John Gruber

There are, Apple does not make games.

People spend an enormous amount of time playing games on their phone.

And there's an enormous amount of money to be made by selling in-app purchases in mobile games.

Apple is one of the most profitable gaming companies in the world.

maybe the most, I don't know if you did the math.

I'm not quite sure how you would figure that out.

And they don't break down services revenue by gaming.

But they're certainly one of the most dominant and profitable game companies in the world by making no games at all.

They just have the app store.

And with AI, I think they're trying to carve out this middle ground where their own branded Apple intelligence is never going to be as adept as the leading edge models, because the leading edge models are going to answer questions that Apple would consider inappropriate to be answered.

And they are going to help you do things that Apple would consider

inappropriate for an Apple branded product to help you do, right?

There are lines far short of deep fake porno imagery.

There's lines far short of that that Apple is not going to want their own thing to cross.

and that's the role of these extensions for chachi bt and gemini and uh claude where if you choose right if you want to stick with the apple branded stuff you're going to have a more limited ai experience and if you want more there's an extension system and they can wash their hands of it because that's not apple siri that's chachi bt or that's gemini or that's uh claude who's giving you that but

I really do think the whole thing is not going to get off the ground if those third parties, with the user's permission, don't have access to all that stuff on your phone, in your mail, in your notes, all of that stuff.

Because if they don't, then they're going... And I think this is where it's an Apple's benefit, not just to get their 30% of the subscription revenue that you...

would pay by subscribing through your phone, through these extensions to get a plus or pro plan from one of those makers.

And trust me, Apple wants that 30 or 15% from that subscription revenue.

But the other benefit to Apple for this is it will keep those companies integrating with