Marques

There was no Apple post.

We agree.

So here's this is the last thought I had about this is how much does that really matter?

Like if we I know we can't do this, but let's take the money out of the equation.

OK, you're using Siri.

It's falling back on a device, a model on the device that happens to have been made by Google.

Cool.

That doesn't mean new users for Google.

That doesn't mean new info or data for Google.

It just means that that's where it came from.

Yeah.

And Apple still retains the user.

They still have the – they control the user interface and everything.

And so if one day it happened to switch to ChatGPT and if that's just as good as Gemini, the user shouldn't notice.

it will still not have any of your history because it's not like feeding any data to that company.

It's not any flow of users from Google to OpenAI.

It's just the user keeps using Siri and it just keeps working.

So how much does it actually matter outside of the financials that they picked Google?

Probably not pass to a new model, but I think that will be the idea is like Apple builds all their functionality on top of this model that happens to be Gemini.

But the point of it being Gemini is it's just way more information and way smarter.