Marques

So then, yeah, they can build their like look into the user's apps and have all this data happening locally and be really helpful.

But that's not showing up as a Google user or anything like that.

It's just a statement that Google is the best one and that's the one they picked, which is a big deal for people who follow the race and which one's better, which one's number one.

But after that, it's like, yep, okay, Siri's going to be better now.

Great.

Yeah, it's a statement about how much Apple believes that this AI race is actually a meaningful race to be involved in.

Correct, yeah.

Yeah.

I mean, if they never decided to build and ship a search engine, that just means they figured it was never going to be worth it to Apple.

That doesn't mean they don't think search engines matter.

That just means they don't think it's worth it to be involved in that business.

Well, and the metaverse, remember?

And the metaverse.

But I think Apple at least sees the writing that there are people who are like, look at all these cool things that Circle the Search and Gemini and all these AI like built-in features on Android phones is doing.

At least we can match that just to make sure that's not a reason why you're leaving the iPhone.

Clearly planned on delivering.

So the only other connection I can make between.

businesses slash fads that apple has decided not to invest in which at this point is just search engines and their ai foundation models and multiple wireless chargers in one and the metaverse oh yeah well i guess between those two is air power they those two are reliant on all this data

And Apple's thing is privacy and not sharing user data.

And so if you're Apple and you're going, should we invest a ton in building our own foundation models and competing with OpenAI and all these companies that are just inhaling data?