Bingo. They see this as the future commodity it will be. Customers will choose AI providers much way they choose a car: taste, price, a few other factors.

And to your point, Google has a massive balance sheet, produces their own AI chips, and is not going anywhere anytime soon.

Google was the right choice stability and it only cost Apple $1 billion per year that’s pretty much of a no-brainer, and with Apple’s history, they probably will use Gemini for as long as they need it and then use their own model in time.

And Apple already has a $20B search partnership with Google they can build on.

I’ll just put this link here: https://killedbygoogle.com/

I may be jaded, but I do not trust Google for product offering stability. Obviously, Apple is a way bigger fish.