Because someone else can sell the goose and take your market.
Apple is best aligned to be the disruptor. But I wouldn’t underestimate the Chinese government dumping top-tier open-source models on the internet to take our tech companies down a notch or ten.
If Apple does finally come up with a fully on-device AI model that is actually useful, what makes you think they won't gate it behind a $20/mo subscription like they do for everything else?
Non sequitur.
If a market is being ripped off by subscription, there is opportunity in selling the asset. Vice versa: if the asset sellers are ripping off the market, there is opportunity to turn it into a subscription. Business models tend to oscillate between these two for a variety of reasons. Nothing there suggets one mode is infinitely yielding.
> If Apple does finally come up with a fully on-device AI model that is actually useful, what makes you think they won't gate it behind a $20/mo subscription like they do for everything else?
If they can, someone else can, too. They can make plenty of money selling it straight.
Only in theory. Nothing beats getting paid forever.
> Business models tend to oscillate between these two for a variety of reasons
They do? AFAICT everything devolves into subscriptions/rent since it maximizes profit. It's the only logical outcome.
> If they can, someone else can, too.
And that's why companies love those monopolies. So, no... other's can't straight up compete against a monopoly.
It's this disruptor Apple in the room with us now?
Apple's second biggest money source is services. You know, subscriptions. And that source keeps growing: https://sixcolors.com/post/2025/10/charts-apple-caps-off-bes...
It's also that same Apple that fights tooth and nail every single attempt to let people have the goose or even the promise of a goose. E.g. by saying that it's entitled to a cut even if a transaction didn't happen through Apple.
It's very risky play, and if it doesn't work it leaves China in a much worse place than before, so ideally you don't make the play unless you're already facing some big downside, sort of as a "hail Mary" move. At this point I'm sure they're assuming Trump is glad handing them while preparing for military action, they might even view invasion of Taiwan as defensive if they think military action could be imminent anyhow.
And you know we'd be potting their transport ships, et cetera, from a distance the whole time, all to terrific fanfare. The Taiwan Strait would become the new training ground for naval drones, with the targets being almost exclusively Chinese.
Taiwan fields strong air defenses backed up by American long-range fortifications.
The threat is covert decapitation. A series of terrorist attacks carried out to sow confusion while the attack launches.
Nevertheless, unless China pulls off a Kabul, they’d still be subject to constant cross-Strait harassment.