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> Too late now that they awarded Siri to Gemini

Apple won't ever allow anyone else to own and control their core technologies (as we saw with Google Maps back in the day). We can safely assume their deal with Gemini is for Google to sell them a model-as-a-service component that can be swapped out at any moment, with either another model like Claude, or with Apple's own future models.

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I would say Apple's original exclusivity deal w/ AT&T shows they're comfortable letting a 3rd party control some of the user experience if that's the only way they can get to market.

Sure, but that same deal was also unprecedented in how much less control the carrier got, and marked the beginning of the end for carriers owning the user experience on phones.

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