Andrew Manganelli

And people subscribe to different ones.

And at this point, I think Apple has given up trying to make their own competitive model.

Right.

Like it would cost so much money and the race is moving so fast and the updates are coming so fast that Apple would have to basically create an entire additional company within Apple just to keep up with all these other companies.

So it makes more sense to just be the compute company that like runs the models.

They are the hardware that everyone will run the models on.

Right.

So once all these models, obviously there's the cloud models.

And then once these local models get good enough that everyone's running them locally on all their machines, they're the ones here with the machines.

Yeah.

And that we run them on there.

Totally.

Yeah.

So like the iPhone is probably going to use Gemini Nano for like Siri things.

Right.

But for all the other features like image playground, which literally nobody uses.

ChatGPT currently has, you know, it's competitive between ChatGPT and Gemini for who has the best image model.

But the fact that most people are probably only subscribed to one of these AI models at a time, right?

So if you are subscribed to Gemini versus ChatGPT, you want to plug in all of your Gemini stuff to your iPhone so that works natively.

And Apple's happy to let you do that.