Moore's law never ceases to amaze (the vulgar version where we're talking compute/dollar, not the transistor count doubling rate.) It won't be too long before phones are running AI models with performance equal to or better than current frontier models running on $100 million dollar clusters. It's hard to even imagine the things that will be running on billion dollar clusters in 10 years.
They will not build that phone because then you won’t subscribe to AI cloud platforms.
I do hope you're right, but I'm quite skeptical. As mobile devices get more and more locked down, All that memory capacity gets less and less usable. I'm sure it will be accessible to Apple and Google models, but models that obey the user? Not likely