The reasons for Apple Intelligence's relative lackluster abilities are numerous and, from everything we hear, primarily political - but I'm certain some executives are questioning whether initiatives like Private Cloud Compute [0] were holding them back. And with app store revenue under siege, some must be questioning whether Apple could get a larger cut of the advertising market to make up for their losses... and such a push would come with all the cross-app tracking implications that are necessary to be competitive there.
IMO this would be a foundational mistake, and a massive tragedy. So many of us choose Apple products not only because of the silky-smooth interactions that flow from their long-standing intentionality in hardware and software design, but also because of the implicit promise of security, privacy, and stability that comes from the lack of hodge-podgeness that's somewhat inherent to the Android and Windows ecosystems. Take away that brand promise, and it's a downward spiral. But bigger companies have made worse choices before.