They couldn't deliver because they are not a startup and thus have something to lose in a way that OpenAI/Anthropic don't. If Siri starts telling people to self-destruct themselves it would be a major PR disaster, whereas Apple Intelligence being late is not. Arguably the technology they needed (strong guardrails) didn't really exist at the time and the extra couple of years is what made the difference.
Google doesn't care about reputation the way Apple does. People are used to Google shipping broken features and shutting down products when they don't immediately sell. Apple is a premium brand and it's expected to be more stable, and to deliver solutions that actually work.
Well they're paying Google for access to their model, which I think makes sense. I've been saying for a while that models are commodities, the integration or harness is what really matters. There's a lot of good models available, many open weight these days!
What took Anthropic to the top wasn't their models, which are good. It's Claude Code, everything around the model that delivers value for their customers. Gone are the days of slapping a model behind a chatbox and hoping for the best. We need, like, actual software, that does actual things. Siri could be that... maybe. Apple has a lot going for them in regards to how much of their consumer base's software experience they control.
I think you're quite right in a sense, but let's say it had been Samsung making these promises. Do you think the system not working properly or producing weird and unacceptable results would have prevented them releasing it anyway?
Well, the results[1] are[2] actually[3] in. Samsung of course did do that and the results are what you'd expect.
So in a sense Apple 'could' have released what they had, after all Samsung and others have, but almost certainly not at the level of quality Apple expects. In which case arguably not releasing until it is capable of reaching that quality bar is the right call. The wrong call was announcing it in the first place when it wasn't ready.