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> they know they can eventually clone any successes the other companies have

Google has gone all in on AI. To the point of challenging their own core product. Apple is waiting and seeing. Google is building and distributing, albeit with terrible marketing.

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Apple isn’t waiting and seeing on the hardware side, only implementing AI on the software side, which there doesn’t seem to be much of a demand for them to do. Apple are well set for on-device LLMs and agents with their Mx Max cpu/gpu, and their wait on the rest is saving them hundreds of billions by not burning all their profitability to the ground building Nvidia-filled datacenters the same as everyone else, which is why Google is now having to hunt for extra money by raising capital like this.

search is not their core product though, it's ads. they ain't challenging anything.

Ads are meaningless without a surface to show them on. Search is absolutely a core product.

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