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> but Apple renting its AI from Alphabet (Gemini with Siri) might be a long term risk, since they're building on someone else's platform.

Apple isn't renting; they distilled Gemini to create their own model for "broad world knowledge". Some of this runs on Google's infrastructure because Apple didn't have enough compute.

All of the personal context stuff is Apple's Foundation Models.

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Apple is always not-going to have enough compute of their own, they have billions of users and whatever they are investing in datacenters to service them is negligible.

That said renting storage from Google for iCloud reportedly carries an ~80% profit margin, there's no reason they can't also put a 5x markup on what Google charges them for PCC and Siri since they can still prevent rivals from providing the same service in most markets.

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