Marques

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.

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.