Apple might just win the AI race without even running in it. It's all about the distribution.
Apple is already one of the winners of the AI race. It’s making much more profit (ie it ain’t losing money) on AI off of ChatGPT, Claude, Grok (you would be surprised at how many incels pay to make AI generated porn videos) subscriptions through the App Store.
It’s only paying Google $1 billion a year for access to Gemini for Siri
Because someone managed to run LLM on an iPhone at unusable speed Apple won AI race? Yeah, sure.