>They can trivially pay Google a billion a year for Gemini.
But they can’t vertically integrate the feature, not with acceptable levels of reliability and security.
That’s the key issue here, an apple AI would be something that can read and interact with your mail, pictures, contacts, location, and so on, but right now giving such access to an LLM would be a ticking timebomb. And those kind of integrated products are probably coming to competitors, even if their security plan is just YOLO.
You're not wrong, but you can also get most (or even nearly all) of that right now today on any device by just getting a Google AI subscription. Gemini already does most of that through its own personal intelligence feature. You do need to use Gmail at minimum for it to be useful, but the vast majority of iPhone users do already.
But they can’t vertically integrate the feature, not with acceptable levels of reliability and security.
That’s the key issue here, an apple AI would be something that can read and interact with your mail, pictures, contacts, location, and so on, but right now giving such access to an LLM would be a ticking timebomb. And those kind of integrated products are probably coming to competitors, even if their security plan is just YOLO.