[meast]

People read the Gemini-Siri integration as Apple's capitulation—a white flag raised in the face of losing AI infrastructure battle.

But is it really?

In this piece of deeply researched analysis, I show how Apple's license of Gemini cost it fractions of a penny per response and less than a $1/iPhone/year.

Running on Peter Thiel's thesis—Competition is for losers—I then show how this is just the latest in Apple's Interface Monopoly Playbook.

Site contains 14-deep dives across Apple's various interface monopolies. Worth a read for understanding why competition is for losers.

Note—posted this late at like 1AM and couldn't figure how to delete it.