have the compute, data, and talent to compete meaningfully here? Yes on data and talent but given their relationship with Nvidia I’m skeptical they can catch up to compute in the next few years. But I don’t think anyone can beat on them squeezing small AI from the chips on all their current devices.