[spiralpolitik]

I think the article makes a bit too much of the decision to partner with Google for the AI model. Sometimes knowing where the boundaries of your business are is better than trying to expand too far and getting it wrong.

I think Apple understands that the moat in AI is the UX, something that historically they've been very good at. The model is a commodity and I suspect they will quite happily go with another provider if Google doesn't work or buy a company in the inevitable AI fire sale if they can see a good fit.