Do any of these people know that Apple is a hardware company and all of their services are just a side business? Apple is poised to make a fortune selling devices powered by their low power consumer chipsets that can run neural networks. There's really no competitor in that space.
Apple has plenty of time and money to watch other people flailing around trying to make AI first devices until they even really start to take it seriously. Even if someone else figures out to make a killer mobile AI app, it will absolutely support iPhones for the foreseeable future. All apple needs to do is make sure their chip pipeline supports it.
Google is the one that is facing an existential threat. Most people see their search engine as basically just a shitty ad-infested chatbot that produces worse results than chatgpt.