You may well be right, but if so that's a huge problem for Apple as by all accounts the AR device is still many years from being ready for release and meanwhile they are in a very precarious situation with Siri...

The first proper integration of a Whisper & a GPT-class LM will be a big step change, a Siri-like AI that you can actually talk to somewhat sensibly and expect it to "understand" more than pre-set phrases... Google could be in a position to release something for Android, and their are Android SoCs with neural accelerators as well (sure nothing as impressive as Apple's chips but Samsung have demonstrated a cut-down SD model on their SoC).